CLARION CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2012

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$78.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 157038
Registered since: March 21, 2012
Website: www.clarion-capital.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles97.93%
Insurance Companies1.99%
Other0.08%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clarion Capital Partners, LLC is an LLC organized as a private equity fund manager that registered with the SEC in 2012. Ownership is a mix of a foreign entity and an individual. The firm serves an institutional client base and primarily provides portfolio management to pooled investment vehicles and to businesses or other institutions. Clarion acts in sponsor and general partner roles and serves as managing member of pooled vehicles it advises. Fee arrangements combine a percentage-of-assets component with performance-based fees. The adviser does not self-identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.