# ClearBridge Investments: portfolio, investments and team

> ClearBridge Investments is a vc firm based in United States. 5 investments on record, latest Nov 2015. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/clearbridge-investments (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# ClearBridge Investments

Last cheque observed Nov 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

Quiet VC firm

Growth Pre-IPO Infrastructure Marketing

Cheques on record

**0%** of best year **0** **cheques in 12 months**, 5 on record

Since the last cheque **3984** days **00** hrs **00** min **00** sec

Median round **$106M** Rounds led **0 of 5** Mostly in **United States, 100%**

Pitch ClearBridge Investments

## ClearBridge Investments highlights

- 01 5 rounds on record
- 02 Mostly Series E and Series F: 100% of its rounds

## What they do

- **Type:** VC firm (from a list, unverified)
- **Cheque size:** Not stated
- **Stages:** Growth Pre-IPO
- **Sectors:** Infrastructure Marketing
- **Based in:** New York, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **5 appearances**

- **2015** 2 rounds
- **Nov** **[AppDynamics](https://millionrounds.com/company/appdynamics)** Series F · US **$158M** With 11 others
- **May** **[DocuSign](https://millionrounds.com/company/docusign)** Series F · US **$233M** With 10 others
- **2014** 3 rounds
- **Sept** **[DataStax](https://millionrounds.com/company/datastax)** Series E · US **$106M** With 8 others
- **Jul** **[AppDynamics](https://millionrounds.com/company/appdynamics)** Series E · US **$70M** With 6 others
- **Jan** **[Turn](https://millionrounds.com/company/turn)** Series E · US **$80M** With 9 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **10 named**

BR **Brian R Murphy** Chief Compliance Officer i Form ADV

GL **Gwen Louise Shaneyfelt** Director i Form ADV

JB **Jasna Brblic Dolgov** General Counsel i Form ADV

JA **Jed Andrew Plafker** Director i Form ADV

JM **Jennifer Morrow Johnson** Director i Form ADV

JR **John Randolph Haller** Chief Operating Officer i Form ADV

MN **Matthew Nicholls** Director i Form ADV

NL **Nicole Lorraine Tarallo** Director i Form ADV

SK **Scott Keith Glasser** Chief Investment Officer i Form ADV

TJ **Terrence James Murphy** President i Form ADV

We also hold **8** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$185B** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Clearbridge Investments, LLC
- **SEC number:** CRD 137028

Funds on its Form ADV

**4** private funds, **$118M** in gross assets · filed Dec 2024

Hedge **3** Trust **1**

- ClearBridge CDIP Feeder Fund, L.P. *Hedge* 81 investors $60M
- CIT - International Growth *Trust* 7 investors $42M
- ClearBridge Select, L.P. *Hedge* 3 investors $11M
- ClearBridge Global Healthcare Innovations, L.P. *Hedge* 2 investors $4.7M

## The cheque

Growth Pre-IPO

Median round joined **$106M** the round, not its cheque

Led 0 of 5 rounds **0%**

- **Sole investor:** Never alone
- **Last cheque:** Nov 2015

Rounds by stage said on their site

- Series E *3*
- Series F *2*
- Growth said *-*
- Pre-IPO said *-*

Cheques by year Led Joined

2014 2015

Often in the room with

- [Kleiner Perkins Caufield & Byers](https://millionrounds.com/fund/kleiner-perkins-caufield-and-byers) 3
- [Battery Ventures](https://millionrounds.com/fund/battery-ventures) 2
- [Cross Creek](https://millionrounds.com/fund/cross-creek) 2
- [Greylock](https://millionrounds.com/fund/greylock-partners) 2
- [Lightspeed Venture Partners](https://millionrounds.com/fund/lightspeed-venture-partners) 2
- [Sands Capital Ventures](https://millionrounds.com/fund/sands-capital-ventures) 2

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## Who they invest alongside

The investors most often in the same rounds as ClearBridge Investments. A count of rooms they were both in, not a relationship either has claimed.

[**Kleiner Perkins Caufield & Byers** VC firm **3** rounds together](https://millionrounds.com/fund/kleiner-perkins-caufield-and-byers)[**Battery Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/battery-ventures)[**Cross Creek** VC firm **2** rounds together](https://millionrounds.com/fund/cross-creek)[**Greylock** VC firm **2** rounds together](https://millionrounds.com/fund/greylock-partners)[**Lightspeed Venture Partners** VC firm **2** rounds together](https://millionrounds.com/fund/lightspeed-venture-partners)[**Sands Capital Ventures** Private equity **2** rounds together](https://millionrounds.com/fund/sands-capital-ventures)[**Wasatch Advisors** Growth equity **2** rounds together](https://millionrounds.com/fund/wasatch-advisors)

## Quick answers about ClearBridge Investments

### What does ClearBridge Investments invest in?

ClearBridge Investments invests most often at Series E and Series F (100% of the rounds on record), in sectors such as Infrastructure and Marketing.

### How active is ClearBridge Investments?

5 investments on record, 0 of them in the last 12 months. The most recent was in Nov 2015.

### How big are ClearBridge Investments's cheques?

The median round it joins is $106M.

### Does ClearBridge Investments lead rounds?

Rarely, if at all: none of its 5 investments on record names it as the lead.

### Where does ClearBridge Investments invest?

Most of the companies it backs are in the United States (100%).

### Is ClearBridge Investments investing now?

No investments in the last 12 months; the latest was in Nov 2015.

### Who does ClearBridge Investments invest alongside?

Most often Kleiner Perkins Caufield & Byers (3 rounds together), Battery Ventures (2 rounds together) and Cross Creek (2 rounds together).

### What kind of investor is ClearBridge Investments?

ClearBridge Investments is a VC firm based in New York, United States.

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