Investment adviser · CRD 157038

CLARION CAPITAL PARTNERS, LLC

NEW YORK, NY, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$1.89B
Form ADV · Item 5.F
Client accounts
24
Accounts, not individual clients
Employees
38
Reported in this filing
Advisory professionals
25
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$975M$1.95BFY 2021: $1,057,549,351.00FY 2021FY 2022: $1,949,479,578.00FY 2022FY 2023: $1,737,302,031.00FY 2023FY 2024: $1,925,439,245.00FY 2024FY 2025: $1,890,798,236.00FY 2025

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.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$1,057,549,35124Mar 31, 2022
2022$1,949,479,57826Mar 31, 2023
2023$1,737,302,03134Mar 29, 2024
2024$1,925,439,24536Mar 31, 2025
2025$1,890,798,23638Mar 30, 2026

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles22$1,851,637,91097.9%
Insurance companiesFewer than 5$37,601,0112.0%
Other clientsFewer than 5$1,559,3150.1%
Filing source

Form ADV 2079425 · Mar 30, 2026 · Item 5.D

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

DELOITTE & TOUCHE LLP

Auditor · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

Private funds & service providers

12 detailed fund records

Largest 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.

CLARION INVESTORS III LPPrivate Equity Fund$513MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator STANDISH MANAGEMENT NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian J.P. MORGAN PRIVATE BANK NEWARK, Delaware, United States Related to adviser: No Other funds reporting this name →
Custodian SILICON VALLEY BANK AS A DIVISION OF FIRST CITIZEN BANK RALEIGH, North Carolina, United States Related to adviser: No Other funds reporting this name →
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 AS A DIVISION OF FIRST CITIZEN BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-1367990057
Reported beneficial owners
156
Minimum commitment
$100K
Form D file number
021-299602

Form ADV 2079425 · Mar 30, 2026 · Schedule D 7.B.(1)

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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 CLO OPPORTUNITY MASTER FUND III, LPPrivate Equity Fund · Master$136MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian COMPUTERSHARE CORPORATE TRUST COLUMBIA, Maryland, United States Related to adviser: No Other funds reporting this name →
Marketer ROSARIO CAPITAL LTD TEL AVIV, Israel Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-4676019558
Reported beneficial owners
44
Minimum commitment
$5M
Form D file number
021-505788

Form ADV 2079425 · Mar 30, 2026 · Schedule D 7.B.(1)

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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 CLO OPPORTUNITY MASTER FUND II, LPPrivate Equity Fund · Master$121MGross asset value

Form D fundraising filings

View filings for the issuers linked by this fund’s reported Form D file numbers.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian COMPUTERSHARE CORPORATE TRUST COLUMBIA, Maryland, United States Related to adviser: No Other funds reporting this name →
Marketer ROSARIO CAPITAL LTD. TEL AVIV, Israel Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-3280281502
Reported beneficial owners
95
Minimum commitment
$50K
Form D file number
021-398226
Form D file number
021-398224

Form ADV 2079425 · Mar 30, 2026 · Schedule D 7.B.(1)

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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$111MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator STANDISH MANAGEMENT NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian SILICON VALLEY BANK AS A DIVISION OF FIRST CITIZEN BANK RALEIGH, North Carolina, United States Related to adviser: No Other funds reporting this name →
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 AS A DIVISION OF FIRST CITIZEN BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-3181544326
Reported beneficial owners
179
Minimum commitment
$5M
Form D file number
021-463638

Form ADV 2079425 · Mar 30, 2026 · Schedule D 7.B.(1)

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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 STRUCTURED CREDIT INSURANCE FUND, LPOther Private Fund$55.5MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SALI FUND PARTNERS, LLC AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor BDO AUSTIN, Texas, United States Other funds reporting this name →
Custodian WELLS FARGO BANK, NA COLUMBIA, Maryland, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 244

Fund details & source
Fund ID
805-1006320939
Reported beneficial owners
67
Minimum commitment
$1M
Form D file number
021-76044

Form ADV 2079425 · Mar 30, 2026 · Schedule D 7.B.(1)

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

V10 CO-INVEST, LPPrivate Equity Fund$50.1MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator STANDISH MANAGEMENT NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian SILICON VALLEY BANK AS A DIVISION OF FIRST CITIZEN BANK RALEIGH, North Carolina, United States Related to adviser: No Other funds reporting this name →
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
805-6711660450
Reported beneficial owners
36
Minimum commitment
$150K
Form D file number
021-467804

Form ADV 2079425 · Mar 30, 2026 · Schedule D 7.B.(1)

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

CAS CO-INVEST, LPPrivate Equity Fund$43.5MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator STANDISH MANAGEMENT NEW YORK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian SILICON VALLEY BANK AS A DIVISION OF FIRST CITIZEN BANK RALEIGH, North Carolina, United States Related to adviser: No Other funds reporting this name →
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
805-1125449021
Reported beneficial owners
41
Minimum commitment
$100K
Form D file number
021-439167

Form ADV 2079425 · Mar 30, 2026 · Schedule D 7.B.(1)

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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 9, 2025 · previous imported filing

  • Regulatory AUM$1,925,439,245 → $1,890,798,236
  • Employees36 → 38
Filing source

Form ADV 2079425 · Mar 30, 2026 · Items 1 & 5

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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
$1.89B
Non-discretionary
$0

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

527 MADISON AVENUE, 10TH FLOOR
NEW YORK, NY, 10022, United States

CRD 157038

Filing source

Form ADV 2079425 · Mar 30, 2026 · Items 1 & 5

Reported by CLARION CAPITAL PARTNERS, LLC (CRD 157038).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.