RIA Intel›Advisers›CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED

CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED

Advisory

N·EDINBURGH

Data as of Dec 13, 2024 · Source: SEC Form ADV

Total AUM
$9.9B
1-Year AUM Growth
+2.0%
3-Year CAGR
+7.1%
Employees
16
Assets Under Management
Total AUM$9.9B
Discretionary AUM$9.2B
Non-Discretionary AUM$653M
Discretionary %93.4%
Total Clients5,184
Team
Total Employees16
Investment Advisers44
Employee Growth (1Y)+2.9%
Filing History
Total Filings on Record51
First FilingDec 16, 2005
Latest FilingDec 13, 2024
🔒 Full AUM trend chart and 51 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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