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CLARION CAPITAL PARTNERS, LLC
CRD 157038File 801-73755
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.89B
Top 25% of cohort (national)
Discretionary AUM
$1.89B
Clients
23
24 accounts
Employees
38
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 21, 2012
- Principal office
- 527 MADISON AVENUE, 10TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-821-0111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.89B
- Discretionary AUM
- $1.89B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 24
- Non-discretionary accounts
- 0
- Total accounts
- 24
- AUM per client
- $82.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $37.6M |
| Pooled investment vehicles | 22 | $1.85B |
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 pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 24 | 23 | decreased by1 |
| Apr 1, 2026 | Employees | 36 | 38 | increased by2 |
| Apr 1, 2026 | AUM | $1,925,439,245 | $1,890,798,236 | decreased by$34,641,009 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 36 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 24 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,057,549,351 | $1,925,439,245 | increased by$867,889,894 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 19 | 24 | increased by5 |
| Apr 1, 2022 | Employees | 21 | 24 | increased by3 |
| Apr 1, 2022 | Clients | 15 | 18 | increased by3 |
| Apr 1, 2022 | AUM | $841,648,336 | $1,057,549,351 | increased by$215,901,015 |
| Apr 1, 2022 | Accounts | 18 | 19 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARION CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARION CAPITAL” 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.