Ing Clarion Partners, LLC (New York)

Name: Ing Clarion Partners, LLC
Address: 230 Park Avenue, New York, NY, 10169
Telephone: 212.883.2500

Ing Clarion Partners, LLC is a large advisory firm based in New York. It manages $22.65 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2005.

Ing Clarion Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ing Clarion Partners: assets under management

The assets under management (AUM) of Ing Clarion Partners, LLC is $22.65 billion. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.49 billion in discretionary accounts and $9.16 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $963.65 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.02 billion.

Ing Clarion Partners has custody of $75.81 million in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ing Clarion Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ing Clarion Partners, LLC

David Joseph Gilbert has served as the Chief Investment Officer since 1 Oct 2010 and Stephen Joel Furnary is the Chief Executive Officer of Ing Clarion Partners, LLC family office. Clarion Partners Holdings Llc joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Ing Clarion Partners Holdings	Member	1 Nov 1998	75% - 100%	58-2442752
Stephen J Furnary	Executive officer	1 Nov 1998	Other	2583676
Charles Grossman	Executive officer	1 Nov 1998	Other	4347640
Stephen Joel Furnary	Chief executive officer	1 Nov 1998	Other	2583676
C. Stephen Cordes	Executive officer	1 Jan 2003	Other	4646753
Jeffrey A. Barclay	Executive officer	1 Jan 2003	Other	2312293
Peter H. Zappulla	Executive officer, chief compliance officer	1 Jan 2004	Other	4797999
Stephen Bernard Hansen	Executive officer	1 Jan 2004	Other	5283026
Stephen B. Hansen	Executive officer	1 Jan 2004	Other	5283026
Patrick James Tully	Director of finance	1 Jan 2006	Other	2954150
Nathaniel Kiernan	General counsel & chief compliance officer	1 Jul 2008	Other	5241175
David Joseph Gilbert	Chief investment officer	1 Oct 2010	Other	1747016
Clarion Partners Holdings Llc	Managing member	1 Jun 2011	75% - 100%	35-2409831

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Ing Rei Clarion Holding	Shareholder and manager	1 Nov 1998	75% - 100%	58-2442755
Ing Real Estate Investment Management (U.S.A.) B.V.	Shareholder and manager	1 Nov 1998	75% - 100%	ein foreign
Ing Real Estate Investment Management Holding B.V.	Shareholder and manager	1 Nov 1998	75% - 100%	ein foreign
Ing Real Estate B.V.	Shareholder and manager	1 Nov 1998	75% - 100%	ein foreign
Ing Vastgoed Management Holding B.V.	Shareholder and manager	1 Nov 1998	75% - 100%	ein foreign
Ing Bank N.V.	Shareholder and manager	1 Nov 1998	75% - 100%	ein foreign
Ing Groep N.V.	Shareholder and manager	1 Nov 1998	75% - 100%	ein foreign
L.P. Lightyear Fund Iii Aiv	Member	1 Jun 2011	50% - 75%	38-3842139

Based in New York

The principal office where Ing Clarion Partners, LLC performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212.883.2500 or by fax 212.883.2700. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ingclarion.com.