Legg Mason
About Legg Mason
Legg Mason is a publicly listed company based in Baltimore (United States) founded in 1899, and was acquired by Franklin Templeton Investments in February 2020. Diversified investment management services are offered globally. Legg Mason has completed 8 acquisitions, including Barrett Associates, Berkshire Asset Management and Clarion Partners. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Legg Mason was founded in 1899 in Baltimore, United States, as an investment management firm. A broad spectrum of services is provided, including asset management across equities, fixed income, and alternative investments. Operations are conducted through subsidiaries and affiliates, serving institutional and retail clients. The firm focuses on global markets while maintaining its headquarters in the United States.
- Headquarters Baltimore, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website leggmason.com
- Social LinkedIn X Facebook
- Acquired by Franklin Templeton Investments (Feb 2020)
- Annual Revenue$19.78 M (USD)19.53as on Oct 31, 2025
- Net Profit$15.47 M (USD)-47.91as on Oct 31, 2025
- EBITDA$20.32 M (USD)-42.99as on Oct 31, 2025
- Latest Funding Round$4.32M (USD), Post-IPO
Feb 2018
- InvestorsKKR
& 4 more
- Investments & AcquisitionsBarrett Associates
& 7 more
- Acquired byFranklin Templeton Investments
(Feb 2020)
Funding Insights of Legg Mason
- Total Rounds 5
- Last Round Post-IPO — $4.32M
- First Round $1.25B
(Jan 2008)
- Investors Count 4
All 5 funding rounds of Legg Mason with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2018 | $4.32M | Post-IPO | – | – | |
| Dec 2016 | $500M | Post-IPO | – | – | |
| Feb 2015 | $50M | Post-IPO | – | – | – |
| Oct 2009 | Post-IPO | – | – | ||
| Jan 2008 | $1.25B | Post-IPO | – | – |
5 investors in total: 5 institutional.
Investors in Legg Mason
Legg Mason has secured backing from 5 investors, including institutional and venture fund investors. Prominent investors backing the company include KKR, DuPont and Shanda.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
VC firm investing primarily in China, the US and Israel | shanda.com | Menlo Park, United States | ||
Investment management and private equity are focused on multiple sectors. | trianpartners.com | New York, United States | ||
Multiple sectors are invested in by this private equity firm. | 1976 | kkr.com | New York, United States | |
| dupontcapital.com | ||||
Diversified investment management is provided, focused on venture capital funds. | franklinresources.com | Rancho Cordova, United States |
Investor details for Legg Mason
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Legg Mason
697 people are tracked at Legg Mason (321 in leadership, 10 in board & advisors, 366 in team).
| Name | Role | Group |
|---|---|---|
Adam B. Spector | EVP, Head of Global Distribution | Leadership |
Dapo Ogunbiyi | Executive Director | Leadership |
Matthew Nicholls | EVP, Chief Financial Officer | Leadership |
Cody Squassi | Associate Vice President, ETF Distribution | Leadership |
Pierre Caramazza | Head Of Business Development Strategy, Public Market Investments | Leadership |
Gordon Nicholson | Co Head Of Institutional Portfolio Management | Leadership |
Sam Roach | Director, Portfolio Manager | Leadership |
Gregory McFadden | Vice President - Alternatives Ops | Leadership |
Thomas Roubach | Head Of Retail Distribution - France/luxembourg/monaco | Leadership |
Matteo Ghelfi | Head Of EU Corporate Governace | Leadership |
Silas W. Clements | Director, Product Technology | Leadership |
Diane Liermann | Director - HR Shared Services - Americas | Leadership |
Deweese W. Smith | Director, Investment Operations | Leadership |
Kevin Russell | Regional Vice President At Franklin Templeton Investments | Leadership |
Joe Keleman | Vice President Of Technology | Leadership |
Chris Franta | Vp, Investment Director - Franklin Templeton Fixed Income | Leadership |
David Fearnley | Head Of Retail Sales Management | Leadership |
Brian Lenhardt | Head Of Investment Operations And Risk Management, Public Market Investments | Leadership |
Selene Oh | Chief Communications Officer / Head Of Investor Relations | Leadership |
Marc Centeno | Director Of Marketing | Leadership |
677 more people are available in the full profile.
