Templeton Global Advisors Limited

RIASEC Registered
Total AUM
$25.8B
Discretionary
$25.8B
100% of AUM
Avg account
$1.7B
Accounts
15
Employees
8
Advisory reps
5

Firm details

Headquarters
Nassau,
CRD number
111383
Registered since
September 22, 1992
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Investment Companies58.38%
  • Pooled Investment Vehicles41.13%
  • HNWI0.48%
  • Other Investment Advisers0.01%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Templeton Global Advisors Limited operates as an institutional registered investment adviser with a focus on managing pooled vehicles and separate portfolios for institutional clients. The firm is organized as an entity outside the standard RIA categories and lists ownership that includes a foreign entity and an individual. It has been SEC-registered since 1992 and bills advisory fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and other institutional clients. The firm also lists CPO/CTA activities, which indicates it engages in commodity pool or managed futures activities alongside traditional asset management. Templeton Global Advisors Limited identifies as an active ESG investor and maintains affiliations across broker‑dealer, trust, banking, and sponsor/GP roles for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • Bjorn Davis

    Bjorn Davis

    Chief Compliance OfficerCRD 4104631

  • Christopher Peel

    Christopher Peel

    CEO & Portfolio ManagerCRD 7733017

Contacts

3 of 3
  • Thomas Merchant

    Thomas Merchant

    General CounselCRD 3126886

  • Alok Sethi

    Alok Sethi

    Executive Vice PresidentCRD 6377163

  • Leeor Avigdor

    Leeor Avigdor

    Senior Vice President, Global HeadCRD 4702532

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Nassau, null

Location

Nassau, null

Headquartered in Nassau, null.

Address
Templeton Building
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth