CLARION PARTNERS

RIASEC RegisteredEst. 1981
Total AUM
$73.7B
Discretionary
$67.4B
92% of AUM
Avg account
$1.6B
Accounts
45
Employees
321
Advisory reps
12

Firm details

Headquarters
New York, New York
CRD number
108803
Registered since
December 1, 1981
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles84.26%
  • State / Municipal Government11.07%
  • Pension & Profit Sharing Plans1.86%
  • Investment Companies1.43%
  • Insurance Companies1.03%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Clarion Partners is an SEC-registered investment advisor organized as an LLC that has been operating since 1981. It serves an institutional client base and combines real estate investing with broader fund management activities; its classification includes real estate fund manager, hedge fund manager and multifaceted fund manager. The firm provides portfolio management across a range of vehicles — investment companies, pooled investment vehicles and accounts for businesses or institutions — and also performs selection-of-advisers services. Clarion is active on ESG matters and maintains multiple fee arrangements across its products, including asset-based fees, fixed fees and performance-based fee structures. Industry roles extend beyond advisory duties: the firm appears as a sponsor/GP or managing member of pooled vehicles and is affiliated with broker-dealer, trust company and CPO/CTA activities. Clarion is not positioned as a capital allocator to third-party managers in the narrow sense, but it does both operate and place capital into a mix of internally sponsored funds and external strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • SUSAN BOCCARDI

    Managing Director, General Counsel and Chief Compliance OfficerCRD 4881252

  • DAVID GILBERT

    Chairman and Chief Executive OfficerCRD 1747016

  • Heather Hopkins

    Managing Director and Chief Financial OfficerCRD 6336135

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Contacts

3 of 8
  • SUSAN ANSEL

    Managing Director & Portfolio ManagerCRD 1686286

  • Jonathan Gelb

    Managing DirectorCRD 7846746

  • JOSHUA PRISTAW

    President and Managing DirectorCRD 5924608

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
1 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth