Franklin Advisory Services, LLC

Overview

Franklin Advisory Services, LLC is a limited liability company registered with the SEC since 1996 that operates as an institutional registered investment adviser. The firm focuses on managing pooled investment vehicles and investment companies and also functions in a commodity pool operator/commodity trading advisor (CPO/CTA) capacity. Its client base is institutional, feeed on a percentage-of-AUM basis, and the firm is set up to serve pooled-product sponsors and institutional mandates rather than acting as a broad capital allocator. Franklin maintains affiliations across the industry — including broker-dealer, banking/thrift, trust company and sponsor/GP roles — which indicates it plays both advisory and sponsor/manager roles for sponsored vehicles. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives