# ClearBridge Investments

ClearBridge Investments is an Asset Manager based in Sydney, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Sydney, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** clearbridge.com

## Regulatory record

- **CRD number:** 151223
- **SEC file number:** 801-70506
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151223

## About

CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED is an SEC-registered investment adviser in SYDNEY, registered since 2009. The firm manages approximately $2.2 billion in regulatory assets under management on a discretionary basis. It oversees $2.2 billion in assets.

## Sectors

- Enterprise Software
- AI/ML
- Digital Health
- FinTech
- Energy Transition & Renewables
- Healthcare Services
- Consumer Discretionary
- Financials
- Industrials

## Offices

- Baltimore, MD
- Wilmington, DE
- San Francisco, CA
- London, UK
- Sydney, Australia

## People

- Scott Glasser — Chief Investment Officer
- Terrence Murphy — Chief Executive Officer

## Questions

### Who runs investment decisions at ClearBridge Investments?

Scott Glasser serves as Chief Investment Officer, overseeing multiple independent portfolio management teams. Each team — large-cap growth, value, infrastructure, REITs, and others — operates with process autonomy under its own lead managers. Glasser's office monitors risk, capacity, and adherence to stated investment mandates. This structure means investment decisions are decentralized across teams rather than directed by a single central committee.

### How did Franklin Templeton's acquisition of Legg Mason affect ClearBridge's independence?

ClearBridge retained its brand, investment autonomy, and operational infrastructure after Franklin Templeton closed the Legg Mason acquisition in 2020. The firm continues to run its own portfolio management, compliance, and distribution functions, with investment teams unaltered. The acquisition changed parent-level ownership but left ClearBridge's multi-boutique structure intact. It operates as an autonomous investment affiliate within the broader Franklin Templeton group.

### Does ClearBridge run passive or quantitative strategies, or is it purely active and fundamental?

ClearBridge is a dedicated active fundamental equity manager. Teams build concentrated portfolios from bottom-up research — the large-cap growth flagship, as one example, holds roughly 30 to 45 names. The firm does not run index strategies, smart-beta products, or systematic quant funds. Its product set includes growth, value, income, infrastructure, REITs, and global/international equity mandates, all managed actively.

### What is ClearBridge's relationship with Legg Mason's legacy fund complexes?

ClearBridge was formed in 2005 when Legg Mason consolidated its internal equity teams under a single brand, combining managers from predecessor firms including Citigroup Asset Management's equity group, which Legg Mason acquired in a 2005 swap transaction. Funds once branded under Legg Mason or Smith Barney were rebranded ClearBridge. The firm continues to manage many funds that originated in those predecessor firms.

### Does ClearBridge participate in co-investments alongside external general partners?

ClearBridge is an active public-equity manager, not a private-markets firm. It does not run private equity co-investment programs alongside GPs. The infrastructure and REIT strategies invest in publicly traded securities, not direct project co-investments. All vehicles — separate accounts, mutual funds, and UCITS — invest in listed or publicly traded assets.

### Where are ClearBridge's research and investment teams physically located?

Principal investment offices are in New York, Baltimore, San Francisco, London, and Sydney. The New York office houses the CEO, CIO, and several investment teams. Baltimore hosts additional portfolio management and operations. International offices cover EMEA and Asia-Pacific markets but are investment hubs rather than purely distribution outposts.

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Last updated: 2026-06-03T20:00:00.000Z

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