FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA.
Adviser information for FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA. 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 | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Brazil |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-110751 |
|---|---|
| SEC ERA File Number | 802-110751 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288668 |
| Legal Entity Identifier | None |
Principal Office
AV. BRIGADEIRO FARIA LIMA3311 5TH FLOOR, SUITE 502 PART C
SAO PAULO
Brazil
Monday - Friday, 0900 - 1800
Tel: +551132060080, Fax: None
Websites
Chief Compliance Officer
LU�S FERNANDO DOS SANTOS AFFONSO,
COMPLIANCE OFFICER
AVENIDA BRIGADEIRO FARIA LIMA, 3311, 5� ANDAR
SAO PAULO
Brazil
Tel:
+551132060019
L*******************@********************M
(Full email address available in API data)
Industry Affiliates
| BENEFIT STREET PARTNERS L.L.C. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| DARBY OVERSEAS INVESTMENTS, LTD. | Sponsor, GP, manager of pooled investment vehicles |
| DARBY OVERSEAS PARTNERS, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| FRANKLIN TEMPLETON INVESTMENTS AUSTRALIA LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FRANKLIN SERVTEC ENERGIA - FUNDO DE INVESTIMENTO EM PARTICIPA��ES - MULTIESTRATEGIA | Private Equity Fund | $185.5M | $0.1M | 25 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DARBY OVERSEAS PARTNERS, L.P. | Domestic Entity | – | QUOTAHOLDER | 06/2011 | > 75% |
| DARBY OVERSEAS INVESTMENTS, LTD. | Domestic Entity | DARBY OVERSEAS PARTNERS, L.P. | GENERAL PARTNER | 02/1994 | |
| DARBY HOLDINGS, INC. | Domestic Entity | DARBY OVERSEAS INVESTMENTS, LTD. | SHAREHOLDER | 10/2003 | > 75% |
| DARBY HOLDINGS, INC. | Domestic Entity | DARBY OVERSEAS PARTNERS, L.P. | LIMITED PARTNER | 10/2003 | > 75% |
| FRANKLIN RESOURCES, INC. | Domestic Entity | DARBY HOLDINGS,INC. | SHAREHOLDER | 10/2003 | > 75% |
| DOS SANTOS AFFONSO, LUIS FERNANDO | Individual | – | COMPLIANCE OFFICER | 06/2016 | < 5% |
| DE MEIRA LINS, PAULO | Individual | – | CHIEF EXECUTIVE OFFICER | 03/2019 | < 5% |
| Beber, Augusto | Individual | – | EXECUTIVE OFFICER | 04/2021 | < 5% |
| Geraldi, Pedro | Individual | – | CHIEF INVESTMENT OFFICER | 04/2021 | < 5% |