Franklin Templeton Private Portfolio Group, LLC

Overview

Franklin Templeton Private Portfolio Group, LLC operates as a non-independent retail registered investment adviser that provides discretionary and non-discretionary portfolio management primarily to individual, family and institutional clients. The adviser is organized as an LLC and has been SEC-registered since 2007. Its advisory fees are charged as a percentage of assets under management. The firm reports being an active ESG investor, and its advisory services explicitly cover portfolio management for individuals, small businesses and for business or institutional clients. It does not present itself as a capital allocator to outside managers. The firm maintains a range of industry roles beyond advisory work: it is affiliated with broker-dealer activity, acts as an investment adviser to other vehicles, is linked with CPO/CTA functions, operates trust company activities, and serves as sponsor, general partner or managing member of pooled investment vehicles. Those affiliations indicate it participates in both client-facing portfolio management and sponsor/manager responsibilities for pooled structures.

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Location & Offices