CLARION CAPITAL PARTNERS, LLC
Adviser information for CLARION CAPITAL PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 34 |
|---|---|
| Investment Advisory/Research | 23 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 18 | $1.7B |
| Non-Discretionary | 0 | $0 |
| Total | 18 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 17 | $1.7B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $2.5M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 47 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73755 |
|---|---|
| SEC ERA File Number | 801-73755 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157038 |
| Legal Entity Identifier | None |
Principal Office
527 MADISON AVENUE10TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 AM - 6 PM
Tel: 212-821-0170, Fax: 212-371-7597
Chief Compliance Officer
BRIAN CHIBWE
CHIEF FINANCIAL OFFICER
527 MADISON AVENUE
10TH FLOOR
NEW YORK
NY
United States
Tel:
212-821-0170
Fax:
2123717597
B******@******************M
(Full email address available in API data)
Industry Affiliates
| CLARION CAPITAL MANAGEMENT GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CLARION CAPITAL PARTNERS, LP | Sponsor, GP, manager of pooled investment vehicles |
| CLARION CLO GP, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CLARION CLO II GP, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CLARION INVESTORS GP II, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CLARION INVESTORS GP III, LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CAS CO-INVEST, LP | Private Equity Fund | $36.0M | $0.1M | 41 |
| CLARION CLO OPPORTUNITY MASTER FUND II, LP | Private Equity Fund | $210.5M | $0.1M | 83 |
| CLARION CLO OPPORTUNITY MASTER FUND, LP | Private Equity Fund | $56.9M | $0.1M | 83 |
| CLARION INVESTORS II, L.P. | Private Equity Fund | $37.3M | $0.3M | 115 |
| CLARION INVESTORS III LP | Private Equity Fund | $445.4M | $0.1M | 150 |
| CLARION INVESTORS IV (OFFSHORE), L.P. | Private Equity Fund | $0.1M | $5.0M | 46 |
| CLARION INVESTORS IV, L.P. | Private Equity Fund | $0.2M | $5.0M | 165 |
| CLARION MANAGEMENT PARTNERS, LP | Private Equity Fund | $0.0M | $0.1M | 0 |
| CLARION STRUCTURED CREDIT INSURANCE FUND, LP | INSURANCE DEDICATED FUND | $33.0M | $1.0M | 37 |
| MADISON LOGIC CO-INVEST L.P. | Private Equity Fund | $13.6M | $0.1M | 25 |
| RIGHTSOURCE CO-INVEST, LP | Private Equity Fund | $0.2M | $0.1M | 13 |
| V10 CO-INVEST, LP | Private Equity Fund | $60.2M | $0.1M | 36 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| UTAY, MARC, ALAN | Individual | – | MANAGING PARTNER | 11/1999 | < 5% |
| KOGAN, ERIC, D | Individual | – | PARTNER | 04/2002 | < 5% |
| CLARION CAPITAL PARTNERS, LP | Foreign Entity | – | SOLE MEMBER | 12/2012 | > 75% |
| CLARION OPERATING GP, LLC | Foreign Entity | CLARION CAPITAL PARTNERS, LP | GENERAL PARTNER | 12/2012 | |
| KOGAN, ERIC, D | Individual | CLARION CAPITAL PARTNERS, LP | LIMITED PARTNER | 01/2013 | 25-50% |
| UTAY, MARC, ALAN | Individual | CLARION OPERATING GP, LLC | MANAGING MEMBER | 12/2012 | 50-75% |
| KOGAN, ERIC, D | Individual | CLARION OPERATING GP, LLC | MANAGING MEMBER | 12/2012 | 25-50% |
| UTAY, MARC, ALAN | Individual | CLARION CAPITAL PARTNERS, LP | LIMITED PARTNER | 12/2012 | 50-75% |
| CHIBWE, BRIAN, TICHATONGA | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | 06/2021 | < 5% |