ClearBridge Investments, LLC
advisor25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21+4 YoYRank #755 of mapped providers
Assets under administration$7.5B0.0%Market share · rank #1482
Fees received$2MMedian $32,712/planSum across Schedule C direct + indirect
Net wins YoY+66 won · 0 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 ClearBridge Investments, LLC plan look like?
Service mix · median fees per plan
Count of plans where ClearBridge Investments, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 18 | $12,654 | |
Investment management fees paid directly by plan; Other investment fees and expensesCode 51 | 3 | $123,796 | |
Investment advisory (plan)Code 27 | 1 | $55,768 |
Competitor overlap
Percent of ClearBridge Investments, LLC'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 ClearBridge Investments, LLC.
| Sponsor | From | Assets |
|---|---|---|
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUNDNJ · 226109064-001 | Crescent Capital Group LP | $370M |
TIDALHEALTH, INC.MD · 522132761-001 | Morgan Stanley | $163M |
ROSE COMPANIES EMPLOYER, LLCOH · 813982831-002 | Wells Fargo | $36M |
JERRY'S GM, LLCTX · 364623085-002 | Truist Advisory Services Inc. | $17M |
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSIONMI · 382256143-001 | Novara Tesija Catenacci McDonald | $3M |
HOLTZ BUILDERS, INC.WI · 391777699-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under ClearBridge Investments, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $719,881 | 8y | - |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $144,014 | 5y | 1 |
TORRANCE HEALTH ASSOCIATIONCA · 330073515-001 | $436M | 2,854 | $123,796 | 5y | - |
TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 80 PENSION FUNDMI · 386105633-001 | $422M | 3,275 | $0 | 8y | - |
REFRIGERATION, A/C & SERVICE DIV. (UA-NJ) PENSION FUNDNJ · 226109064-001 | $410M | 3,374 | $63,669 | 5y | - |
ROOFERS LOCAL 149 PENSION FUNDMI · 381425819-001 | $334M | 2,553 | $171,576 | 5y | - |
BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUNDNY · 111880353-001 | $269M | 1,695 | $19,448 | 6y | - |
BOARD OF TRUSTEES LOCAL 456 PENSION FUNDNY · 136123973-001 | $266M | 2,207 | $206,250 | 8y | - |
BOARD OF TRUSTEES LOCAL 456 ANNUITY FUNDNY · 136889226-001 | $254M | 1,810 | $208,496 | 8y | - |
BOARD OF TRUSTEES PENSION PLAN OF STEAMFITTERS PENSION FUND LOCAL 475NJ · 226029738-001 | $198M | 1,045 | $62,912 | 4y | - |
Flag exposure
90.5%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 (25)
Raw Schedule C names collapsed into ClearBridge Investments, LLC.
- BENTLEY UNIVERSITY
- BENTLEY, RASBAND & O
- BENTLY BRATCHER & ASSOCIATES, P.C.
- BENTLY, BRATCHER & ASSOCIATES, P.C.
- BENTOAK CAPITAL
- BENTSON VUONA & WESTERSTEN LLP
- CLEARBRIDGE
- CLEARBRIDGE ADVISORS
- CLEARBRIDGE AGG GR A
- CLEARBRIDGE ASSET MANAGEMENT
- CLEARBRIDGE ASSET MMANAGEMENT
- CLEARBRIDGE FUND
- CLEARBRIDGE FUNDS
- CLEARBRIDGE INTERNATIONAL
- CLEARBRIDGE INTERNATIONAL GROWTH
- CLEARBRIDGE INVESTEMENTS
- CLEARBRIDGE INVESTMENT
- CLEARBRIDGE INVESTMENT LLC
- CLEARBRIDGE INVESTMENT, LLC
- CLEARBRIDGE INVESTMENTS
- CLEARBRIDGE INVESTMENTS LLC
- CLEARBRIDGE INVESTMENTS, LLC
- CLEARBRIDGE LRG CAP GROWTH IS
- CLEARBRIDGE MANAGEMENT
- CLEARBRIDGE, 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 ClearBridge Investments, LLC'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 | 2 | 9.52% | 1.71% | +7.81 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 9.52% | 1.76% | +7.77 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 ClearBridge Investments, LLC. 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 ClearBridge Investments, LLC'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 |
|---|---|---|
| Watkins Pawlick Calati & Prifti PC | 4 | 19.1% |
| Blitman & King LLP | 2 | 9.5% |
| Lindabury, McCormick, Estabrook & Cooper | 2 | 9.5% |
| Asher Kelly | 1 | 4.8% |
| Baab & Denison, LLP | 1 | 4.8% |
| Barnes, Iaccarino & Sheperd LLP | 1 | 4.8% |
| Larry Magarik, Esq. | 1 | 4.8% |
| Legghio & Israel, P.C. | 1 | 4.8% |
| OBrien, Belland & Bushinsky, LLC | 1 | 4.8% |
| Rothman Rocco & Laruffa LLP | 1 | 4.8% |