TEMPLETON INVESTMENT COUNSEL, LLC
Adviser information for TEMPLETON INVESTMENT COUNSEL, LLC last updated from Form ADV on January 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | SEPTEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 33 |
|---|---|
| Investment Advisory/Research | 20 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 572 | $6.4B |
| Non-Discretionary | 6 | $15.8M |
| Total | 578 | $6.4B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 533 | $114.6M |
| HNW Individuals | <5 | $7.3M |
| Banking or thrift institutions | <5 | $6.1M |
| Investment companies | 5 | $2.3B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 15 | $1.6B |
| Pension and profit sharing plans | <5 | $91.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 6 | $1.5B |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $465.7M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $374.9M |
| Other | 5 | $9.7M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 15 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 129.5M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| INVESTMENT MANAGEMENT SERVICES PROGRAM | MORGAN STANLEY |
| STRATIS PROGRAM | J. P. MORGAN SECURITIES INC. |
| MANAGED360 PROGRAM | BNY MELLON ADVISORS, INC. |
| SELECT UMA | MORGAN STANLEY |
| SELECT RETIREMENT PROGRAM | MORGAN STANLEY |
| NO PROGRAM NAME | SANCTUARY ADVISORS, LLC |
| MANAGED ACCOUNT RESOURCE | ENVESTNET PMC |
| MANAGED ACCOUNT SOLUTIONS | ENVESTNET PORTFOLIO SOLUTIONS, INC. |
| MANAGER ACCESS SELECT | LPL FINANCIAL LLC |
| PRIVATE ADVISOR NETWORK | WELLS FARGO INVESTMENTS, LLC |
| UNIFIED MANAGED ACCOUNT | STEPHENS |
| ASSETMARK PLATFORM | ASSETMARK, INC. |
| BENJAMIN F. EDWARDS SEPARATELY MANAGED PORTFOLIOS | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED |
| CHASE WEALTH MANAGEMENT PORTFOLIO MANAGER PROGRAM (PMP) | J.P. MORGAN SECURITIES LLC |
| THIRD PARTY MODELS PROGRAM | ENVESTNET PMC |
| UMA | HSBC SECURITIES (USA) INC. |
| MULTIPLE OVERLAY MANAGER MODEL PROGRAM (UNIFIED MANAGED ACCOUNT PROGRAM) | BNY MELLON ADVISORS, INC. |
| NO PROGRAM NAME | STEPHENS |
| MANAGER SELECT | LPL FINANCIAL LLC |
| WEALTH ARCHITECT | ENVESTNET PMC |
| J.P. MORGAN SECURITIES STRATEGIC INVESTMENT SERVICES (STRATIS) PROGRAM | J.P. MORGAN SECURITIES LLC |
Principal Office
300 SOUTHEAST 2ND STREETFT. LAUDERDALE
FL
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: (954) 527-7500, Fax: (954) 527-7329
Websites
www.facebook.com/franklintempleton/
twitter.com/fti_us
www.tiktok.com/@franklintempleton
www.linkedin.com/company/franklin-templeton
www.franklintempleton.com
www.youtube.com/user/franklintempletontv
twitter.com/fti_emerging
franklintempletontalkingmarkets.libsyn.com
soundcloud.com/franklintempleton
instagram.com/franklintempleton
Chief Compliance Officer
BJORN A DAVIS
CHIEF COMPLIANCE OFFICER
300 ATLANTIC ST., 12TH FLOOR
STAMFORD
CT
United States
Tel:
203-905-5348
B**********@********************M
(Full email address available in API data)
Industry Affiliates
| ALCENTRA LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| ALCENTRA NY, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BENEFIT STREET PARTNERS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE. LTD | Other investment adviser, including financial planners |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BSP CLO MANAGEMENT LLC | Other investment adviser, including financial planners |
| CLARION PARTNERS | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| CLARION PARTNERS EMEA LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CLARION PARTNERS EUROPE (U.K.) LIMITED | Other investment adviser, including financial planners |
| CLARION PARTNERS EUROPE LIMITED | Other investment adviser, including financial planners |
| CLARION PARTNERS SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | Other investment adviser, including financial planners |
| CLEARBRIDGE INVESTMENTS LIMITED | Other investment adviser, including financial planners |
| CLEARBRIDGE INVESTMENTS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CLEARBRIDGE RARE INFRASTRUCTURE INTERNATIONAL PTY LIMITED | Other investment adviser, including financial planners |
| DARBY ASIA INVESTORS (HK), LTD. | Other investment adviser, including financial planners |
| DARBY ASIA INVESTORS, LTD. | Other investment adviser, including financial planners |
