Clarion Capital Partners, Llc
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 24
- Avg AUM / client
- $78.8M
- Accounts
- 24
- Employees
- 38
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 22 | $1.9B | 97.9% |
| Insurance companies | 1 | $37.6M | 1.99% |
| Other | 1 | $1.6M | 0.08% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $893M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Clarion Investors Iii Lp | Private Equity Fund | Cayman Islands | $445M | 150 |
| Clarion Clo Opportunity Master Fund Ii, Lp master | Private Equity Fund | Cayman Islands | $211M | 105 |
| V10 Co Invest, Lp | Private Equity Fund | Delaware | $60.2M | 36 |
| Clarion Clo Opportunity Master Fund, Lp master | Private Equity Fund | Cayman Islands | $56.9M | 83 |
| Clarion Investors Ii, L.P. master | Private Equity Fund | Delaware | $37.3M | 115 |
| Cas Co Invest, Lp | Private Equity Fund | Delaware | $36.0M | 41 |
| Clarion Structured Credit Insurance Fund, Lp | Other Private Fund | Delaware | $33.0M | 37 |
| Madison Logic Co Invest L.P. | Private Equity Fund | Delaware | $13.6M | 25 |
| Rightsource Co Invest, Lp | Private Equity Fund | Delaware | $180K | 13 |
| Clarion Investors Iv, L.P. master | Private Equity Fund | Delaware | $164K | 165 |
| Clarion Investors Iv (Offshore), L.P. master | Private Equity Fund | Delaware | $65.8K | 46 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Utay, Marc, Alan | Managing Partner | Nov 1999 (27y) | 50% – 75% of Clarion Operating Gp, Llc (indirect) | |
| Kogan, Eric, D | Partner | Apr 2002 (24y) | ≈ 18.75% – 50% via Clarion Capital Partners, Lp | |
| Chibwe, Brian, Tichatonga | Chief Financial Officer | Jun 2021 (5y) | Less than 5% | |
| Sipos, Jeffrey, Adam | Chief Compliance Officer / General Counsel | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clarion Capital Partners, Lp | Sole Member | Dec 2012 | A | 75% or more |
| Clarion Operating Gp, Llc | General Partner | Dec 2012 | B | GP / trustee / elected manager of Clarion Capital Partners, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kogan, Eric, D: 25% – 50% of Clarion Capital Partners, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (11, $893M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Clarion Investors Iii Lp | Private Equity Fund | $445M | $100K | 150 |
| Clarion Clo Opportunity Master Fund Ii, Lp | Private Equity Fund | $211M | $50.0K | 105 |
| V10 Co Invest, Lp | Private Equity Fund | $60.2M | $150K | 36 |
| Clarion Clo Opportunity Master Fund, Lp | Private Equity Fund | $56.9M | $50.0K | 83 |
| Clarion Investors Ii, L.P. | Private Equity Fund | $37.3M | $250K | 115 |
| Cas Co Invest, Lp | Private Equity Fund | $36.0M | $1.0M | 41 |
| Clarion Structured Credit Insurance Fund, Lp | Other Private Fund | $33.0M | $1.0M | 37 |
| Madison Logic Co Invest L.P. | Private Equity Fund | $13.6M | $100K | 25 |
| Rightsource Co Invest, Lp | Private Equity Fund | $180K | $50.0K | 13 |
| Clarion Investors Iv, L.P. | Private Equity Fund | $164K | $5.0M | 165 |
| Clarion Investors Iv (Offshore), L.P. | Private Equity Fund | $65.8K | $5.0M | 46 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.74 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $3.3M (0% of AUM) Jun 2021
- Wells Fargo $1.6M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