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ClearBridge Investments

ClearBridge Investments

New York City, New Yorkclearbridge.com

Overview

ClearBridge Investments is a global equity manager that provides discretionary investment management services and is focused on delivering long-term results through active management.

Year Founded

2005

AUM

$189.6B

Portfolio Companies

10

Investments

ClearBridge Investments investments
CompanyDateStageLead
DatabricksSep 2023Series ICo-investor
KlaviyoMay 2021Series DCo-investor
DataRobotDec 2020Series F ExtensionCo-investor
Caris Life SciencesMay 2021Growth EquityCo-investor
DocuSignApr 2018IPOCo-investor
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Key People

Bayley Davis

Managing Director -Client Portfolio Manager

Brian R Murphy

Chief Compliance Officer, Managing Director

Cris Lamdin

Managing Director

Diane Keady

Managing Director, Portfolio Manager

Ermin Dervisevic

Managing Director

Michael Testorf

Managing Director, Portfolio Manager

Nicole Tarallo

Managing Director - Head of Client Service

Peter Bourbeau

Managing Director Portfolio Manager Clearbridge Investments

Peter Luke

Managing Director

Peter V.

Managing Director Portfolio Manager

Reed Cassady

Portfolio Manager, Managing Director

Sam Peters

Managing Director

Sean Bogda

Managing Director, Portfolio Manager

Greg Herneman

Vice President - Client Portfolio Manager

Ajay Dayal

Director, Client Portfolio Manager

Kathleen Anderson

Head of Americas Business Development, Client Portfolio Manager, Director, Product Specialist

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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FAQ

Where is ClearBridge Investments based?

ClearBridge Investments is headquartered in New York City, New York, United States.

When was ClearBridge Investments founded?

ClearBridge Investments was founded in 2005.

How many portfolio companies does ClearBridge Investments have?

ClearBridge Investments has 10 portfolio companies in Caplight's dataset.

What are some companies in ClearBridge Investments's portfolio?

Portfolio companies visible on Caplight include Databricks, Klaviyo, DataRobot, Caris Life Sciences, DocuSign.

What was ClearBridge Investments's most recent investment shown here?

ClearBridge Investments's most recent investment in this portfolio sample was in Databricks in 2023.

What sectors does ClearBridge Investments focus on?

ClearBridge Investments focuses on Enterprise Software, Healthcare & Life Sciences, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software, FinTech, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure.

What company stages does ClearBridge Investments focus on?

ClearBridge Investments typically invests at the Late stage.

What is ClearBridge Investments's AUM?

ClearBridge Investments's assets under management are estimated between $100.0B and $195.5B.

Firmographic Details

HeadquartersNew York City, New York
Year Founded2005
AUM$189.6B

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