Clarion Cra Securities LP (Radnor)

Name: Clarion Cra Securities LP
Address: 259 N. Radnor Chester Rd Ste 205, Radnor, PA, 19087
Telephone: 610-995-2500

Clarion Cra Securities LP is a large advisory firm based in Radnor. It manages $2.66 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Clarion Cra Securities provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Clarion Cra Securities: assets under management

The assets under management (AUM) of Clarion Cra Securities LP is $2.66 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.66 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clarion Cra Securities LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Clarion Cra Securities LP

Thomas Ritson Ferguson has served as the Chief Investment Officer since 1 Nov 1998. C. Stephen Cordes joined the executive team most recently as the Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Ritson Ferguson	Executive officer/chief investment officer	1 Nov 1998	Other	4363319
Jarrett Burt Kling	Executive officer	1 Nov 1998	Other	1028926
Kenneth Dale Campbell	Portfolio manager	1 Nov 1998	Other	1043965
John A. Weisz	Executive officer	1 Nov 1998	Other	4363345
Stephen J Furnary	Executive officer	1 Nov 1998	Other	2583676
Charles Grossman	Executive officer	1 Nov 1998	Other	4347640
Ing Cra Real Estate Securities Holdings Inc.	General partner	1 Nov 1998	75% - 100%	58-2442753
Inc. Ing Clarion Realty Services Holdings	Limited partner	1 Nov 1998	Other	58-2442750
Sherry L. Rexroad	Portfolio manager	1 Nov 1998	Other	4363427
Arnoldus Wilhelm Veenhuysen	Executive officer	1 Nov 1998	Other	4347249
Joseph Patrick Smith	Portfolio manager	1 Aug 2001	Other	2627429
C. Stephen Cordes	Executive officer	1 Jan 2003	Other	4646753
Jeffrey A. Barclay	Executive officer	1 Jan 2003	Other	2312293
Heather Ann Trudel	Compliance officer	1 Jan 2003	Other	4784061

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ing Rei Clarion Holdings Inc.	Shareholder and manager	1 Nov 1998	75% - 100%	58-2442755

Based in Radnor

The principal office where Clarion Cra Securities LP performs its advisory services is located at 259 N. Radnor Chester Rd Ste 205, Radnor, PA 19087, 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 610-995-2500 or by fax 610-964-0410. The normal business hours are 8:30-5:30pm on Monday - Friday. You can find more information about the New York firm at www.crainvest.com.