Franklin Templeton Investment Management Limited

RIASEC RegisteredEst. 1998

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 operates as a hedge-fund-classified asset manager and investment adviser with a history of SEC registration dating to 1998. The firm is owned by foreign and individual interests and serves both high-net-worth individuals and institutional clients. It performs portfolio management for investment companies, pooled investment vehicles and for corporate or institutional balance sheets, and it also carries out CPO/CTA-type activities. Fee arrangements include both percentage-of-assets and performance-based components, consistent with incentive-fee structures used for pooled vehicles and hedge strategies. The firm identifies as an active ESG investor. Its broader industry footprint includes affiliations with broker-dealers, banking or thrift institutions, trust companies, and roles as sponsor or general partner of pooled investment vehicles.