Clearbridge Advisors is a fund manager in New York with $138.28 bn assets under management.
Company profile
Employees
Location
Industry
Former names
CAM North America, LLC, Clearbridge Advisors, LLC
SEC CIK
IRS number
10846058
SEC advisor number
801-64710
FINRA CRD number
137028
AUM ?
$189.67 bn
(as of 1 Dec 22)
Accounts
123,552
(as of 1 Dec 22)
Employees
216
(81 investment advisory or research)
Address
Clearbridge Advisors
620 8TH AVENUE
NEW YORK
NY 10018
620 8TH AVENUE
NEW YORK
NY 10018
Office hours
Monday - Friday, 9:00A.M-5:00P.M.
Phone
800-691-6959
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Manning, Barbara, Brooke | Chief Compliance Officer | 02/2006 | < 5% |
Manning, Barbara, Brooke | General Counsel | 07/2008 | < 5% |
Murphy, Terrence, James | President | 03/2011 | < 5% |
Murphy, Terrence, James | Director | 03/2011 | < 5% |
List, Cynthia, Karen | Chief Financial Officer | 12/2011 | < 5% |
Glasser, Scott, Keith | Chief Investment Officer | 10/2012 | < 5% |
Murphy, Terrence, James | Chief Executive Officer | 12/2012 | < 5% |
Legg Mason Clearbridge Holdings, LLC | Managing Member | 03/2014 | > 75% |
Franklin Resources, Inc. | Sole Shareholder of Legg Mason, Inc. | 07/2020 | > 75% |
Glasser, Scott, Keith | Director | 06/2015 | < 5% |
List, Cynthia, Karen | Director | 06/2015 | < 5% |
Haller, John, Randolph | Chief Operating Officer | 08/2018 | < 5% |
Johnson, Jennifer, Morrow | Director | 07/2020 | < 5% |
Plafker, Jed, Andrew | Director | 07/2020 | < 5% |
Shaneyfelt, Gwen, Louise | Director | 07/2020 | < 5% |
Nicholls, Matthew | Director | 07/2020 | < 5% |
Legg Mason, Inc. | Sole Member | 03/2014 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Clearbridge Investments, LLC | $138.28 bn | |
Cit - Int'l Small Cap Opportunity | $2.36 mm | Other Private Fund |
Cit - International Growth | $24.27 mm | Other Private Fund |
Clearbridge Cdip Feeder Fund, LP | $45.97 mm | Hedge Fund |
Clearbridge Global Healthcare Innovations, LP | $3.25 mm | Hedge Fund |
Clearbridge Select, LP | $7.41 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
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