Investment adviser · CRD 137028

CLEARBRIDGE INVESTMENTS, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Aug 28, 2026

Regulatory AUM: $185B
Client accounts: 12,530
Employees: 210
Advisory professionals: 71

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	44	$74,573,109,468	40.4%
Individuals	122,494	$47,400,706,326	25.6%
Other investment advisers	68	$42,802,647,874	23.2%
Pooled investment vehicles	47	$11,012,705,365	6.0%
Retirement plans	469	$2,633,923,657	1.4%
Corporations & businesses	659	$2,500,911,796	1.4%
Charities	244	$1,534,944,648	0.8%
High-net-worth individuals	452	$1,315,287,880	0.7%
Insurance companies	Fewer than 5	$445,393,178	0.2%
Banks & thrifts	33	$313,927,095	0.2%
Government entities	17	$276,255,643	0.1%

Filing source

Form ADV 2129348 · Aug 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

6 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CIT - INTERNATIONAL GROWTHOther Private Fund · Last reported Aug 28, 2026$49.5MGross asset value

Fund administrator THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KREISCHER MILLER HORSHAM, Pennsylvania, United States

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KREISCHER MILLER
PCAOB 1110

Fund details & source

Fund ID: 805-3842910101
Reported beneficial owners: 7
Minimum commitment: $1M

Form ADV 2129348 · Aug 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARBRIDGE CDIP FEEDER FUND, LPHedge Fund · Last reported Aug 28, 2026$13.6MGross asset value

Form D fundraising filings

ClearBridge CDIP Feeder Fund, LP

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8585367928
Reported beneficial owners: 20
Minimum commitment: $0
Form D file number: 021-118926

Form ADV 2129348 · Aug 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARBRIDGE SELECT, LPHedge Fund · Last reported Aug 28, 2026$4.45MGross asset value

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8702508110
Reported beneficial owners: 3
Minimum commitment: $1M
Form D file number: 021-104447

Form ADV 2129348 · Aug 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARBRIDGE GLOBAL HEALTHCARE INNOVATIONS, LPHedge Fund · Last reported Aug 28, 2026$1.46MGross asset value

Custodian STATE STREET BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-3066742556
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-118928

Form ADV 2129348 · Aug 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEARBRIDGE GROUP TRUSTOther Private Fund · Last reported May 26, 2020$31.8MGross asset value

Fund administrator THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KREISCHER MILLER HORSHAM, Pennsylvania, United States

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KREISCHER MILLER
PCAOB 1110

Fund details & source

Fund ID: 805-1821799580
Reported beneficial owners: 1
Minimum commitment: $1M

Form ADV 1425675 · May 26, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CIT - INT'L SMALL CAP OPPORTUNITYOther Private Fund · Last reported Jul 10, 2023$2.36MGross asset value

Fund administrator THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KREISCHER MILLER HORSHAM, Pennsylvania, United States

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KREISCHER MILLER
PCAOB 1110

Fund details & source

Fund ID: 805-2571875180
Reported beneficial owners: 2
Minimum commitment: $1M

Form ADV 1773903 · Jul 10, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 28, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

ONE MADISON AVENUE, 18TH FLOOR
NEW YORK, NY, 10010, United States

CRD 137028

Filing source

Form ADV 2129348 · Aug 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.