DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Clarion Partners
Legal name Clarion Partners, LLC
Latest filing Feb 27, 2026
First filing on the tape Mar 30, 2012 · 37 filings
SEC status approved since Dec 1, 1981
RAUM
$74B
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$74B
derived; firm RAUM over IAPD count
Employees
321
180 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
22
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$74B as of Feb 27, 2026
Mar 30, 2012$24B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 27, 2026
Apr 1, 20130 then
Employees (5.A)321 as of Feb 27, 2026
Apr 1, 2013270 then
Private funds22 as of Feb 27, 2026
Mar 30, 20127 then
RAUM +0.4% over the last fiscal year-4.2% a year over threeIARs 0 to 0offices 8 to 6
Practice profile
derived from the filing of Feb 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $74BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.6BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 321.0derivedItem 5.A over advisors
- Advisors per office
- 0.1derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Custody
- $442M, 11 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$62B84%
- State and municipal entities$8.2B11%
- Pension and profit-sharing plans$1.4B1.9%
- Investment companies$1.1B1.4%
- Insurance companies$761M1.0%
- Sovereign wealth funds$221M0.3%
- Charitable organizations$44.8M0.1%
- Banks and thrifts$2,7350.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 45reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $442M for 11 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.86 institutional_share=0.14 related_bd=true related_bank=true bd_reps=19.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bohdy David Hedgcock | Dallas, Tx | May 4, 2016 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Clarion Lion Properties Fund, LP | Real Estate Fund | $19B | 575 | Mar 30, 2012 |
| Clarion Gables Multifamily Trust, L.P. | Hedge Fund | $4.3B | 85 | Mar 26, 2015 |
| Lion Industrial Trustno longer reported | Real Estate Fund | $3.8B | 214 | Mar 30, 2012 |
| Clarion Europe Logistics V Sca, Sicav-Sif | Hedge Fund | $2.1B | 15 | Jun 29, 2021 |
| Clarion Gables Multifamily Trust Parallel Fund, L.P. | Hedge Fund | $1.1B | 3 | May 31, 2018 |
| Clarion Logistics Uk Fund Scsp | Real Estate Fund | $675M | 10 | Dec 22, 2023 |
| Civ Portfolio, LPno longer reported | Real Estate Fund | $351M | 1 | Jun 29, 2021 |
| Campus-Clarion Student Housing Partners, LP | Real Estate Fund | $201M | 35 | Mar 26, 2015 |
| Cv Qoz Partners B, LP | Real Estate Fund | $186M | 75 | Jun 30, 2020 |
| Cv Qoz Partners A, LP | Real Estate Fund | $124M | 55 | Jun 30, 2020 |
| Clarion Partners Real Estate Idf, LP | Real Estate Fund | $46.9M | 1 | Jun 28, 2019 |
| Clarion Partners Debt Investment Fund, LP | Real Estate Fund | $39.7M | 33 | Mar 29, 2016 |
| Lion Mexico Fund, L.P. | Real Estate Fund | $36.2M | 14 | Mar 30, 2012 |
| Clarion Partners Multi Strategy Real Estate Offshore Fund LP | Real Estate Fund | $30.9M | 29 | Jun 30, 2020 |
| Clarion Retail, L.P. | Real Estate Fund | $24.0M | 2 | Jun 30, 2017 |
| Clarion Ventures 4 L.P. | Real Estate Fund | $16.4M | 24 | Mar 29, 2016 |
| Clarion Ventures 4 Parallel L.P. | Real Estate Fund | $11.0M | 1 | Jun 30, 2017 |
| Clarion Development Ventures III L.P. | Real Estate Fund | $3.2M | 21 | Mar 30, 2012 |
| Lion Gables Apartment Fund, L.P.no longer reported | Real Estate Fund | $1.3M | 70 | Mar 30, 2012 |
| Lion Value Fund, L.P.no longer reported | Real Estate Fund | $1.0M | 41 | Mar 30, 2012 |
| Clarion Ventures 4 Parallel II L.P. | Real Estate Fund | $968,011 | 1 | May 31, 2018 |
| Clarion Development Ventures II L.P.no longer reported | Real Estate Fund | $0 | 39 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Kimberly Adams · Managing Directorcontrolsince 02/2024 · owns less than 5%
- M Susan Ansel · Executive Board Membercontrolsince 01/2023 · owns less than 5%
