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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.