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CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED
CRD 151223File 801-70506
APPROVED
Retail clients
Disclosure events
Filing as of Dec 19, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$2.23B
Top 25% of cohort (national)
Discretionary AUM
$2.19B
Non-discretionary $41.0M
Clients
19
19 accounts
Employees
0
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Aug 31, 2009
- Principal office
- LEVEL 13, 35 CLARENCE STREET, SYDNEY, 2000
- Phone
- 61 2 9397 7300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.23B
- Discretionary AUM
- $2.19B
- Non-discretionary AUM
- $41.0M
- Discretionary accounts
- 17
- Non-discretionary accounts
- 2
- Total accounts
- 19
- AUM per client
- $117.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $8.7M |
| Investment companies | 3 | $347.1M |
| Other investment advisers | 2 | $41.0M |
| Pooled investment vehicles | 5 | $1.50B |
| Pension and profit sharing plans | 2 | $333.2M |
| Individuals (other than high net worth individuals) | 3 | $677K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
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- Q11C2
- Q11C4
- Q11C5
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.