Franklin Templeton Investment Management Limited

RIASEC Registered

Total AUM

$40.5B

Discretionary

$40.5B

100% of AUM

Avg account

$274M

Accounts

148

Employees

122

Advisory reps

Firm details

Headquarters: London,
CRD number: 111360
Registered since: January 20, 1998
Website: www.franklintempleton.co.uk
Custodians: CITI PRIVATE BANK, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles59.17%
Sovereign Wealth Funds20.54%
Investment Companies9.92%
State / Municipal Government6.75%
Pension & Profit Sharing Plans2.93%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Franklin Templeton Investment Management Limited is organized as a hedge-fund-style advisor with a mix of foreign-entity and individual ownership and has been SEC-registered since 1998. The firm provides portfolio management across a range of pooled and institutional vehicles, and serves both high-net-worth individuals/families and institutional clients. It operates as a commodity pool operator/commodity trading advisor in addition to acting as an adviser to investment companies and other pooled investment vehicles. Fee arrangements combine percentage-of-AUM charges with performance-based fees. The adviser identifies as an active ESG investor. Its regulatory and market ties extend beyond pure advising: reported industry affiliations include broker-dealer activity, banking/thrift and trust company relationships, and roles as sponsor or general partner of pooled vehicles.