Franklin Templeton Institutional, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 117384
- Registered since
- November 13, 2001
- 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
FINTRXOverview
Franklin Templeton Institutional, LLC is a limited liability company that operates as a real-estate-focused investment adviser and fund sponsor. Registered with the SEC since 2001, the firm serves both individual/family and institutional clients and provides a range of portfolio management services — from bespoke management for individuals and small businesses to oversight of pooled vehicles and selection of sub‑advisers. It also operates in a CPO/CTA capacity and is affiliated with broker‑dealer, trust, banking, and sponsor/GP roles across pooled investment vehicles. The firm charges traditional percentage‑of‑AUM fees and can collect performance‑based fees. Franklin Templeton Institutional identifies as an active ESG investor, and it performs advisory work for investment companies and other institutional clients rather than acting primarily as a capital allocator. It is not a multi‑state adviser, a pension consultant, or a newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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

Bjorn Davis
Chief Compliance OfficerCRD 4104631
Jonathan Curtis
Executive Vice President and Chief Investment OfficerCRD 4853035
Contacts
3 of 4
Thomas Merchant
General CounselCRD 3126886

Thomas Meyers
SVPCRD 1912302

George Stephan
Registered RepresentativeCRD 5903432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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