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 operates as a limited liability company and has been registered with the SEC since 2006. The firm primarily serves institutional clients and engages in various investment activities, including portfolio management for investment companies and pooled investment vehicles. As a capital allocator, Franklin Templeton focuses on selecting other advisers as part of its investment strategy. The firm does not actively pursue ESG investments and is classified as unclassified, indicating a broad range of investment interests without a specific focus area.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

    Senior Vice PresidentCRD 1766257

  • 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