FRANKLIN ADVISERS, INC.
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 104517
- Registered since
- January 30, 1986
- Website
- www.franklintempleton.com
- Custodians
- UBS GROUP, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies72.25%
- Pooled Investment Vehicles19.28%
- Individuals2.91%
- Sovereign Wealth Funds1.68%
- Pension & Profit Sharing Plans1.18%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Franklin Advisers, Inc. is a diversified investment manager with a long SEC-registered history (established 1986) that runs multi-strategy investment activity across long-only and alternative vehicles. The firm operates corporate ownership with both domestic-entity and individual ownership elements and manages strategies classified across hedge funds, private equity, securitized-asset funds and multi-faceted pooled vehicles. Its client base includes both individual and family clients as well as institutional investors. Fee arrangements combine percentage-of-AUM billing with performance-based fees, and the firm performs portfolio management for individuals, pooled investment vehicles, investment companies and institutional/business clients. It also conducts CPO/CTA activities and reports active ESG investing as part of its process. Industry affiliations extend to broker-dealers, other advisers, banking and trust institutions, and roles as sponsor or general partner of pooled vehicles.
Assets & Accounts
Public Holdings
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
- State & Local Bonds29%
- Investment Grade Corp Bonds17%
- US Government Bonds14%
- Exchange Traded Equities11%
- Private Funds11%
Owners & executives
3 of 8CHRISTIAN CORREA
Chief Investment OfficerCRD 4464707
STEPHEN DOVER
Chief Market StrategistCRD 1473436
MICHAEL HASENSTAB
Executive Vice President and Chief Investment OfficerCRD 2664323
Contacts
3 of 7THOMAS MERCHANT
General CounselCRD 3126886
RUPERT JOHNSON
Vice ChairmanCRD 1106669
MICHAEL MCCARTHY
Executive Vice President, Portfolio ManagerCRD 2289397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 543Active vs passive
$12.7B in ETFs
68%
$8.6B
29%
$4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN US CORE BOND ETF (FLCB) | Active | Intermediate Core Bond | $1.7B | 77,753,904 | 13.16% |
Location
SAN MATEO, CA
SAN MATEO
Location
SAN MATEO, CA
Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1 Franklin Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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