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CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED
CRD 139012File 801-65715
APPROVED
Retail clients
Disclosure events
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.89B
Top 10% of cohort (national)
Discretionary AUM
$9.24B
Non-discretionary $653.0M
Clients
5,183
5,185 accounts
Employees
44
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 27, 2006
- Principal office
- 5 MORRISON STREET, LEVEL 2, EDINBURGH, EH3 8BH
- Phone
- 44 131 229 5252
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.89B
- Discretionary AUM
- $9.24B
- Non-discretionary AUM
- $653.0M
- Discretionary accounts
- 5,178
- Non-discretionary accounts
- 7
- Total accounts
- 5,185
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 105 | $104.8M |
| Insurance companies | Fewer than 5 | $310K |
| Investment companies | 1 | $294.0M |
| Charitable organizations | 38 | $215.9M |
| Other investment advisers | 7 | $653.0M |
| High net worth individuals | 7 | $40.8M |
| Pooled investment vehicles | 16 | $4.74B |
| Pension and profit sharing plans | 22 | $1.50B |
| State or municipal government entities | Fewer than 5 | $671.7M |
| Individuals (other than high net worth individuals) | 4,987 | $1.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
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.