| DARBY OVERSEAS PARTNERS, L.P. | Other investment adviser, including financial planners |
| FIDUCIARY TRUST COMPANY INTERNATIONAL | Trust company |
| FIDUCIARY TRUST COMPANY OF CANADA | Other investment adviser, including financial plannersTrust company |
| FIDUCIARY TRUST INTERNATIONAL OF THE SOUTH | Commodity pool operator or commodity trading advisorTrust company |
| FIDUCIARY TRUST INTERNATIONAL, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN ADVISERS, INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN ADVISORY SERVICES, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN BSP CAPITAL ADVISER LLC | Other investment adviser, including financial planners |
| FRANKLIN BSP LENDING ADVISER, L.L.C. | Other investment adviser, including financial planners |
| FRANKLIN DISTRIBUTORS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| FRANKLIN MUTUAL ADVISERS, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V., SOCIEDAD OPERADORA DE FONDOS DE INVERSION | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON AUSTRALIA LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON FUND ADVISER, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INSTITUTIONAL, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT LIMITED | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
| FRANKLIN TEMPLETON INVESTMENTS CORP. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FRANKLIN TEMPLETON JAPAN CO., LTD. | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | Other investment adviser, including financial planners |
| FRANKLIN TEMPLETON TRUSTEE SERVICES PRIVATE LIMITED | Trust company |
| FTC INVESTOR SERVICES INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| K2 ADVISORS, L.L.C. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| K2/D&S MANAGEMENT CO., L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| LEGG MASON (CHILE) INVERSIONES HOLDINGS LIMITADA | Other investment adviser, including financial planners |
| LEXINGTON ADVISORS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| LEXINGTON PARTNERS L.P. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| MARTIN CURRIE INC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Other investment adviser, including financial planners |
| ROYCE FUND SERVICES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ROYCE INVESTMENT PARTNERS | Other investment adviser, including financial planners |
| TEMPLETON ASSET MANAGEMENT (POLAND) TFI S.A. | Other investment adviser, including financial planners |
| TEMPLETON ASSET MANAGEMENT LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| TEMPLETON GLOBAL ADVISORS LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| TEMPLETON HANA ASSET MANAGEMENT CO., LTD. | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS LIMITADA | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY LIMITED | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY LTD | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY PTE LTD | Other investment adviser, including financial planners |
| WESTERN ASSET MANAGEMENT COMPANY PTY LTD | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TEMPLETON CHINA OPPORTUNITIES FUND, LTD. | PRIVATE INVESTMENT FUND | $161.8M | $1.0M | 1 |
| TEMPLETON EUROPEAN LONG-SHORT EQUITY (CAYMAN) FUND, LTD. | Hedge Fund | $1.9M | $0.1M | 1 |
| TEMPLETON EUROPEAN LONG-SHORT EQUITY (MASTER) FUND, LTD. | Hedge Fund | $2.3M | $0.1M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TEMPLETON WORLDWIDE, INC. | Domestic Entity | – | CORP. PARENT OF TICL: 100% | 01/2001 | > 75% |
| NORI, PETER, ANTHONY | Individual | – | EXEC. VP/PORTFOLIO MGR.-RESEARCH ANALYST | 01/2001 | < 5% |
| FRANKLIN RESOURCES, INC. | Domestic Entity | LEGG MASON, INC. | PARENT CORPORATION OF TWI:100% | 07/2020 | > 75% |
| HODES, HARLAN, BRADFORD | Individual | – | EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGER-RESEARCH ANALYST | 11/2011 | < 5% |
| PLAFKER, JED, ANDREW | Individual | – | EXECUTIVE VICE PRESIDENT | 09/2018 | < 5% |
| LEGG MASON, INC. | Domestic Entity | TEMPLETON WORLDWIDE, INC. | SHAREHOLDER | 06/2021 | > 75% |
| MERCHANT, THOMAS, CLIFTON | Individual | – | CHIEF LEGAL OFFICER | 05/2022 | < 5% |
| AVIGDOR, LEEOR, PAUL | Individual | – | TREASURER | 05/2023 | < 5% |
| DAVIS, BJORN, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |