FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED

Latest filing: Jan 09, 2025 (99 days ago)

AUM

$30,899,948,758
22% change vs. 1 year ago
21% change vs. 3 years ago
36% change vs. 5 years ago
-26% change vs. 10 years ago

Employee Count

172
0% change vs. 1 year ago
16% change vs. 3 years ago
32% change vs. 5 years ago
-2% change vs. 10 years ago

Main Office

LONDON,
CANNON PLACE, 78 CANNON STREET, LONDON, , UNITED KINGDOM, EC4N 6HL

Client AUM

Discretion AUM
Discretionary $30.9
Non-Discretionary $0.0
Total $30.9
Client AUM
Retail $0.0
Pooled $21.2
Institutional $9.7
Total $30.9
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
NORTHERN TRUST CORPORATION CHICAGO-IL-USA $3.9
CITIGROUP INC. NEW YORK-NY-USA $3.8
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $1.3

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

Separately Managed Assets

Breakdown AUM
Total SMA AUM $9.7
Retail SMA AUM $0.0
Institutional SMA AUM $9.7
Asset Class % AUM
Equity Exch 22% $2.1
Equity Non-Exch 0% $0.0
Govt Agency 4% $0.4
Municipal 0% $0.0
Sovereign 45% $4.4
IG Credit 16% $1.6
HY Credit 6% $0.6
Derivatives 0% $0.0
Investment Companies 1% $0.1
Other Pools 0% $0.0
Cash 6% $0.6
Other 0% $0.0
Total 100% $9.7

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. $467.0 104517
WESTERN ASSET MANAGEMENT COMPANY, LLC $298.7 110441
FRANKLIN TEMPLETON FUND ADVISER, LLC $191.6 140432
CLEARBRIDGE INVESTMENTS, LLC $180.8 137028
FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC $125.9 142219
CLARION PARTNERS, LLC $73.4 broker-dealer 108803
LEXINGTON PARTNERS L.P. $73.3 147281
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC $66.4 110783
FRANKLIN MUTUAL ADVISERS, LLC $42.6 111376
TEMPLETON ASSET MANAGEMENT LTD. $35.6 broker-dealer 111382
WESTERN ASSET MANAGEMENT COMPANY LIMITED $33.6 110427
FRANKLIN TEMPLETON INSTITUTIONAL, LLC $28.9 117384
BENEFIT STREET PARTNERS L.L.C. $28.3 158672
FRANKLIN TEMPLETON INVESTMENTS CORP. $21.6 broker-dealer 111364
ALCENTRA LIMITED $20.4 160617
TEMPLETON GLOBAL ADVISORS LIMITED $19.4 111383
ALCENTRA NY, LLC $16.4 128557
ROYCE & ASSOCIATES, LP $12.7 107689
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $12.6 144594
MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED $9.6 139012
K2/D&S MANAGEMENT CO., L.L.C. $9.4 123826
FRANKLIN ADVISORY SERVICES, LLC $9.2 111361
MARTIN CURRIE INC $7.3 110909
TEMPLETON INVESTMENT COUNSEL, LLC $6.4 111370
FIDUCIARY TRUST INTERNATIONAL, LLC $6.3 124062
BSP CLO MANAGEMENT LLC $4.2 304962
WESTERN ASSET MANAGEMENT COMPANY PTE LTD $4.0 142188
WESTERN ASSET MANAGEMENT COMPANY LTD $3.0 143388
CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED $2.1 151223
FRANKLIN BSP CAPITAL ADVISER LLC $0.5 307684
LEXINGTON ADVISORS LLC $0.2 107364
DARBY OVERSEAS PARTNERS, L.P. $0.2 160799
CLARION PARTNERS EUROPE LIMITED $0.0 322449
DARBY ASIA INVESTORS, LTD $0.0 -
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. $0.0 broker-dealer 172140
FRANKLIN TEMPLETON INSTITUTIONAL GP LLC $0.0 -
FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD. $0.0 -
CLEARBRIDGE RARE INFRASTRUCTURE INTERNATIONAL PTY LIMITED $0.0 -
K2 ADVISORS, L.L.C. $0.0 284891
LEGG MASON (CHILE) INVERSIONES HOLDINGS LIMITADA $0.0 -
FRANKLIN TEMPLETON JAPAN CO., LTD. $0.0 -
FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA. $0.0 288668
CLARION PARTNERS EMEA LIMITED $0.0 broker-dealer -
TEMPLETON HANA ASSET MANAGEMENT CO., LTD $0.0 -
DARBY ASIA INVESTORS (HK), LTD. $0.0 -
TEMPLETON ASSET MANAGEMENT (POLAND) TFI S.A. $0.0 -
ROYCE FUND SERVICES, LLC $0.0 broker-dealer 14470
CLARION PARTNERS EUROPE (U.K.) LIMITED $0.0 322463
CLARION PARTNERS SECURITIES, LLC $0.0 broker-dealer 166384
FTC INVESTOR SERVICES INC. $0.0 broker-dealer -
FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED $0.0 broker-dealer 114898
FRANKLIN TEMPLETON AUSTRALIA LIMITED $0.0 -
FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT LIMITED $0.0 -
FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. $0.0 155141
FIDUCIARY TRUST INTERNATIONAL OF THE SOUTH $0.0 trust company -
FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD. $0.0 -
FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED $0.0 145421
FRANKLIN BSP LENDING ADVISER, L.L.C. $0.0 155644
FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V., SOCIEDAD OPERADORA DE FONDOS DE INVERSION $0.0 -
FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD. $0.0 -
FIDUCIARY TRUST COMPANY OF CANADA $0.0 trust company -
FRANKLIN DISTRIBUTORS, LLC $0.0 broker-dealer 109064
FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT CO., LTD. $0.0 155095
WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TÍTULOS E VALO $0.0 -
WESTERN ASSET MANAGEMENT COMPANY PTY LTD $0.0 -
CLEARBRIDGE INVESTMENTS LIMITED $0.0 -
FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED $0.0 -
FIDUCIARY TRUST COMPANY INTERNATIONAL $0.0 trust company -
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE. LTD $0.0 -

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

Control Persons

14 active

Name Title
GILBEY, MARTYN, CHRISTOPHER CHIEF EXECUTIVE OFFICER & DIRECTOR
COLLINS, PAUL, MICHAEL DIRECTOR
SHANEYFELT, GWEN, LOUISE DIRECTOR
MERCHANT, THOMAS, CLIFTON CHIEF LEGAL OFFICER
WILSON, EUAN, ANGUS DIRECTOR
ANDERSON, NIGEL, JOHN DIRECTOR
MURRAY, ELINOR, MARGARET CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-03-06 $30.9 $0.0 0% 172 0 0%
2024-04-02 $25.3 $5.6 22% 172 0 0%
2023-04-04 $22.9 $8.0 35% 172 0 0%
2022-04-01 $25.5 $5.4 21% 148 24 16%
2021-04-05 $22.4 $8.5 38% 126 46 37%
2020-04-01 $22.7 $8.2 36% 130 42 32%
2019-04-01 $26.8 $4.1 15% 144 28 19%
2018-04-02 $39.9 -$9.0 -23% 165 7 4%
2017-04-01 $38.7 -$7.8 -20% 156 16 10%
2016-04-01 $34.4 -$3.5 -10% 163 9 6%
2015-04-01 $42.0 -$11.1 -26% 175 -3 -2%
2014-04-01 $38.0 -$7.1 -19% 170 2 1%
2013-04-01 $31.3 -$0.4 -1% 154 18 12%

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

Other

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

ADVDB.CO • SOURCE: SEC FORM ADV