- J Ralph Belford · Chief Investment Officercontrolsince 01/2022 · owns less than 5%
- Marie Susan Boccardi · General Counsel & Chief Compliance Officercontrolsince 07/2019 · owns less than 5%
- Thomas David Confer · Executive Board Membercontrolsince 01/2021 · owns less than 5%
- Jonathan Gelb · Executive Board Membercontrolsince 01/2023 · owns less than 5%
- Joseph David Gilbert · Chief Executive Officercontrolsince 05/2017 · owns less than 5%
- Brown Heather Hopkins · Chief Financial Officercontrolsince 04/2022 · owns less than 5%
- Indraneel Karlekar · Managing Directorcontrolsince 01/2024 · owns less than 5%
- Hugh Jeffrey Macdonnell · Chief Marketing Officercontrolsince 03/2014 · owns less than 5%
- Richard Craig Tagen · Head Of Portfolio Management & Separate Accountscontrolsince 01/2008 · owns less than 5%
Entity owners
- Clarion Partners Holdings LLC · Managing Memberdirect · owns 75% or more
- Franklin Resources, Inc. · Sole Shareholder Of Legg Mason, Inc.indirect · owns 75% or more of Legg Mason, Inc. · public reporting company
- Legg Mason, Inc. · Memberindirect · owns 75% or more of Clarion Partners Holdings LLC
Related persons
Schedule D 7.A
- Campus-Clarion Student Housing Partners Gp, LLCpooled vehicle sponsory
- Cdv III Non-U.S. Debt Feeder Gp, LLCpooled vehicle sponsory
- Cdv III Non-U.S. Feeder Gp, LLCpooled vehicle sponsory
- Clarion Development III, LLCpooled vehicle sponsory
- Clarion Europe Logistics V Cc Gp Limitedpooled vehicle sponsory
- Clarion European Logistics Gp Sarlpooled vehicle sponsory
- Clarion Gables Multifamily Trust Gp, LLCpooled vehicle sponsory
- Clarion Lion Properties Fund Holdings Feeder Manager, LLCpooled vehicle sponsory
- Clarion Logistics Uk Gp Sarlpooled vehicle sponsory
- Clarion Partners Debt Investment Fund Gp, LLCpooled vehicle sponsory
- Clarion Partners Emea Limitedbroker-dealery
- Clarion Partners Europe (U.K.) Limitedbroker-dealerinvestment advisery
- Clarion Partners Europe Limitedinvestment advisery
- Clarion Partners Lpf Gp, LLCpooled vehicle sponsory
- Clarion Partners Real Estate Idf Gp, LLCpooled vehicle sponsory
- Clarion Partners Securities, LLCbroker-dealery
- Clarion Retail Gp, LLCpooled vehicle sponsory
- Clarion Ventures 4 Parallel II, LLCpooled vehicle sponsory
- Clarion Ventures 4 Parallel, LLCpooled vehicle sponsory
- Clarion Ventures 4, LLCpooled vehicle sponsory
- Cv Qoz Partners A Gp, LLCpooled vehicle sponsory
- Cv Qoz Partners B Gp, LLCpooled vehicle sponsory
- Franklin Distributors, LLCbroker-dealern
- Franklin Templeton Australia Limitedinvestment adviserbankn
- Franklin Templeton Fund Adviser, LLCinvestment adviserbanknRAUM $167B
- Franklin Templeton International Services S.A R.L.broker-dealerinvestment adviserbankn
- Franklin Templeton Investment Management Limitedinvestment adviserbanknRAUM $41B
- Franklin Templeton Japan Co., Ltd (Ft Japan)investment advisern
- Legg Mason International Holdings, LLCpooled vehicle sponsorn
- Lion Mexico Fund Gp, L.L.C.pooled vehicle sponsory
Advisers that list Clarion Partners as a related person
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX49 employees
- Los Angeles, CA34 employees
- Boston, MA8 employees
- Atlanta, GA4 employees
- Washington, DC3 employees
- Chicago, IL3 employees
- Dallas, TX2 employees
- West Palm Beach, FL1 employees
What changed
consecutive filings, newest first
- Private funds · 20 to 22Jan 12, 2026 to Feb 27, 2026
- Charity clients · 1.0 to unsetDec 18, 2025 to Jan 12, 2026
- Pension plan clients · 4.0 to unsetDec 18, 2025 to Jan 12, 2026
- Accounts · 41 to 45Aug 6, 2025 to Dec 18, 2025
- Advisory employees · 177 to 180Aug 6, 2025 to Dec 18, 2025
- BD registered reps · 18 to 19Aug 6, 2025 to Dec 18, 2025
- Charity clients · unset to 1.0Aug 6, 2025 to Dec 18, 2025
- Pension plan clients · unset to 4.0Aug 6, 2025 to Dec 18, 2025
- Pooled vehicle clients · 23 to 27Aug 6, 2025 to Dec 18, 2025
- Assets in custody · $643M to $442MAug 6, 2025 to Dec 18, 2025
