FRANKLIN PARK

RIASEC RegisteredEst. 2003
Total AUM
$10.2B
Discretionary
$10.2B
100% of AUM
Avg account
$196M
Accounts
52
Employees
29
Advisory reps
7

Firm details

Headquarters
BALA CYNWYD, Pennsylvania
CRD number
126508
Registered since
May 9, 2003
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles79.5%
  • State / Municipal Government10.82%
  • Charitable Organizations5.33%
  • Pension & Profit Sharing Plans4.35%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Franklin Park operates as a privately held LLC that manages pooled investment vehicles and provides advisory services to institutional clients. The firm is SEC-registered since 2003 and is organized as a multifaceted fund manager with active private equity and venture capital operations. Its advisory scope includes portfolio management for pooled vehicles and for institutional or business clients, pension consulting, and the selection of other advisers. Franklin Park often serves as sponsor, general partner, or managing member of the pooled vehicles it runs. Fee arrangements reported include percentage-of-assets, fixed fees, and performance-based components. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

2 of 2
  • LAURE BRASCH

    Managing Director and Chief Compliance OfficerCRD 4565420

  • KRISTINE O'CONNOR

    Managing Director and Chief Financial OfficerCRD 5475089

Contacts

3 of 5
  • JAMES MCGOVERN

    Managing DirectorCRD 2397181

  • MICHAEL BACINE

    Co-Founder and Managing DirectorCRD 2625051

  • RITUJOY CHOWDHURY

    Managing DirectorCRD 4657001

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BALA CYNWYD, PA

MONTGOMERY

Location

BALA CYNWYD, PA

Headquartered in BALA CYNWYD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
3 Bala Plz W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth