TEMPLETON ASSET MANAGEMENT LTD.

Adviser information for TEMPLETON ASSET MANAGEMENT LTD. last updated from Form ADV on March 27th, 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 Other (specify)
Fiscal Year End SEPTEMBER
Legal Location Singapore

Employees

Total Number of Employees 89
Investment Advisory/Research 43
Registered Broker-Dealer Representatives 0
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 94 $26.3B
Non-Discretionary 0 $0
Total 94 $26.3B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 11 $6.3B
Investment companies 8 $2.1B
Business development companies 0 $0
Pooled investment vehicles 56 $9.3B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers <5 $97,188
Insurance companies <5 $300.2M
Sovereign wealth funds and foreign official institutions <5 $914.0M
Corporations or other businesses 6 $412.1M
Other 21 $6.9B
Type Number
No. of Non-RAUM Clients 11
No. of Non-U.S. Clients 91

Services

Advisory Services Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPORTFOLIO MANAGEMENT FOR FUNDS AND INSTITUTIONAL CLIENTS THAT ARE NOT UNITED STATES RESIDENTS
Compensation % of AUMPerformance-based fees
Other Business Activities Broker-dealerCommodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-46997
SEC ERA File Number 801-46997
SEC CIK Numbers 926430, 1039348
SEC CRD Numbers 111382
Legal Entity Identifier 7AYVD3NQFQ1OTZURH567

Principal Office

7 TEMASEK BLVD., SUNTEC TOWER 1
#38-03
SINGAPORE
Singapore
Monday - Friday, 9:00 A.M. TO 6:00 P.M.
Tel: 65-6241-0777, Fax: 65-6338-7677

Chief Compliance Officer

SER CHON GOH
CHIEF COMPLIANCE OFFICER
7 TEMASEK BLVD., SUNTEC TOWER 1
#38-03
SINGAPORE
Singapore
Tel: +65 6432 9411
Fax: +65 6338 7677
(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 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
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 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
TEMPLETON INVESTMENT COUNSEL, LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
TEMPLETON RESTRUCTURED INVESTMENTS III, LTD. Sponsor, GP, manager of pooled investment vehicles
TEMPLETON RESTRUCTURED INVESTMENTS IV, LTD. Sponsor, GP, manager of pooled investment vehicles
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 STRATEGIC EMERGING MARKETS FUND III, LDC Private Equity Fund $0.0M $5.0M 33
TEMPLETON STRATEGIC EMERGING MARKETS FUND IV LDC Private Equity Fund $0.0M $4.0M 35

Control Persons

Name Type Entity Title Since Ownership
FRANKLIN RESOURCES, INC. Domestic Entity LEGG MASON, INC. SHAREHOLDER 07/2020 > 75%
TEMPLETON WORLDWIDE, INC. Domestic Entity TEMPLETON INTERNATIONAL, INC. SHAREHOLDER 10/1992 > 75%
FRANKLIN TEMPLETON CAPITAL HOLDINGS PRIVATE LIMITED Foreign Entity SHAREHOLDER 09/2010 > 75%
TEMPLETON INTERNATIONAL, INC. Domestic Entity FRANKLIN TEMPLETON CAPITAL HOLDINGS PRIVATE LIMITED SHAREHOLDER 09/2010 50-75%
GOH, SER CHON, N/A Individual CHIEF COMPLIANCE OFFICER 01/2017 < 5%
LIM, SEH KUAN, N/A Individual DIRECTOR 10/2019 < 5%
SEKHON, MANRAJ, SINGH Individual CO-CHIEF EXECUTIVE OFFICER AND EXECUTIVE DIRECTOR 10/2019 < 5%
ONG, TEK-KHOAN, N/A Individual DIRECTOR 03/2017 < 5%
LEGG MASON, INC. Domestic Entity TEMPLETON WORLDWIDE, INC. SHAREHOLDER 06/2021 > 75%
Ahmad, Tariq, Ashfaq Individual DIRECTOR & CO-CEO 04/2022 < 5%
ETP HOLDINGS (CAYMAN) LIMITED Foreign Entity FRANKLIN TEMPLETON CAPITAL HOLDINGS PRIVATE LIMITED SHARE HOLDER 10/2021 25-50%
TEMPLETON INTERNATIONAL, INC. Domestic Entity ETP HOLDINGS (CAYMAN) LIMITED SHAREHOLDER 10/2021 > 75%
MERCHANT, THOMAS, CLIFTON Individual CHIEF LEGAL OFFICER 05/2022 < 5%

No. Employees, Historic

90450201920202021202220232024202584 on 5/6/201984 on 7/29/201984 on 9/24/201984 on 11/7/201981 on 12/26/201981 on 3/26/202081 on 4/17/202081 on 5/14/202072 on 12/23/202072 on 2/1/202172 on 10/11/202170 on 12/24/202170 on 3/30/202270 on 5/11/202270 on 5/13/202277 on 12/21/202277 on 1/18/202389 on 12/22/202389 on 1/24/202489 on 3/27/2024

RAUM, Historic

40B20B0201920202021202220232024202530100068969 on 5/6/201930100068969 on 7/29/201930100068969 on 9/24/201930100068969 on 11/7/201925877973350 on 12/26/201925877973350 on 3/26/202025877973350 on 4/17/202025877973350 on 5/14/202027049335965 on 12/23/202027049335965 on 2/1/202127049335965 on 10/11/202129411528084 on 12/24/202129411528084 on 3/30/202229411528084 on 5/11/202229411528084 on 5/13/202221819228761 on 12/21/202221819228761 on 1/18/202326300150380 on 12/22/202326300150380 on 1/24/202426300150380 on 3/27/2024

No. Clients, Historic

2001000201920202021202220232024202575 on 5/6/201975 on 7/29/201975 on 9/24/201975 on 11/7/201966 on 12/26/201966 on 3/26/202066 on 4/17/202066 on 5/14/202073 on 12/23/202073 on 2/1/202173 on 10/11/202193 on 12/24/202193 on 3/30/202293 on 5/11/202293 on 5/13/202293 on 12/21/202293 on 1/18/2023102 on 12/22/2023102 on 1/24/2024102 on 3/27/2024