Senior Vice President · Franklin Templeton Private Markets Adviser, LLC
George M. Stephan
CRD 5903432 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Franklin Templeton Private Markets Adviser, LLC, an SEC-registered asset manager based in New York, NY with $0 in regulatory assets, lists George M. Stephan on its Form ADV as Senior Vice President, a control person. The SEC filings also name George at 1 other registered adviser.
Firms and roles
- Franklin Templeton Private Markets Adviser, LLCSenior Vice PresidentAsset manager · New York, NY · $0M in regulatory assets
- Franklin Templeton Institutional, LLCExecutive Vice PresidentAsset manager · New York, NY · $30B in regulatory assets
AtlasMembers
George’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (12)
- Jane E. TrustPresident and Chief Executive Officer, Franklin Templeton Private Markets Adviser, LLC
- Fred S. JensenChief Compliance Officer, Franklin Templeton Private Markets Adviser, LLC
- Jeanne M. KellySenior Vice President, Franklin Templeton Private Markets Adviser, LLC
- Brian M. EakesManager, Franklin Templeton Private Markets Adviser, LLC
- Matthew T. HinkleManager, Franklin Templeton Private Markets Adviser, LLC
7 more people named with George on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.