Clearbridge Investments, LLC

Overview

Clearbridge Investments, LLC operates as an SEC-registered investment adviser and is organized as a limited liability company. The firm is classified in the data as a hedge-fund-type manager but also provides a range of advisory services: portfolio management for individuals and small businesses, for pooled investment vehicles and investment companies, and for institutional clients. Its client base includes both individual/family and institutional investors. Fee arrangements include asset-based fees and performance-based fees. The firm is listed as an active ESG investor and has business activity designations that include being a CPO/CTA. Clearbridge’s regulatory profile indicates it is not a capital allocator in the sense of selecting third-party managers for client capital in an outsourced manner, but it does sponsor and manage pooled vehicles and serves as a GP/managing member for funds. It also maintains multiple industry affiliations, including broker-dealer and trust company relationships.

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