Clearbridge Investment Management Limited

RIASEC RegisteredEst. 2006

Total AUM

$9.9B

Discretionary

$9.2B

93% of AUM

Avg account

$1.9M

Accounts

5,185

Employees

Advisory reps

Firm details

Headquarters: Edinburgh,
CRD number: 139012
Registered since: January 27, 2006
Website: www.martincurrie.com
Custodians: CITIBANK N.A. HONG KONG BRANCH, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles47.96%
Individuals16.86%
Pension & Profit Sharing Plans15.16%
State / Municipal Government6.79%
Other Investment Advisers6.6%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clearbridge Investment Management Limited operates as a corporation focused on providing investment management services to both individual and institutional clients. Established in 2006, the firm is recognized for its active engagement in environmental, social, and governance (ESG) investing. The firm specializes in portfolio management across various sectors, including small businesses, investment companies, pooled investment vehicles, and institutional clients. Clearbridge does not classify itself as a capital allocator and does not operate as a multi-state adviser, indicating a more focused operational strategy.