FRANKLIN TEMPLETON INSTITUTIONAL, LLC

Latest filing: Jul 01, 2024 (121 days ago)

AUM

$24,884,957,937
15% change vs. 1 year ago
50% change vs. 3 years ago
8% change vs. 5 years ago
1% change vs. 10 years ago

Employee Count

152
-11% change vs. 1 year ago
-18% change vs. 3 years ago
-34% change vs. 5 years ago
-33% change vs. 10 years ago

Main Office

NEW YORK, NY
280 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10017

Client AUM

Discretion AUM
Discretionary $24.7
Non-Discretionary $0.2
Total $24.9
Client AUM
Retail $0.0
Pooled $11.8
Institutional $13.1
Total $24.9
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

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 $4.6
THE BANK OF NEW YORK MELLON CORPORATION NEW YORK-NY-USA $3.6
NORTHERN TRUST CORPORATION CHICAGO-IL-USA $2.2

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

Separately Managed Assets

Breakdown AUM
Total SMA AUM $13.1
Retail SMA AUM $0.0
Institutional SMA AUM $13.1
Asset Class % AUM
Equity Exch 30% $3.9
Equity Non-Exch 0% $0.0
Govt Agency 8% $1.0
Municipal 2% $0.3
Sovereign 5% $0.7
IG Credit 45% $5.9
HY Credit 2% $0.3
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 6% $0.8
Cash 3% $0.4
Other 0% $0.0
Total 101% $13.3

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
FRANKLIN MUTUAL ADVISERS, LLC $38.4 111376
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
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
FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD. $0.0 -
FRANKLIN TEMPLETON REAL ESTATE ADVISORS II GP, LLC $0.0 -
CLARION PARTNERS EUROPE (U.K.) LIMITED $0.0 322463
TEMPLETON HANA ASSET MANAGEMENT CO., LTD $0.0 -
CLARION PARTNERS EUROPE LIMITED $0.0 322449
TEMPLETON ASSET MANAGEMEN T (POLAND) TFI S.A. $0.0 -
FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. $0.0 155141
FIDUCIARY TRUST COMPANY OF CANADA $0.0 trust company -
FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT LIMITED $0.0 -
DARBY-PROBANCO INVESTORS, LLC $0.0 -
DARBY LATIN AMERICAN INVESTORS, LTD. $0.0 -
FRANKLIN TEMPLETON AUSTRALIA LIMITED $0.0 -
DARBY LATIN AMERICAN MEZZANINE MANAGEMENT II, LLC $0.0 -
DARBY OVERSEAS INVESTMENTS, LTD. $0.0 -
FRANKLIN TEMPLETON SOCIAL INFRASTRUCTURE GP, S.À R.L. $0.0 -
FRANKLIN MDP GP, LLC $0.0 -
DARBY ASIA OPPORTUNITIES FUND III MANAGEMENT CO., LTD. $0.0 -
FRANKLIN TEMPLETON REAL ESTATE ADVISORS IIIB GP, S.À R.L. $0.0 -
FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V., SOCIEDAD OPERADORA DE FONDOS DE INVERSION $0.0 -
FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED $0.0 145421
FRANKLIN TEMPLETON REAL ESTATE ADVISORS GP, LLC $0.0 -
CLEARBRIDGE RARE INFRASTRUCTURE INTERNATIONAL PTY LIMITED $0.0 -
LEGG MASON (CHILE) INVERSIONES HOLDINGS LIMITADA $0.0 -
FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED $0.0 broker-dealer 114898
FIDUCIARY TRUST COMPANY INTERNATIONAL $0.0 trust company -
ROYCE FUND SERVICES, LLC $0.0 broker-dealer 14470
FRANKLIN BSP LENDING ADVISER, L.L.C. $0.0 155644
K2 ADVISORS, L.L.C. $0.0 284891
FRANKLIN TEMPLETON INSTITUTIONAL GP, LLC $0.0 -
FIDUCIARY TRUST INTERNATIONAL OF THE SOUTH $0.0 trust company -
WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS LIMITADA $0.0 -
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. $0.0 broker-dealer 172140
FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA. $0.0 288668
FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD. $0.0 -
CLEARBRIDGE INVESTMENTS LIMITED $0.0 -
CLARION PARTNERS EMEA LIMITED $0.0 broker-dealer -
FRANKLIN DISTRIBUTORS, LLC $0.0 broker-dealer 109064
WESTERN ASSET MANAGEMENT COMPANY PTY LTD $0.0 -
FRANKLIN TEMPLETON TRUSTEE SERVICES PRIVATE LIMITED $0.0 trust company -
FRANKLIN TEMPLETON REAL ESTATE ADVISORS IIIA GP, LLC $0.0 -
CLARION PARTNERS SECURITIES, LLC $0.0 broker-dealer 166384
DARBY ASIA INVESTORS, LTD. $0.0 -
DARBY ASIA INVESTORS (HK), LTD. $0.0 -
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE. LTD $0.0 -
FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED $0.0 -
FRANKLIN TEMPLETON JAPAN CO., LTD $0.0 -
VIKING GP, LTD. $0.0 -
FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD. $0.0 -

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

Control Persons

9 active

Name Title
YUN, WILLIAM, YOUNG EXECUTIVE VICE PRESIDENT
PLAFKER, JED, ANDREW EXECUTIVE VICE PRESIDENT
DESAI, SONAL EXECUTIVE VICE PRESIDENT
MCCARTHY, MICHAEL, PAUL EXECUTIVE VICE PRESIDENT
MERCHANT, THOMAS, CLIFTON CHIEF LEGAL OFFICER
DAVIS, BJORN, ANTHONY CHIEF COMPLIANCE OFFICER
AVIGDOR, LEEOR, PAUL TREASURER
CURTIS, JONATHAN, TOURTELLOTTE EXECUTIVE VICE PRESIDENT

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 $24.9 $0.0 0% 152 0 0%
2024-04-02 $24.9 $0.0 0% 152 0 0%
2023-04-04 $21.7 $3.2 15% 170 -18 -11%
2022-04-01 $18.7 $6.2 33% 28 124 443%
2021-04-05 $16.5 $8.3 50% 186 -34 -18%
2020-04-01 $22.5 $2.4 10% 209 -57 -27%
2019-04-01 $23.1 $1.8 8% 232 -80 -34%
2018-04-02 $25.8 -$0.9 -4% 223 -71 -32%
2017-04-01 $25.4 -$0.5 -2% 205 -53 -26%
2016-04-01 $27.5 -$2.6 -10% 226 -74 -33%
2015-04-01 $23.2 $1.6 7% 221 -69 -31%
2014-04-01 $24.6 $0.3 1% 226 -74 -33%
2013-04-01 $18.2 $6.7 37% 217 -65 -30%

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

Other

STATE REGISTRATIONS
NY,
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV