Executive Vice President and Director · Franklin Advisers, Inc.
Sonal Desai
CRD 7070945 · Named on Form ADV at 5 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 Sonal Desai on its Form ADV as Executive Vice President and Director, a control person. The SEC filings also name Sonal at 4 other registered advisers.
Firms and roles
- Franklin Advisers, Inc.Executive Vice President and DirectorAsset manager · SAN Mateo, CA · $509B in regulatory assets
- Putnam Investment Management, LLCExecutive Vice PresidentAsset manager · Boston, MA · $117B in regulatory assets
- Brandywine Global Investment Management, LLCExecutive Vice President and DirectorAsset manager · Philadelphia, PA · $65B in regulatory assets
- The Putnam Advisory Company, LLCExecutive Vice PresidentPrivate fund adviser · Boston, MA · $33B in regulatory assets
- Franklin Templeton Institutional, LLCExecutive Vice PresidentAsset manager · New York, NY · $30B in regulatory assets
AtlasMembers
Sonal’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
- 5 firmsLocked
- Control-person status
- 5 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 (23)
- 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.
18 more people named with Sonal on the same filings, with titles and firms. Free in Atlas with a free account.
See all 23 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sonal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.