Templeton Global Advisors Limited
Firm details
- Headquarters
- Nassau,
- CRD number
- 111383
- Registered since
- September 22, 1992
- Website
- www.ftinstitutionalapac.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2
Bjorn Davis
Chief Compliance OfficerCRD 4104631

Christopher Peel
CEO & Portfolio ManagerCRD 7733017
Contacts
3 of 3
Alok Sethi
Executive Vice PresidentCRD 6377163

Thomas Merchant
General CounselCRD 3126886

Leeor Avigdor
Senior Vice President, Global HeadCRD 4702532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nassau, null
Location
Nassau, null
Headquartered in Nassau, null.
- Address
- Templeton Building
- Office locations
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