FRANKLIN MUTUAL ADVISERS, LLC

Latest filing: Mar 28, 2024 (216 days ago)

AUM

$38,403,147,548
8% change vs. 1 year ago
-5% change vs. 3 years ago
-41% change vs. 5 years ago
-44% change vs. 10 years ago

Employee Count

48
-8% change vs. 1 year ago
0% change vs. 3 years ago
4% change vs. 5 years ago
-11% change vs. 10 years ago

Main Office

SHORT HILLS, NJ
101 JOHN F. KENNEDY PARKWAY, SHORT HILLS, NJ, UNITED STATES, 07078-2789

Client AUM

Discretion AUM
Discretionary $38.3
Non-Discretionary $0.1
Total $38.4
Client AUM
Retail $0.0
Pooled $37.7
Institutional $0.7
Total $38.4
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 5 $0.0
Average HNW AUM $61,498
Retail Total 5 $0.0
Average Retail AUM $61,498

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $0.5
JPMORGAN CHASE & CO NEW YORK-NY-USA $0.1
CHARLES SCHWAB & CO., INC. WESTLAKE-TX-USA $0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.7
Retail SMA AUM $0.0
Institutional SMA AUM $0.7
Asset Class % AUM
Equity Exch 97% $0.7
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 3% $0.0
Other 0% $0.0
Total 100% $0.7

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
FRANKLIN ADVISERS, INC. $339.2 104517
WESTERN ASSET MANAGEMENT COMPANY, LLC $313.8 110441
FRANKLIN TEMPLETON FUND ADVISER, LLC $196.1 140432
CLEARBRIDGE INVESTMENTS, LLC $148.2 137028
FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC $105.4 142219
CLARION PARTNERS, LLC $79.3 broker-dealer 108803
LEXINGTON PARTNERS L.P. $71.9 147281
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC $56.0 110783
WESTERN ASSET MANAGEMENT COMPANY LIMITED $28.4 110427
BENEFIT STREET PARTNERS L.L.C. $28.3 158672
TEMPLETON ASSET MANAGEMENT LTD. $26.3 broker-dealer 111382
FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED $25.3 111360
FRANKLIN TEMPLETON INSTITUTIONAL, LLC $24.9 117384
TEMPLETON GLOBAL ADVISORS LIMITED $22.3 111383
ALCENTRA LIMITED $20.4 160617
ALCENTRA NY, LLC $16.4 128557
FRANKLIN TEMPLETON INVESTMENTS CORP. $14.4 broker-dealer 111364
ROYCE & ASSOCIATES, LP $11.7 107689
K2/D&S MANAGEMENT CO., L.L.C. $9.5 123826
MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED $9.4 139012
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $8.0 144594
FRANKLIN ADVISORY SERVICES, LLC $7.7 111361
MARTIN CURRIE INC $7.0 110909
TEMPLETON INVESTMENT COUNSEL, LLC $6.4 111370
FIDUCIARY TRUST INTERNATIONAL, LLC $5.5 124062
BSP CLO MANAGEMENT LLC $4.2 304962
WESTERN ASSET MANAGEMENT COMPANY PTE LTD $4.2 142188
WESTERN ASSET MANAGEMENT COMPANY LTD $3.4 143388
CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED $2.6 151223
FRANKLIN BSP CAPITAL ADVISER LLC $0.5 307684
LEXINGTON ADVISORS LLC $0.3 107364
DARBY OVERSEAS PARTNERS, L.P. $0.2 160799
ROYCE FUND SERVICES, LLC $0.0 broker-dealer 14470
FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED $0.0 145421
LEGG MASON (CHILE) INVERSIONES HOLDINGS LIMITADA $0.0 -
FRANKLIN BSP LENDING ADVISER, L.L.C. $0.0 155644
FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA. $0.0 288668
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. $0.0 broker-dealer 172140
FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT LIMITED $0.0 -
FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. $0.0 155141
FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V., SOCIEDAD OPERADORA DE FONDOS DE INVERSION $0.0 -
FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED $0.0 broker-dealer 114898
TEMPLETON ASSET MANAGEMENT (POLAND) TFI S.A. $0.0 -
FRANKLIN TEMPLETON JAPAN CO., LTD $0.0 -
TEMPLETON HANA ASSET MANAGEMENT CO., LTD $0.0 -
FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD $0.0 -
WESTERN ASSET MANAGEMENT COMPANY PTY LTD $0.0 -
DARBY ASIA INVESTORS (HK), LTD $0.0 -
CLARION PARTNERS SECURITIES, LLC $0.0 broker-dealer 166384
FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD. $0.0 -
CLEARBRIDGE RARE INFRASTRUCTURE INTERNATIONAL PTY LIMITED $0.0 -
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE. LTD $0.0 -
K2 ADVISORS, L.L.C. $0.0 284891
WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS LIMITADA $0.0 -
FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD. $0.0 -
FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED $0.0 -
CLARION PARTNERS EUROPE LIMITED $0.0 322449
FRANKLIN DISTRIBUTORS, LLC $0.0 broker-dealer 109064
CLARION PARTNERS EMEA LIMITED $0.0 broker-dealer -
FIDUCIARY TRUST COMPANY OF CANADA $0.0 trust company -
CLARION PARTNERS EUROPE (U.K.) LIMITED $0.0 322463
DARBY ASIA INVESTORS, LTD $0.0 -
CLEARBRIDGE INVESTMENTS LIMITED $0.0 -
FRANKLIN TEMPLETON AUSTRALIA LIMITED $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

5 active

Name Title
DAVIS, BJORN, ANTHONY CHIEF COMPLIANCE OFFICER
CORREA, CHRISTIAN, KANAN PRESIDENT
MERCHANT, THOMAS, CLIFTON CHIEF LEGAL OFFICER
AVIGDOR, LEEOR, PAUL TREASURER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $38.4 $0.0 0% 48 0 0%
2024-04-02 $38.4 $0.0 0% 48 0 0%
2023-04-04 $35.5 $2.9 8% 52 -4 -8%
2022-04-01 $46.2 -$7.8 -17% 48 0 0%
2021-04-05 $40.2 -$1.8 -5% 48 0 0%
2020-04-01 $59.3 -$20.8 -35% 51 -3 -6%
2019-04-01 $65.5 -$27.1 -41% 46 2 4%
2018-04-02 $72.6 -$34.2 -47% 49 -1 -2%
2017-04-01 $70.5 -$32.1 -46% 49 -1 -2%
2016-04-01 $74.6 -$36.2 -49% 54 -6 -11%
2015-04-01 $80.7 -$42.3 -52% 53 -5 -9%
2014-04-01 $68.2 -$29.8 -44% 54 -6 -11%
2013-04-01 $59.0 -$20.6 -35% 49 -1 -2%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NJ,
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV