Clarion Partners
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+1 YoYRank #1452 of mapped providers
Assets under administration$5.9B0.0%Market share · rank #1739
Fees received$2MMedian $149,071/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Clarion Partners plan look like?
Service mix · median fees per plan
Count of plans where Clarion Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 9 | $164,492 | |
Investment management fees paid directly by plan; Custodial (other than securities)Code 18 | 1 | $133,650 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $184,485 | |
Investment management fees paid directly by planCode 51 | 1 | $22,414 |
Competitor overlap
Percent of Clarion Partners's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Clarion Partners.
| Sponsor | From | Assets |
|---|---|---|
PLUMBERS & STEAMFITTERS LOCAL UNION NO. 102TN · 626077945-001 | Flexible Plan Investments, Ltd | $93M |
Plans lost in 2024
Appeared last year under Clarion Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHEET METAL WORKERS LOCAL 224 PENSION FUND BD OF TRUSTEESMI · 316171353-001 | Clarion Lion Properties Fund LP | $69M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GROWMARK INC.IL · 370815318-334 | $1.1B | 7,445 | $287,602 | 7y | - |
BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUNDMO · 436059213-001 | $1.0B | 7,502 | $525,425 | 10y | - |
OHIOHEALTH CORPORATIONOH · 314394942-333 | $743M | 14,079 | $317,512 | 9y | - |
GROWMARK INC.IL · 370815318-002 | $680M | 3,868 | $289,728 | 7y | - |
ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN BOARD OF TRUSTEESWI · 391291994-002 | $651M | 4,993 | $184,485 | 3y | - |
BOARD OF TRUSTEES OF ADMINISTRATIVE DISTRICT COUNCIL 1 PENSION FUNDIL · 366489098-001 | $544M | 5,273 | $109,737 | 3y | - |
STP NUCLEAR OPERATING COMPANYTX · 760517597-001 | $400M | 1,146 | $164,492 | 6y | - |
TRUSTEES OF BRICKLAYERS AND STONE MASONS IL DC NO. 1 B.A.C. ANNUITY FUIL · 363794397-001 | $288M | 5,019 | $59,969 | 2y | - |
TEKNOR APEX COMPANYRI · 050306609-003 | $243M | 1,689 | $133,650 | 3y | - |
PLUMBERS LOCAL NO. 8 PENSION PLANMO · 446010180-001 | $123M | 1,266 | $31,389 | 1y | - |
Flag exposure
91.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into Clarion Partners.
- BENESCH FRIENDLANDER COPLAN& ARONO
- BENESYNC
- CLARION PARTNERS
- CLARION PARTNERS INVESTMENT MANAGEM
- CLARION PARTNERS LLC
- CLARION PARTNERS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Clarion Partners's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Clarion Partners. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Clarion Partners's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Asher Gittler & D'Alba Ltd | 2 | 16.7% |
| Dowd Bloch Bennett & Cervone | 2 | 16.7% |
| Baker & Hostetler LLP | 1 | 8.3% |
| Blake & Uhlig, P.A. | 1 | 8.3% |
| Laner Muchin Ltd. | 1 | 8.3% |
| Reinhart Boerner Van Deuren S.C. | 1 | 8.3% |
| Spencer Fane | 1 | 8.3% |
| Stranch, Jennings & Garvey | 1 | 8.3% |