Overview
Assets Under Management: $125.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 2
Average Client Assets: $35.0 billion
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.56
Average High-Net-Worth Client Assets: $35.0 billion
Total Client Accounts: 159,896
Discretionary Accounts: 159,840
Non-Discretionary Accounts: 56
Regulatory Filings
CRD Number: 142219
Filing ID: 2012347
Last Filing Date: 2025-08-27 13:27:00
Website: https://clearbridge.com