Templeton Global Advisors Limited

RIASEC RegisteredEst. 1992
Total AUM
$25.8B
Discretionary
$25.8B
100% of AUM
Avg account
$1.7B
Accounts
15
Employees
8
Advisory reps
5

Firm details

Headquarters
Nassau,
CRD number
111383
Registered since
September 22, 1992
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Investment Companies58.38%
  • Pooled Investment Vehicles41.13%
  • HNWI0.48%
  • Other Investment Advisers0.01%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Templeton Global Advisors Limited operates as an institutional registered investment adviser with a focus on managing pooled and separately managed portfolios for institutional clients. The firm is structured as a foreign-owned entity with individual ownership elements and has been registered with the SEC since 1992. Its primary client base is institutional, feeed on a percentage-of-AUM basis, and it conducts portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and institutional entities. Templeton Global Advisors Limited is also active as a CPO/CTA and participates in sponsor/GP roles for pooled vehicles. The firm reports being an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Owners & executives

2 of 2
  • Bjorn Davis

    Bjorn Davis

    Chief Compliance OfficerCRD 4104631

  • Christopher Peel

    Christopher Peel

    CEO & Portfolio ManagerCRD 7733017

Contacts

3 of 3
  • Alok Sethi

    Alok Sethi

    Executive Vice PresidentCRD 6377163

  • Thomas Merchant

    Thomas Merchant

    General CounselCRD 3126886

  • Leeor Avigdor

    Leeor Avigdor

    Senior Vice President, Global HeadCRD 4702532

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Nassau, null

Location

Nassau, null

Headquartered in Nassau, null.

Address
Templeton Building
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth