Franklin Templeton Fund Adviser, LLC

RIASEC RegisteredEst. 2006
Total AUM
$167B
Discretionary
$167B
100% of AUM
Avg account
$1.3B
Accounts
125
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
140432
Registered since
May 23, 2006
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Investment Companies85.68%
  • Pooled Investment Vehicles14.32%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Franklin Templeton Fund Adviser, LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2006. The firm operates primarily as a capital allocator for institutional clients, providing portfolio management across commingled funds and pooled vehicles and selecting other sub-advisers when specialized capabilities are required. It also conducts activities consistent with commodity pool operator/commodity trading adviser roles. The firm’s business model spans multiple institutional activities and affiliations: it is involved with broker-dealer and trust/banking channels, acts as sponsor, general partner, or managing member for pooled investment vehicles, and performs portfolio management for both investment companies and pooled investment vehicles. Fee arrangements include asset-based fees and performance-linked fees, reflecting mandates that can combine classic investment management with incentive-driven structures. Franklin Templeton Fund Adviser, LLC is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Fred Jensen

    Chief Compliance OfficerCRD 3203649

Contacts

3 of 5
  • Matthew Hinkle

    Senior Vice PresidentCRD 2759534

  • Jane Trust

    Jane Trust

    Senior Vice PresidentCRD 1766257

  • Brian Eakes

    Brian Eakes

    Executive Vice PresidentCRD 2647471

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth