DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / Clarion Partners
Clarion Partners
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 0 Private Equity Fund(s) among 22 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 0 Private Equity Fund(s) among 22 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Dec 20, 2024
- RAUM
- $73Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $27Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 0%
- Fund type mix
- filed 2024-12-20, latest gav Hedge Fund $7.5B, Real Estate Fund $20B, latest counts Hedge Fund 3, Real Estate Fund 14, lifetime distinct Hedge Fund 3, Real Estate Fund 19
- Employees
- 295
- Headquarters
- New York, NY
- Office address
- 230 PARK AVENUE, FLOOR 12, New York, NY, 10169
- Business phone
- 212-883-2500
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Clarion Ventures 4 L.P. ADV: Real Estate Fund | buyout or unlabelled | 2016 first reported on Form ADV | $16.4M as of Dec 20, 2024 | no Form D | Harvest |
Team
66 current, 7 former
Managing partner (2)
- David Joseph Gilbert · Chief Executive Officer · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- David Joseph Gilbert · Chairman & Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (51)
- Adam Wheeler · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Alistair Calvert · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Andrew Lowe · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ben Ryan · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Bill Glascott · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Blair Peach · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Bohdy Hedgcock · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Brent Jenkins · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Brett Kahn · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Christian Schulte Eistrup · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Christine Kang · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Craig Richard Tagen · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Dave Kutayiah · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Dayton Conklin · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Elliott Byers · Managing Director, Transactions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Evans Anderson · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Gary Rufrano · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Gwynne Murphy · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Heather Brown Hopkins · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Hugh Macdonnell · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Indraneel Karlekar · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Indraneel Karlekar · Managing Director · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Janet (Souk) Lee · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Janis Mandarino · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jason Glasser · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jeb Belford · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- John DeBeradinis · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- John Wanamaker · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jon Gelb · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Josh Kane · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Josh Pristaw · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Julie Robinson · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Katie Vaz · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Khalid Rashid · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kimberly Adams · Managing Director · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Kimberly Adams · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Kye Joon Lee · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Michael O'Connor · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Michelle Levy · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nicole Welch · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Payson MacWilliam · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Philippe Lapointe · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ralph J Belford · Chief Investment Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Reza Basharzad · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Richard Schaupp · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Rory Buck · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sarah Warmisham · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Spence Sowa · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Susan M Ansel · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Susan Marie Boccardi · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Thorben Schaefer · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- Amy Brennan · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jeffrey Mintz · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Stephanie Yang · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Tripp Braillard · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (3)
- David Thomas Confer · Executive Board Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jonathan Gelb · Executive Board Member · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Susan M Ansel · Executive Board Member · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (5)
- Eliot Marchant · Managing Director, Legal & Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Heather Brown Hopkins · Chief Financial Officer · since Apr 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jeffrey Hugh Macdonnell · Chief Marketing Officer · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Joseph Steblay · Managing Director, Corporate Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Susan Marie Boccardi · General Counsel & Chief Compliance Officer · since Jul 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- Craig Richard Tagen · Head Of Portfolio Management & Separate Accounts · since Jan 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- Edward Louis Carey · Executive Board Member · Apr 1, 2018 to Dec 22, 2023 Inference
- Stephen B. Hansen · Head Of Seperately Managed Accounts · Sep 1, 1999 to May 2, 2016 Inference
- Stephen P Latimer · Head Of Separately Managed Accounts · May 1, 2016 to May 31, 2018 Inference
- C. Stephen Cordes · Chief Operating Officer · Jan 1, 2003 to Mar 26, 2015 Inference
- Nathaniel Kiernan · General Counsel & Chief Compliance Officer · Jul 1, 2008 to Feb 9, 2018 Inference
- Patrick James Tully · Chief Financial Officer · Jan 1, 2006 to Dec 20, 2022 Inference
- Stephen Joel Furnary · Non-Executive Chairman & Director · Apr 1, 2021 to Dec 20, 2022 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
8 relationships
Placement agents (8)
- First Avenue 1 shared · one time · last Jan 1, 2016
- Further Capital Partners Ltd. 1 shared · one time · last Jan 1, 2016
- Anton Advisory Pty Ltd. 1 shared · one time · last Jan 1, 2016
- OLD City Securities LLC 1 shared · one time · last Jan 1, 2017
- North Sea Securities L.P. 1 shared · one time · last Jan 1, 2017
- Oasis Capital Co. 1 shared · one time · last Jan 1, 2017
- Greenstone Group Fzc 1 shared · one time · last Jan 1, 2016
- I Finance Group 1 shared · one time · last Jan 1, 2017
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
3 most recent
- Aug 17, 2026Clarion Europe Expands Portugal Retail Footprint with a Greater Lisbon Supermarket Acquisition
- Aug 3, 2026Clarion Europe Extends Dutch Footprint with Two Warehouse Acquisitions Totaling €50 Million
- Mar 30, 2012Clarion Partners first filed Form ADV in the extract (IA)
Across the graphs
Clarion Partners is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.
RIA and Wealth1Private Credit1Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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