Complete people profiles for Legg Mason
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
IPO & Listings of Legg Mason
Legg Mason is a publicly listed company on the NYSE with ticker symbol BWG in USA, operating in the Miscellaneous sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date02 Apr 2012
- Listed onNYSE: BWG
- Listed entityBrandywineGLOBAL Global Income Opportunities Fund Inc
- Exchange sectorMiscellaneous
Investments & Acquisitions by Legg Mason
Legg Mason has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Barrett Associates, Berkshire Asset Management and Clarion Partners.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Online portfolio advice is provided for investors' allocation and education. | financialguard.com | Salt Lake, United States | 2009 | Jul 2016 | •••• | |
Financial advisory services for the real estate industry are provided. | clarionpartners.com | Smyrna, United States | 1982 | Jan 2016 | $585M | |
Diversified infrastructure investments are managed by RARE Infrastructure. | rareinfrastructure.com | Sydney, Australia | 2006 | Jul 2015 | $200M | |
Diversified investment management services are provided globally from Edinburgh. | martincurrie.com | Edinburgh, United Kingdom | 1881 | Jul 2014 | $9.8B | |
Multi-asset multi-strategy hedge fund investments are managed from London. | fauchierpartners.com | London, United Kingdom | 1994 | Mar 2013 | $6B | |
Limited information available | barrettassociates.com | New York, United States | 1937 | Dec 2000 | •••• | |
Investment advisory services are provided by Berkshire Asset Management. | berkmgt.com | Wilkes Barre, United States | 1986 | Aug 1999 | •••• | |
Fixed-income and alternative investments are managed by the firm. | westernasset.com | Pasadena, United States | 1971 | Dec 1986 | •••• |
Complete acquisition details for Legg Mason
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Legg Mason
13 dated milestones of Legg Mason across 121 years, from founding to its latest funding, stage changes and deals.
- Founded Legg Mason is founded.
- Acquisition Acquires Western Asset.
- Acquisition Acquires Berkshire Asset Management.
- Acquisition Acquires Barrett Associates.
- Funding First funding round of $1.2B.
- IPO Lists on the stock exchange (IPO).
- Acquisition Acquires Fauchier Partners.
- Acquisition Acquires Martin Currie.
- Acquisition Acquires RARE Infrastructure.
- Acquisition Acquires Clarion Partners.
- Acquisition Acquires Financial Guard.
- Funding Latest funding round, Post-IPO, of $4.3M.
- Exit Acquired by Franklin Templeton Investments.
Competitors of Legg Mason
Legg Mason has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Legg Mason
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Legg Mason
The website of Legg Mason (leggmason.com) receives about 1.7K visits a month.
- Monthly visits1.7K
▼ 9.6% vs previous month
Websites whose visitors overlap most with Legg Mason. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| westernasset.com | 100% | 16.6K | #1,624,527 | View details | |
| fidelity.com | 96% | 129.5M | #275 | View details | |
| americancentury.com | 89% | 428.3K | #105,562 | View details | |
| oppenheimerfunds.com | 83% | 1.8K | #9,134,411 | View details | |
| schwab.com | 83% | 94M | #365 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 16 similar websites and full traffic analytics for Legg Mason
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 16 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Legg Mason (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Legg Mason
Complete news archive for Legg Mason
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Legg Mason
Legg Mason was founded in 1899 and raised its 1st funding round 109 years after it was founded.
Legg Mason is headquartered in Baltimore, United States. It is registered at Baltimore, Maryland, United States.
Annual revenue of Legg Mason is $19.78M as on Oct 31, 2025.
Legg Mason was founded in 1899 in Baltimore, United States, as an investment management firm. A broad spectrum of services is provided, including asset management across equities, fixed income, and alternative investments. Operations are conducted through subsidiaries and affiliates, serving institutional and retail clients. The firm focuses on global markets while maintaining its headquarters in the United States.
Legg Mason's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Yes, Legg Mason is publicly traded on NYSE under the ticker symbol BWG.
Legg Mason has made 8 acquisitions, including Barrett Associates, Berkshire Asset Management, and Clarion Partners.
Legg Mason has 5 investors. Key investors include KKR, DuPont, Shanda, Trian Partners, and Franklin Resources.
Yes. Legg Mason was acquired by Franklin Templeton Investments in February 2020.