Clarion Partners

RIASEC Registered

Total AUM

$73.7B

Discretionary

$67.4B

92% of AUM

Avg account

$1.6B

Accounts

Employees

321

Advisory reps

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

FINTRX

Overview

Clarion Partners is organized as a limited liability company that operates as a multi-strategy asset manager with a clear tilt toward real estate and related alternative strategies. The firm is SEC-registered (initial registration 1981) and serves primarily institutional clients. Its business model includes portfolio management for investment companies, pooled investment vehicles, and for businesses or institutions, as well as the selection of other advisers. Clarion acts in multiple operational roles—sponsor and general partner of pooled vehicles—and maintains industry relationships that include broker-dealers, trust companies and other investment advisers. The firm reports using a mix of fee arrangements (percentage of AUM, fixed fees, performance fees and other structures) and identifies itself as an active ESG investor.