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Clearbridge Investment Management Limited

● SEC registered since 2006CRD 139012SEC# 801-65715Edinburgh
Export (members)
Reg. AUM
$9.89B
Employees
44
Accounts
5,185
Location
Edinburgh

Clearbridge Investment Management Limited assets under management

Clearbridge Investment Management Limited is an SEC-registered investment adviser based in Edinburgh. The firm has been registered since 2006. It reports $9.9 billion in regulatory assets under management and employs 44 people.

Clearbridge Investment Management Limited owners & executives

11 reported
NameTitleOwnershipSince
Joanna Helen Grace Nolan ControlChief Compliance OfficerUnder 5%2024
Katrina S. Dudley ControlDirectorUnder 5%2025
Martin Currie Limited ControlParent CompanyOver 75%1978
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Frequently asked questions

How much does Clearbridge Investment Management Limited manage?

Clearbridge Investment Management Limited reports $9.9 billion in regulatory assets under management on its Form ADV.

How many employees does Clearbridge Investment Management Limited have?

Clearbridge Investment Management Limited reports 44 employees.

Where is Clearbridge Investment Management Limited located?

Clearbridge Investment Management Limited is based in Edinburgh and has been SEC-registered since 2006.

Does Clearbridge Investment Management Limited disclose fund performance?

Clearbridge Investment Management Limited 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
Phone44 131 229 5252
Fax44 131 228 5959
Office hours9a.m. - 5:30p.m. Gmt
SEC regionHQ
CIK1034882
Discloses disciplinary historyYes

Regulatory AUM

$9.89B▲ 3%
Aug '25 — $9.61BSep '25 — $9.61BOct '25 — $9.61BNov '25 — $9.61BDec '25 — $9.89BJan '26 — $9.89BFeb '26 — $9.89BMar '26 — $9.89BApr '26 — $9.89BMay '26 — $9.89BJun '26 — $9.89B
Aug '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$9.89Bregulatory AUM
Discretionary $9.24BNon-discretionary $653M