Clearbridge Investments, LLC
New York, NY·SEC-registered · CRD #137028
Clearbridge Investments, LLC is an SEC-registered investment advisory firm in New York, NY managing $185B across 13k client accounts, with 71 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$185B
Client accounts
13k
Advisory staff
71
Fee model
Fee-only
How Clearbridge Investments, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Clearbridge Investments, LLC
How much does Clearbridge Investments, LLC manage?
Per its most recent SEC Form ADV filing (01/05/2026), Clearbridge Investments, LLC reports $185B in regulatory assets under management across roughly 13k client accounts.
How does Clearbridge Investments, LLC charge?
Clearbridge Investments, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Clearbridge Investments, LLC a fiduciary?
Yes. Clearbridge Investments, LLC is registered with the U.S. Securities and Exchange Commission (CRD #137028), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Clearbridge Investments, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Clearbridge Investments, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Clearbridge Investments, LLC's public SEC Form ADV filing (CRD #137028, filed 01/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Clearbridge Investments, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Clearbridge Investments, LLC? Claim this profile.