Clarion Capital Partners, LLC

RIASEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$78.8M
Accounts
24
Employees
38
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
157038
Registered since
March 21, 2012
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.93%
  • Insurance Companies1.99%
  • Other0.08%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clarion Capital Partners, LLC is a private equity fund structured as an LLC that focuses on managing pooled vehicles and investment mandates for institutional clients. The firm is SEC-registered (registered in 2012) and operates as sponsor/GP and managing member of its private investment vehicles rather than as a third‑party capital allocator. Its client base is institutional, and its compensation combines a percentage‑of‑AUM charge with performance‑based fees. Ownership is listed as including both a foreign entity and an individual. Clarion does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
527 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth