Franklin Templeton Fund Adviser, LLC

RIASEC RegisteredEst. 2006

Total AUM

$167B

Discretionary

$167B

100% of AUM

Avg account

$1.3B

Accounts

125

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 140432
Registered since: May 23, 2006
Website: www.leggmason.com
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 SEC-registered limited liability company that functions as an institutional registered investment adviser and capital allocator for institutional clients. The firm’s advisory activity centers on portfolio management for investment companies and pooled investment vehicles, and it also performs selection of other advisers. It is organized to operate as a CPO/CTA and has affiliations across the financial services ecosystem, including broker-dealer, trust company, banking, and sponsor/GP roles for pooled vehicles. Fee arrangements include percentage-of-AUM and performance-based components. The firm does not identify as an active ESG investor and has been SEC-registered since 2006.