Clearbridge Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated January 5, 2026, reports $184.8B in regulatory assets under management, 210 employees, 8 offices, and 12,530 accounts.
Assets Under Management
$184.8B
Employees
210
Offices
8 offices
Total Clients
124,530
Primary office
NEW YORK, NY
ONE MADISON AVENUE, 18TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.4% of total clients.
Top client categories% of clientsClients
1
Individuals
98.4%
122,494
2
Corporations
0.5%
659
3
Pension Plans
0.4%
469
4
HNWI
0.4%
452
5
Charitable
0.2%
244
Additional categories (<0.1%)
Pooled Investment Vehicles47 clients
Investment Cos.44 clients
Banks33 clients
Government17 clients
Insurance Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$184.8Bas of January 5, 2026
Discretionary76.6%
$141.5B
77% of total RAUM76.6%
Non-discretionary23.4%
$43.3B
23% of total RAUM23.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$184.8B
Total Accounts12,530
10Y AUM Change+$66.7B (+56.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees210
Clients per Employee593:1
10Y Employee Change+28 (+15.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.