CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED
SYDNEYCRD 151223Latest ADV December 19, 2025
Clearbridge Investments (North America) Pty Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated December 19, 2025, reports $2.2B in regulatory assets under management, 0 employees, and 19 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 26.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
26.3%
5
2
Corporations
21.1%
4
3
Individuals
15.8%
3
4
Investment Cos.
15.8%
3
5
Pension Plans
10.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of December 19, 2025
Discretionary98.2%
$2.2B
98% of total RAUM98.2%
Non-discretionary1.8%
$41M
2% of total RAUM1.8%
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.
Total AUM$2.2B
Total Accounts19
10Y AUM Change+$219M (+10.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees—
Clients per Employee—
10Y Employee Change-51 (-100.0%)
* 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.