CLARION PARTNERS
Latest filing: Feb 28, 2025 (42 days ago)
AUM
$73,353,169,361
-7% change vs. 1 year ago
11% change vs. 3 years ago
42% change vs. 5 years ago
102% change vs. 10 years ago
Employee Count
295
-3% change vs. 1 year ago
14% change vs. 3 years ago
14% change vs. 5 years ago
8% change vs. 10 years ago
Main Office
NEW YORK, NY
ONE MADISON AVENUE, NEW YORK, NY, UNITED STATES, 10010
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $66.5 |
| Non-Discretionary | $6.9 |
| Total | $73.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $61.4 |
| Institutional | $11.9 |
| Total | $73.4 |
| 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 | $11.9 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $11.9 |
| 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% | $11.9 |
| Total | 100% | $11.9 |
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 | $191.6 | 140432 | |
| FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | $30.9 | 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 % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $73.4 | $0.0 | 0% | 295 | 0 | 0% |
| 2024-04-02 | $79.3 | -$5.9 | -7% | 305 | -10 | -3% |
| 2023-04-04 | $83.8 | -$10.5 | -12% | 297 | -2 | -1% |
| 2022-04-01 | $66.0 | $7.3 | 11% | 259 | 36 | 14% |
| 2021-04-05 | $56.4 | $17.0 | 30% | 259 | 36 | 14% |
| 2020-04-01 | $51.8 | $21.6 | 42% | 258 | 37 | 14% |
| 2019-04-01 | $46.5 | $26.9 | 58% | 262 | 33 | 13% |
| 2018-04-02 | $44.3 | $29.0 | 65% | 259 | 36 | 14% |
| 2017-04-01 | $40.8 | $32.5 | 80% | 259 | 36 | 14% |
| 2016-04-01 | $40.9 | $32.5 | 79% | 259 | 36 | 14% |
| 2015-04-01 | $36.4 | $37.0 | 102% | 273 | 22 | 8% |
| 2014-04-01 | $33.4 | $39.9 | 119% | 273 | 22 | 8% |
| 2013-04-01 | $24.2 | $49.1 | 203% | 270 | 25 | 9% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, DC-03/29/2016, FL-12/22/2023, 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