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Clearbridge Advisors

Clearbridge Advisors is a fund manager in New York with $189.67B 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 ?
$189.67B (as of 10 Dec 21)
Accounts
123,552 (as of 10 Dec 21)
Employees
216 (81 investment advisory or research)
Address
Clearbridge Advisors
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 $189.67B
Cit - Int'l Small Cap Opportunity $3.05M Other Private Fund
Cit - International Growth $39.48M Other Private Fund
Clearbridge Cdip Feeder Fund, LP $57.06M Hedge Fund
Clearbridge Global Healthcare Innovations, LP $3.45M Hedge Fund
Clearbridge Select, LP $11.75M Hedge Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 753 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$4.2B 8.17M 8.56M -4.6
$4.17B 16.24M 16.52M -1.7
$3.13B 22.89M 23.28M -1.7
$2.99B 28.14M 1.43M +1862.2
$2.6B 13.2M 13.06M +1.0
$1.88B 19.61M 19.72M -0.5
$1.69B 9.27M 9.36M -1.0
$1.59B 40.46M 42.44M -4.7
$1.49B 2.75M 2.77M -1.0
$1.46B 9.04M 9.62M -6.1
$1.22B 10.76M 11.08M -2.9
$1.2B 4.24M 5.15M -17.7
$1.16B 2.38M 2.45M -2.7
$1.13B 7.45M 7.5M -0.6
$1.12B 6.54M 6.61M -1.1
$1.11B 2.25M 2.51M -10.4
$1.06B 5.96M 5.77M +3.4
$948.72M 5.75M 7.32M -21.4
$931.82M 29.93M 28.22M +6.1
$927.07M 2.53M 2.82M -10.1
$919.56M 9.92M 10.07M -1.5
$898.57M 2.67M 2.23M +19.5
$883.92M 9.36M 8.07M +16.0
$816.78M 1.8M 1.85M -3.1
$816.75M 11.69M 10.65M +9.7
$790.72M 6.28M 6.32M -0.7
$762.46M 8.36M 8.44M -0.9
$754.59M 14.39M 12.32M +16.8
$734.67M 3.29M 3.42M -3.7
$731.8M 4.33M 4.42M -2.1
$724.54M 2.52M 2.61M -3.5
$690.29M 2.52M 2.61M -3.7
$681.64M 6.05M 6.26M -3.3
$676.39M 4.5M 4.8M -6.1
$655.58M 21.01M 20.88M +0.6
$650.95M 6.37M 5.9M +7.9
$649.11M 2.54M 2.53M +0.3
$648.16M 986.51K 1.01M -2.7
$648.15M 4.51M 4.52M -0.3
$647.75M 17.31M 16.44M +5.3
$635.06M 15.03M 14.2M +5.8
$611.35M 5.35M 5.27M +1.5
$585.1M 3.12M 3.36M -7.1
$584.92M 1.23M 1.23M -0.2
$573.76M 2.37M 2.43M -2.5
$569.47M 2.31M 1.95M +18.7
$554.68M 7.94M 7.67M +3.4
$553.97M 8.81M 10M -11.9
$551.05M 3.18M 3.31M -3.9
$543.4M 3.16M 3.22M -1.7
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Sep 22
Financial reports
No filings
Current reports
No filings
Proxies
No filings
Other
No filings