{
  "crd_number": 108803,
  "slug": "clarion-partners-new-york-ny-108803",
  "primary_business_name": "CLARION PARTNERS",
  "legal_name": "CLARION PARTNERS, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1981-12-01",
  "years_registered": 44,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 73677516514.0,
  "raum_discretionary": 67444740371.0,
  "raum_non_discretionary": 6232776143.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 321,
  "advisory_employees": 180,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 44797857.0,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 2735.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 8152590721.0,
      "count": 8
    },
    "insurance_companies": {
      "raum": 761212028.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 1050879286.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 1369055703.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 62077709489.0,
      "count": 27
    },
    "sovereign_wealth_foreign_official": {
      "raum": 221268695.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "FL",
    "TX"
  ],
  "websites": [
    "https://clarionpartners.com",
    "https://linkedin.com/company/clarion-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108803",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/clarion-partners-new-york-ny-108803",
  "display_name": "Clarion Partners",
  "summary": "Clarion Partners is an SEC-registered investment advisory firm in New York, NY, registered since 1981, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Clarion Partners (CRD 108803): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Clarion Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clarion Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "What does Clarion Partners' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated December 18, 2025 states: Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Clarion Partners located?",
      "a": "Clarion Partners' principal office is in New York, NY, according to its Form ADV; the March 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Clarion Partners registered with the SEC or a state?",
      "a": "Clarion Partners is an SEC-registered investment advisory firm, registered since 1981. Status as filed: Approved. CRD 108803."
    },
    {
      "q": "How much does Clarion Partners manage?",
      "a": "Clarion Partners reports $73,677,516,514 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (92% discretionary)."
    },
    {
      "q": "How have Clarion Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clarion Partners: Regulatory assets under management: $58,266,942,273 in the October 2021 data and $73,677,516,514 in the October 2026 data, up 26%. Total employees: 261 in October 2021 and 321 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clarion Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27); state or municipal government entities (including government pension plans) (8); investment companies (1)."
    },
    {
      "q": "Does Clarion Partners report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108803"
    },
    {
      "q": "What changed in Clarion Partners' recent Form ADV filings?",
      "a": "In the January 2026 filing data: Employees performing advisory functions went from 177 to 180. No longer lists an office in Dallas, TX. No longer lists an office in Washington, DC. No longer registered or notice-filed in DC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 58266942273.0,
      "total_employees": 261,
      "filing_date": "2021-06-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 66003949809.0,
      "total_employees": 259,
      "filing_date": "2022-01-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 83813347566.0,
      "total_employees": 297,
      "filing_date": "2022-12-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 79281217281.0,
      "total_employees": 305,
      "filing_date": "2023-12-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 73353169361.0,
      "total_employees": 295,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 73677516514.0,
      "total_employees": 321,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 177 to 180.",
        "No longer lists an office in Dallas, TX.",
        "No longer lists an office in Washington, DC.",
        "No longer registered or notice-filed in DC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated December 18, 2025",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "a) a percentage of assets under management, ranging from 0.20% to 2.00%, depending on account size and the client’s circumstances, which can also be based on gross or net assets"
        ]
      }
    ],
    "quotes": [
      "a) a percentage of assets under management, ranging from 0.20% to 2.00%, depending on account size and the client’s circumstances, which can also be based on gross or net assets"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/clarion-partners-new-york-ny-108803.md",
  "clients": [
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 2735.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1050879286.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 62077709489.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1369055703.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 44797857.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 8152590721.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 761212028.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 221268695.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108803",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}