CLARION PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 108803
- Registered since
- December 1, 1981
- Website
- www.clarionpartners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 4SUSAN 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
Contacts
3 of 8SUSAN ANSEL
Managing Director & Portfolio ManagerCRD 1686286
Jonathan Gelb
Managing DirectorCRD 7846746
JOSHUA PRISTAW
President and Managing DirectorCRD 5924608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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