Chief Financial Officer · Franklin Advisers, Inc.
Lindsey H. Oshita
CRD 7183188 · Named on Form ADV at 4 SEC-registered advisers
At a glance
Franklin Advisers, Inc., an SEC-registered asset manager based in SAN Mateo, CA with $509.5 billion in regulatory assets, lists Lindsey H. Oshita on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Lindsey at 3 other registered advisers.
Firms and roles
- Franklin Advisers, Inc.Chief Financial OfficerAsset manager · SAN Mateo, CA · $509B in regulatory assets
- Putnam Investment Management, LLCChief Financial OfficerAsset manager · Boston, MA · $117B in regulatory assets
- The Putnam Advisory Company, LLCChief Financial OfficerPrivate fund adviser · Boston, MA · $33B in regulatory assets
- Royce Investment PartnersMember of Board of ManagersAsset manager · New York, NY · $12B in regulatory assets
AtlasMembers
Lindsey’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
- 4 firmsLocked
- Control-person status
- 4 firmsLocked
- 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 (21)
- Rupert H. JohnsonDirector, Franklin Advisers, Inc.
- Michael J. HasenstabExecutive Vice President, Franklin Advisers, Inc.
- Edward D. PerksPresident and Director, Franklin Advisers, Inc.
- Michael P. McCarthyExecutive Vice President and Portfolio Manager, Franklin Advisers, Inc.
- Stephen H. DoverExecutive Vice President and Director, Franklin Advisers, Inc.
16 more people named with Lindsey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 21 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lindsey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.