FRANKLIN TEMPLETON INVESTMENTS CORP.

Latest filing: May 23, 2024 (160 days ago)

AUM

$14,423,070,974
-2% change vs. 1 year ago
-26% change vs. 3 years ago
-51% change vs. 5 years ago
-56% change vs. 10 years ago

Employee Count

204
-9% change vs. 1 year ago
-29% change vs. 3 years ago
-45% change vs. 5 years ago
-56% change vs. 10 years ago

Main Office

TORONTO (ONTARIO),
200 KING STREET WEST, TORONTO (ONTARIO), , CANADA, M5H 3T4

Client AUM

Discretion AUM
Discretionary $14.4
Non-Discretionary $0.0
Total $14.4
Client AUM
Retail $0.0
Pooled $11.7
Institutional $2.7
Total $14.4
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
CIBC MELLON TRUST COMPANY TORONTO--CAN $0.9
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $0.5

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

Separately Managed Assets

Breakdown AUM
Total SMA AUM $2.7
Retail SMA AUM $0.0
Institutional SMA AUM $2.7
Asset Class % AUM
Equity Exch 39% $1.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 2% $0.1
IG Credit 4% $0.1
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 26% $0.7
Other Pools 27% $0.7
Cash 2% $0.1
Other 0% $0.0
Total 100% $2.7

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
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
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
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 FUND MANAGEMENT LIMITED $0.0 -
TEMPLETON ASSET MANAGEMENT (POLAND) TFI S.A. $0.0 -
FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA. $0.0 155141
FRANKLIN TEMPLETON ALTS BRASIL ADMIN. DE INVESTIMENTOS LTDA. $0.0 288668
FRANKLIN TEMPLETON JAPAN CO., LTD. $0.0 -
FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD. $0.0 -
FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED $0.0 145421
FRANKLIN BSP LENDING ADVISER, L.L.C. $0.0 155644
FRANKLIN TEMPLETON INVESTMENT ADVISORS KOREA CO., LTD. $0.0 -
LEGG MASON (CHILE) INVERSIONES HOLDINGS LIMITADA $0.0 -
FRANKLIN DISTRIBUTORS, LLC $0.0 broker-dealer 109064
CLEARBRIDGE INVESTMENTS LIMITED $0.0 -
FRANKLIN TEMPLETON AUSTRALIA LIMITED $0.0 -
FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT LIMITED $0.0 -
K2 ADVISORS, L.L.C. $0.0 284891
FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD. $0.0 -
CLEARBRIDGE RARE INFRASTRUCTURE INTERNATIONAL PTY LIMITED $0.0 -
WESTERN ASSET MANAGEMENT COMPANY PTY LTD $0.0 -
CLARION PARTNERS EUROPE (U.K.) LIMITED $0.0 322463
CLARION PARTNERS SECURITIES, LLC $0.0 broker-dealer 166384
TEMPLETON HANA ASSET MANAGEMENT CO., LTD. $0.0 -
DARBY ASIA INVESTORS (HK), LTD. $0.0 -
DARBY ASIA INVESTORS, LTD. $0.0 -
FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED $0.0 broker-dealer 114898
FTC INVESTOR SERVICES INC. $0.0 broker-dealer -
FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD. $0.0 -
ROYCE FUND SERVICES, LLC $0.0 broker-dealer 14470
FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V., SOCIEDAD OPERADORA DE FONDOS DE INVERSION $0.0 -
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. $0.0 broker-dealer 172140
FIDUCIARY TRUST COMPANY OF CANADA $0.0 trust company -
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE. LTD $0.0 -
WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TITULOS E VALORES MOBILIARIOS LIMITADA $0.0 -
CLARION PARTNERS EUROPE LIMITED $0.0 322449
CLARION PARTNERS EMEA LIMITED $0.0 broker-dealer -

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

Control Persons

13 active

Name Title
BEUTTENMILLER, BRADLEY, GORDON SENIOR ASSOCIATE GENERAL COUNSEL AND CORPORATE SECRETARY
D'AGROSA, MICHAEL, JOSEPH CHIEF COMPLIANCE OFFICER, CANADA AND CHIEF ANTI-MONEY LAUNDERING OFFICER
AITKEN, GAREY, JAMES CHIEF INVESTMENT OFFICER - FRANKLIN BISSETT INVESTMENT MANAGEMENT AND CHIEF INVESTMENT OFFICER OF DEVELOPED MARKETS EQUITY - FRA
BLOEMEN, MAARTEN, HENRICUS EXEC. VICE PRESIDENT/PORTFOLIO MANAGER/RESEARCH ANALYST
GREEN, DUANE, WILLIAM PRESIDENT & CEO
SADLER, TINA, MARIE EXEC. VICE PRESIDENT/PORTFOLIO MANAGER/RESEARCH ANALYST
ASHTON, ANDREW, JAMES DIRECTOR
PATERSON, DAVID CHIEF FINANCIAL OFFICER
MERCHANT, THOMAS, CLIFTON CHIEF LEGAL OFFICER

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 $14.4 $0.0 0% 204 0 0%
2024-04-02 $14.4 $0.0 0% 204 0 0%
2023-04-04 $14.7 -$0.3 -2% 225 -21 -9%
2022-04-01 $19.3 -$4.9 -25% 286 -82 -29%
2021-04-05 $19.4 -$5.0 -26% 286 -82 -29%
2020-04-01 $22.7 -$8.3 -37% 330 -126 -38%
2019-04-01 $29.2 -$14.7 -51% 368 -164 -45%
2018-04-02 $32.9 -$18.4 -56% 364 -160 -44%
2017-04-01 $30.7 -$16.3 -53% 362 -158 -44%
2016-04-01 $29.5 -$15.1 -51% 390 -186 -48%
2015-04-01 $35.9 -$21.5 -60% 468 -264 -56%
2014-04-01 $32.6 -$18.2 -56% 460 -256 -56%
2013-04-01 $30.0 -$15.6 -52% 482 -278 -58%

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

Other

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

ADVDB.CO • SOURCE: SEC FORM ADV