Franklin Mutual Advisers, LLC

RIASEC RegisteredEst. 1996

Total AUM

$42.6B

Discretionary

$42.5B

100% of AUM

Avg account

$626M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Short Hills, New Jersey
CRD number: 111376
Registered since: October 10, 1996
Website: www.franklintempleton.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies77.56%
Pooled Investment Vehicles15.22%
HNWI6.79%
Other Investment Advisers0.26%
Charitable Organizations0.15%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Franklin Mutual Advisers, LLC is a securities advisory firm organized as an LLC and registered with the SEC since 1996. It operates as an institutional RIA serving both individual and family clients as well as institutional investors. The firm charges asset-based fees and can assess performance-based fees; it also performs roles typical of commodity pool operators or commodity trading advisors and manages pooled investment vehicles and investment companies. Franklin Mutual lists itself as an active ESG investor and maintains industry linkages that include broker‑dealer, banking or trust relationships, and sponsor/GP roles for pooled vehicles.