Investment adviser · CRD 157038
CLARION CAPITAL PARTNERS, LLC
NEW YORK, NY, United States · Form ADV filed Mar 29, 2024
- Regulatory AUM
- $1.74B Form ADV · Item 5.F
- Client accounts
- 18 Accounts, not individual clients
- Employees
- 34 Reported in this filing
- Advisory professionals
- 23 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $1,057,549,351 | 24 | Mar 31, 2022 |
| 2022 | $1,949,479,578 | 26 | Mar 31, 2023 |
| 2023 | $1,737,302,031 | 34 | Mar 29, 2024 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 17 | $1,734,849,444 | 99.9% |
| Other clients | Fewer than 5 | $2,452,587 | 0.1% |
Filing source
Form ADV 1846588 · Mar 29, 2024 · Item 5.D
Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
12 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
MADISON LOGIC CO-INVEST L.P.Private Equity Fund$13.6MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE, LLP
PCAOB 34
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-5182579712
- Reported beneficial owners
- 25
- Minimum commitment
- $100K
- Form D file number
- 021-275053
Form ADV 1846588 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
RIGHTSOURCE CO-INVEST, LPPrivate Equity Fund$180KGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35
Fund details & source
- Fund ID
- 805-9294773368
- Reported beneficial owners
- 13
- Minimum commitment
- $50K
- Form D file number
- 021-293054
Form ADV 1846588 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CLARION INVESTORS IV, L.P.Private Equity Fund · Master$164KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-3181544326
- Reported beneficial owners
- 165
- Minimum commitment
- $5M
Form ADV 1846588 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CLARION INVESTORS IV (OFFSHORE), L.P.Private Equity Fund · Master$65.8KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-3904440974
- Reported beneficial owners
- 46
- Minimum commitment
- $5M
Form ADV 1846588 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CLARION MANAGEMENT PARTNERS, LPPrivate Equity Fund$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RAICH ENDE MALTER & CO. LLP
PCAOB 50
BANK OF AMERICA
LEI 9DJT3UXIJIZJI4WXO7
Fund details & source
- Fund ID
- 805-1650866070
- Reported beneficial owners
- 0
- Minimum commitment
- $50K
Form ADV 1846588 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since May 19, 2023 · previous imported filing
- Regulatory AUM$1,949,479,578 → $1,737,302,031
- Employees26 → 34
Filing source
Form ADV 1846588 · Mar 29, 2024 · Items 1 & 5
Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $1.74B
- Non-discretionary
- $0
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
527 MADISON AVENUE, 10TH FLOORNEW YORK, NY, 10022, United States
CRD 157038
Filing source
Form ADV 1846588 · Mar 29, 2024 · Items 1 & 5
Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.