FRANKLIN TEMPLETON INSTITUTIONAL, LLC

RIASEC RegisteredEst. 2001

Total AUM

$29.6B

Discretionary

$29.5B

100% of AUM

Avg account

$247M

Accounts

120

Employees

127

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 117384
Registered since: November 13, 2001
Website: www.franklintempletonglobal.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies38.92%
Pooled Investment Vehicles22.25%
Pension & Profit Sharing Plans19.88%
Sovereign Wealth Funds8.52%
Insurance Companies7.24%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Franklin Templeton Institutional, LLC is a limited liability company that has been SEC-registered since 2001 and is organized as a real estate fund manager within the broader Franklin Templeton platform. The firm serves both individual & family clients and institutional investors, providing portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional clients. It also performs selection-of-other-advisers work and operates in commodity pool operator/commodity trading advisor (CPO/CTA) roles. Its compensation model combines a percentage-of-AUM fee schedule with performance-based fees. The firm reports being an active ESG investor and maintains several industry affiliations including broker-dealer relationships, trust and banking links, and roles as sponsor/GP/managing member of pooled vehicles.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Investment Grade Corp Bonds50%
Exchange Traded Equities26%
US Government Bonds13%
Private Funds7%
State & Local Bonds2%

Owners & executives

3 of 3

SONAL DESAI
Executive Vice President & Chief Investment OfficerCRD 7070945
JONATHAN CURTIS
Executive Vice President and Chief Investment OfficerCRD 4853035
BJORN DAVIS
Chief Compliance OfficerCRD 4104631