FRANKLIN TEMPLETON INSTITUTIONAL, LLC
Adviser information for FRANKLIN TEMPLETON INSTITUTIONAL, LLC last updated from Form ADV on March 28th, 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 | 152 |
|---|---|
| Investment Advisory/Research | 28 |
| Registered Broker-Dealer Representatives | 16 |
| 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 | 139 | $24.7B |
| Non-Discretionary | 4 | $174.2M |
| Total | 143 | $24.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $8.4M |
| Banking or thrift institutions | <5 | $2.0B |
| Investment companies | 50 | $7.4B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 26 | $4.3B |
| Pension and profit sharing plans | 7 | $1.0B |
| Charitable organizations | <5 | $46.5M |
| State or municipal gov entities | 7 | $2.7B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 7 | $1.5B |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 28 | $5.6B |
| Other | 9 | $288.7M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 27 |
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 clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
280 PARK AVENUENEW YORK
NY
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: (212) 632-3000, Fax: None
Websites
www.facebook.com/franklintempleton/
franklintempletontalkingmarkets.libsyn.com
soundcloud.com/franklintempleton
instagram.com/franklintempleton
www.youtube.com/user/franklintempletontv
instagram.com/franklintempleton
twitter.com/fti_us
www.franklintempleton.com
www.linkedin.com/company/franklin-templeton
twitter.com/fti_emerging
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 ASIA OPPORTUNITIES FUND III MANAGEMENT CO., LTD. | Sponsor, GP, manager of pooled investment vehicles |
| DARBY LATIN AMERICAN INVESTORS, LTD. | Sponsor, GP, manager of pooled investment vehicles |
| DARBY LATIN AMERICAN MEZZANINE MANAGEMENT II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| DARBY OVERSEAS INVESTMENTS, LTD. | Sponsor, GP, manager of pooled investment vehicles |
| DARBY OVERSEAS PARTNERS, L.P. | Other investment adviser, including financial planners |
| DARBY-PROBANCO INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| 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 MDP GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| 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 GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| 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 REAL ESTATE ADVISORS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FRANKLIN TEMPLETON REAL ESTATE ADVISORS II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FRANKLIN TEMPLETON REAL ESTATE ADVISORS IIIA GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FRANKLIN TEMPLETON REAL ESTATE ADVISORS IIIB GP, S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| FRANKLIN TEMPLETON SOCIAL INFRASTRUCTURE GP, S.� R.L. | Sponsor, GP, manager of pooled investment vehicles |
| FRANKLIN TEMPLETON TRUSTEE SERVICES PRIVATE LIMITED | Trust company |
| 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 |
| TEMPLETON INVESTMENT COUNSEL, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| VIKING GP, 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 |
|---|---|---|---|---|
| EMERGING MANAGER REAL ESTATE FUND OF FUNDS, LP | Real Estate Fund | $22.1M | $25.0M | 4 |
| EUROLOG L.P. | Real Estate Fund | $26.8M | $0.0M | 1 |
| FRANKLIN TEMPLETON CLIMATE ALPHA OPPORTUNITY FUND (US), LP | Private Equity Fund | $65.0M | $10.0M | 2 |
| FRANKLIN TEMPLETON CLIMATE ALPHA OPPORTUNITY FUND, LP | Private Equity Fund | $0.0M | $10.0M | 0 |
| FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND IIA, L.P. | Real Estate Fund | $45.5M | $5.0M | 6 |
| FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND IIB, L.P. | Real Estate Fund | $118.0M | $5.0M | 7 |
| FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND IIIA, L.P | Real Estate Fund | $25.9M | $0.1M | 14 |
| FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND IIIB, SCSP | Real Estate Fund | $198.6M | $0.1M | 14 |
| FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND, L.P. (SERIES A) | Real Estate Fund | $12.6M | $5.0M | 6 |
| FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND, L.P. (SERIES B/C) | Real Estate Fund | $18.8M | $5.0M | 5 |
| LAKE MONTAUK REAL ESTATE FUND OF FUNDS, L.P. | Real Estate Fund | $168.8M | $0.0M | 2 |
| MDP RE 2015, L.P. | Real Estate Fund | $78.5M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| YUN, WILLIAM, YOUNG | Individual | – | EXECUTIVE VICE PRESIDENT | 10/2001 | < 5% |
| PLAFKER, JED, ANDREW | Individual | – | EXECUTIVE VICE PRESIDENT | 04/2009 | < 5% |
| FRANKLIN RESOURCES, INC. | Domestic Entity | – | MEMBER | 10/2012 | > 75% |
| DESAI, SONAL | Individual | – | EXECUTIVE VICE PRESIDENT | 12/2018 | < 5% |
| MCCARTHY, MICHAEL, PAUL | Individual | – | EXECUTIVE VICE PRESIDENT | 12/2018 | < 5% |
| MERCHANT, THOMAS, CLIFTON | Individual | – | CHIEF LEGAL OFFICER | 05/2022 | < 5% |
| DAVIS, BJORN, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |
| AVIGDOR, LEEOR, PAUL | Individual | – | TREASURER | 05/2023 | < 5% |
| CURTIS, JONATHAN, TOURTELLOTTE | Individual | – | EXECUTIVE VICE PRESIDENT | 12/2023 | < 5% |