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CLARION PARTNERS
Legal name: CLARION PARTNERS, LLC
CRD 108803File 801-16611
APPROVED
Custody
Disclosure events
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$73.68B
Top 10% of cohort (national)
Discretionary AUM
$67.44B
Non-discretionary $6.23B
Clients
36
45 accounts
Employees
321
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 1, 1981
- Principal office
- ONE MADISON AVENUE, FLOOR 14, NEW YORK, NY, 10010
- Phone
- 212-883-2500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $73.68B
- Discretionary AUM
- $67.44B
- Non-discretionary AUM
- $6.23B
- Discretionary accounts
- 36
- Non-discretionary accounts
- 9
- Total accounts
- 45
- AUM per client
- $2.05B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | $221.3M |
| Insurance companies | Fewer than 5 | $761.2M |
| Investment companies | 1 | $1.05B |
| Charitable organizations | Fewer than 5 | $44.8M |
| Pooled investment vehicles | 27 | $62.08B |
| Banking or thrift institutions | Fewer than 5 | $3K |
| Pension and profit sharing plans | Fewer than 5 | $1.37B |
| State or municipal government entities | 8 | $8.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF NOI (NET OPERATING INCOME)
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 45 | 36 | decreased by9 |
| Jan 1, 2026 | Employees | 295 | 321 | increased by26 |
| Jan 1, 2026 | Clients | 32 | 45 | increased by13 |
| Jan 1, 2026 | AUM | $73,353,169,361 | $73,677,516,514 | increased by$324,347,153 |
| Jan 1, 2026 | Accounts | 41 | 45 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 259 | 295 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 36 | 32 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $66,003,949,809 | $73,353,169,361 | increased by$7,349,219,552 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 42 | 41 | decreased by1 |
| Jan 1, 2022 | Employees | 261 | 259 | decreased by2 |
| Jan 1, 2022 | Clients | 37 | 36 | decreased by1 |
| Jan 1, 2022 | AUM | $58,266,942,273 | $66,003,949,809 | increased by$7,737,007,536 |
| Jan 1, 2022 | Accounts | 43 | 42 | decreased by1 |
| Jul 1, 2021 | Employees | 259 | 261 | increased by2 |
| Jul 1, 2021 | Clients | 36 | 37 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARION PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARION PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.