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Private fund adviser · London, United Kingdom

Franklin Templeton Investment Management Limited

SEC-registered investment adviser · CRD 111360 · SEC 801-55170

At a glance

Franklin Templeton Investment Management Limited is an SEC-registered investment adviser based in London, United Kingdom, with $40.5 billion in regulatory assets under management as of its Form ADV filed September 16, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 5 individual clients. By Form ADV it is a private fund adviser, ranked 193rd of 4,686 private fund advisers and 514th of 17,210 SEC-registered advisers by assets.

Main office +00442070738500franklintempleton.comLinkedInAs filed on Form ADV

Regulatory AUM
$41B
Rank among private fund advisers
#193 of 4,686
Rank among all SEC RIAs
#514 of 17,210
Individual clients
5
High-net-worth clients
5
Accounts
148
Discretionary
100% of AUM
Employees
122
Advisory staff
71
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

4 custodians

  1. Citi$3.6B34%
  2. Northern Trust$3.0B29%
  3. J.P. Morgan$2.0B19%
  4. State Street$1.9B18%

Other RIAs using CitiOther multi-custodian RIAs

Broker-dealer

Affiliated broker-dealer

It names affiliated broker-dealers: Clarion Partners Emea Limited, Clarion Partners Europe (u.k.) Limited, Clarion Partners Securities, LLC, Clarion Partners, LLC, FTC Investor Services Inc., Franklin Distributors, LLC, Franklin Templeton International Services S.a R.L., Franklin Templeton Investments (asia) Limited, Franklin Templeton Investments Corp., Goldberry Wealth Gmbh, Royce Fund Services, LLC and Templeton Asset Management LTD..

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles107$24B59%
Sovereign wealth funds and foreign official institutions10$8.3B21%
Investment companies12$4.0B10%
State or municipal government entities8$2.7B7%
Pension and profit sharing plans–$1.2B3%
Insurance companies–$140M<1%
Corporations or other businesses–$99M<1%
High-net-worth individuals5$43M<1%

Private funds

Franklin Templeton Investment Management Limited reports 1 private funds with $1M in gross assets: hedge funds (Form ADV Item 7.B).

Disciplinary disclosures

Franklin Templeton Investment Management Limited answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Other services

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗franklintempleton.com ↗

AtlasMembers

The full record on Franklin Templeton Investment Management Limited

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
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Growth over one, three and five years
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Rank against 432 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
4Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Franklin Templeton Investment Management Limited manage?

Franklin Templeton Investment Management Limited reports $40.5 billion in regulatory assets under management across 148 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 16, 2026.

What kind of firm is Franklin Templeton Investment Management Limited?

Franklin Templeton Investment Management Limited is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. It reports a bank or thrift among its related persons. A public reporting company controls it.

Who are Franklin Templeton Investment Management Limited’s clients?

By assets, its largest client types are pooled investment vehicles ($24.0 billion, 107 clients); sovereign wealth funds and foreign official institutions ($8.3 billion, 10 clients); investment companies ($4.0 billion, 12 clients).

Does Franklin Templeton Investment Management Limited manage private funds?

Yes. It reports 1 private funds with $784,000 in gross assets, including hedge funds.

Does Franklin Templeton Investment Management Limited have any disciplinary history?

Franklin Templeton Investment Management Limited answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Franklin Templeton Investment Management Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →