CLARION PARTNERS
Latest filing: Dec 22, 2023 (313 days ago)
AUM
$79,281,217,281
-5% change vs. 1 year ago
41% change vs. 3 years ago
71% change vs. 5 years ago
137% change vs. 10 years ago
Employee Count
305
3% change vs. 1 year ago
18% change vs. 3 years ago
16% change vs. 5 years ago
12% change vs. 10 years ago
Main Office
NEW YORK, NY
230 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10169
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $71.5 |
| Non-Discretionary | $7.7 |
| Total | $79.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $65.0 |
| Institutional | $14.3 |
| Total | $79.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $14.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $14.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $14.3 |
| Total | 100% | $14.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FRANKLIN TEMPLETON FUND ADVISER, LLC | $196.1 | 140432 | |
| FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | $25.3 | 111360 | |
| CLARION PARTNERS EMEA LIMITED | $0.0 | broker-dealer | - |
| FRANKLIN TEMPLETON AUSTRALIA LIMITED | $0.0 | - | |
| FRANKLIN TEMPLETON JAPAN CO., LTD (FT JAPAN) | $0.0 | - | |
| CLARION PARTNERS EUROPE (U.K.) LIMITED | $0.0 | broker-dealer | - |
| FRANKLIN DISTRIBUTORS, LLC | $0.0 | broker-dealer | 109064 |
| CLARION PARTNERS EUROPE LIMITED | $0.0 | - | |
| FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. | $0.0 | broker-dealer | 172140 |
| CLARION PARTNERS SECURITIES, LLC | $0.0 | broker-dealer | 166384 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| BOHDY HEDGCOCK | NEW YORK | NY | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $79.3 | $0.0 | 0% | 305 | 0 | 0% |
| 2024-04-02 | $79.3 | $0.0 | 0% | 305 | 0 | 0% |
| 2023-04-04 | $83.8 | -$4.5 | -5% | 297 | 8 | 3% |
| 2022-04-01 | $66.0 | $13.3 | 20% | 259 | 46 | 18% |
| 2021-04-05 | $56.4 | $22.9 | 41% | 259 | 46 | 18% |
| 2020-04-01 | $51.8 | $27.5 | 53% | 258 | 47 | 18% |
| 2019-04-01 | $46.5 | $32.8 | 71% | 262 | 43 | 16% |
| 2018-04-02 | $44.3 | $34.9 | 79% | 259 | 46 | 18% |
| 2017-04-01 | $40.8 | $38.4 | 94% | 259 | 46 | 18% |
| 2016-04-01 | $40.9 | $38.4 | 94% | 259 | 46 | 18% |
| 2015-04-01 | $36.4 | $42.9 | 118% | 273 | 32 | 12% |
| 2014-04-01 | $33.4 | $45.8 | 137% | 273 | 32 | 12% |
| 2013-04-01 | $24.2 | $55.0 | 227% | 270 | 35 | 13% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, DC-03/29/2016, FL-12/22/2023, SC-01/02/2022, TX-03/29/2016 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV