TEMPLETON INVESTMENT COUNSEL, LLC

RIASEC RegisteredEst. 1980

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$8.9M

Accounts

521

Employees

Advisory reps

Firm details

Headquarters: Fort Lauderdale, Florida
CRD number: 111370
Registered since: April 7, 1980
Custodians: THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM
Client types: Investment Companies52.75%
Pooled Investment Vehicles22.58%
State / Municipal Government15.95%
Pension & Profit Sharing Plans5.29%
Individuals3%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Templeton Investment Counsel, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1980. The firm positions itself as an investment manager for both affluent individuals and institutional clients, offering portfolio management across separate accounts, pooled vehicles and investment companies. It is registered as a hedge-fund manager and also lists CPO/CTA activities, and its business footprint includes roles as sponsor/GP of pooled vehicles and affiliations with broker-dealers, banks and trust companies. Templeton reports being an active ESG investor and charges fees as a percentage of assets under management.