- Employees · 295 to 321Aug 6, 2025 to Dec 18, 2025
- Other offices · 8 to 6Aug 6, 2025 to Dec 18, 2025
- Private funds · 17 to 20Aug 6, 2025 to Dec 18, 2025
- Discretionary RAUM · $66B to $67BAug 6, 2025 to Dec 18, 2025
- Non-discretionary RAUM · $6.9B to $6.2BAug 6, 2025 to Dec 18, 2025
- Pension RAUM · $1.7B to $1.4BAug 6, 2025 to Dec 18, 2025
- Pooled vehicle RAUM · $61B to $62BAug 6, 2025 to Dec 18, 2025
- RAUM · $73B to $74BAug 6, 2025 to Dec 18, 2025
- Financial planning clients · unset to Dec 20, 2024 to Feb 28, 2025
- Accounts · 42 to 41Dec 22, 2023 to Dec 20, 2024
- Advisory employees · 189 to 177Dec 22, 2023 to Dec 20, 2024
- BD registered reps · 20 to 18Dec 22, 2023 to Dec 20, 2024
- Pension plan clients · 5.0 to unsetDec 22, 2023 to Dec 20, 2024
- Pooled vehicle clients · 22 to 23Dec 22, 2023 to Dec 20, 2024
- Assets in custody · $1.8B to $643MDec 22, 2023 to Dec 20, 2024
- Employees · 305 to 295Dec 22, 2023 to Dec 20, 2024
- Discretionary RAUM · $72B to $66BDec 22, 2023 to Dec 20, 2024
- Non-discretionary RAUM · $7.7B to $6.9BDec 22, 2023 to Dec 20, 2024
- Pension RAUM · $2.1B to $1.7BDec 22, 2023 to Dec 20, 2024
- Pooled vehicle RAUM · $64B to $61BDec 22, 2023 to Dec 20, 2024
- RAUM · $79B to $73BDec 22, 2023 to Dec 20, 2024
- BD registered reps · 21 to 20Dec 20, 2022 to Dec 22, 2023
- Advisory employees · 188 to 189Dec 20, 2022 to Dec 22, 2023
- Assets in custody · $2.2B to $1.8BDec 20, 2022 to Dec 22, 2023
- Employees · 297 to 305Dec 20, 2022 to Dec 22, 2023
- Other offices · 7 to 8Dec 20, 2022 to Dec 22, 2023
- Private funds · 16 to 17Dec 20, 2022 to Dec 22, 2023
- Discretionary RAUM · $76B to $72BDec 20, 2022 to Dec 22, 2023
- Non-discretionary RAUM · $8.0B to $7.7BDec 20, 2022 to Dec 22, 2023
- Pension RAUM · $2.6B to $2.1BDec 20, 2022 to Dec 22, 2023
Signals
11 dated events
- Kimberly Adams (Managing Director) appeared on Schedule A of Clarion PartnersDec 20, 2024 · Control person joined · fact
- Indraneel Karlekar (Managing Director) appeared on Schedule A of Clarion PartnersDec 20, 2024 · Control person joined · fact
- Louis Edward Carey (Executive Board Member) no longer on Schedule A of Clarion Partners (listed 2022-12-20, absent 2023-12-22)Dec 22, 2023 · Control person left · inference
- M Susan Ansel (Executive Board Member) appeared on Schedule A of Clarion PartnersDec 22, 2023 · Control person joined · fact
- Jonathan Gelb (Executive Board Member) appeared on Schedule A of Clarion PartnersDec 22, 2023 · Control person joined · fact
- Clarion Partners reported RAUM $83.8B, up 27% from $66.0B (2022-01-02 to 2022-12-20)Dec 20, 2022 · RAUM change · derived
- Joel Stephen Furnary (Non-Executive Chairman & Director) no longer on Schedule A of Clarion Partners (listed 2022-01-02, absent 2022-12-20)Dec 20, 2022 · Control person left · inference
- James Patrick Tully (Chief Financial Officer) no longer on Schedule A of Clarion Partners (listed 2022-01-02, absent 2022-12-20)Dec 20, 2022 · Control person left · inference
- Brown Heather Hopkins (Chief Financial Officer) appeared on Schedule A of Clarion PartnersDec 20, 2022 · Control person joined · fact
- Thomas David Confer (Executive Board Member) appeared on Schedule A of Clarion PartnersJan 7, 2021 · Control person joined · fact
- Marie Susan Boccardi (General Counsel & Chief Compliance Officer) appeared on Schedule A of Clarion PartnersAug 28, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Clarion Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/clarion-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CLARIONPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-883-2500reportedpublic record, Form ADV, Feb 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $74Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Clarion Partners is the same institution as 1 record in Real Estate Funds.
Real 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.
Checking your plan…