Clearbridge Investments, LLC

Assets Under Management

$180.8B

Number of Clients

122,375

Number of Advisors

45

Average Client AUM

$1.5M

AUM per Advisor

$4.0B

Compensation

Fee-Only (AUM)

About This Firm

ClearBridge Investments offers investment solutions emphasizing differentiated, bottom-up stock selection. They integrate ESG considerations into their fundamental research process. Services include institutional and retail separate accounts, mutual funds, and sub-advisory roles. They focus on high active share, income solutions, and low volatility.

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
Areas of Practice
Investment ManagementSocially Responsible Investing
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Location

One Madison Avenue, 18th Floor, New York, NY, 10010

45 Advisors at this firm

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