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Clearbridge Inc.

CRD 110909SEC# 801-14261Edinburgh
Export (members)
No longer SEC-registered. Clearbridge Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$7.31B
Employees
4
Accounts
5,672
Location
Edinburgh

Clearbridge Inc. assets under management

Clearbridge Inc. is an investment advisory firm registered with the SEC based in Edinburgh. It reports $7.3 billion in regulatory assets under management and employs 4 people.

Clearbridge Inc. owners & executives

12 reported
NameTitleOwnershipSince
Andrew James Ashton ControlCeo And DirectorUnder 5%2025
Joanna Helen Grace Nolan ControlChief Compliance OfficerUnder 5%2024
Katrina S. Dudley ControlDirectorUnder 5%2025
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Frequently asked questions

How much does Clearbridge Inc. manage?

Clearbridge Inc. reports $7.3 billion in regulatory assets under management on its Form ADV.

How many employees does Clearbridge Inc. have?

Clearbridge Inc. reports 4 employees.

Where is Clearbridge Inc. located?

Clearbridge Inc. is based in Edinburgh.

Does Clearbridge Inc. disclose fund performance?

Clearbridge Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Morrison Street, Level 2, Edinburgh EH3 8BH
Office hours9a.m. To 5.30p.m. (Gmt)
Discloses disciplinary historyYes

Regulatory AUM

$7.31BNo change
Jan '25 — $7.31BFeb '25 — $7.31BMar '25 — $7.31BApr '25 — $7.31BMay '25 — $7.31BJun '25 — $7.31BJul '25 — $7.31BAug '25 — $7.31BSep '25 — $7.31BOct '25 — $7.31BNov '25 — $7.31BDec '25 — $7.31BJan '26 — $7.31BFeb '26 — $7.31BMar '26 — $7.31BApr '26 — $7.31BMay '26 — $7.31BJun '26 — $7.31B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$7.31Bregulatory AUM
Discretionary $6.57BNon-discretionary $740M