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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

CRD 111372

SAN MATEO, CA

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Search this name across graphsid dfx:ria:0117d433-3340-e6d7-6298-b97a8b9093c3

Data as of May 13, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 60
Dated events: 9
On other graphs: 0
Observed: Dec 23, 2011 to May 13, 2022
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $6.3BItem 5.F on the latest filing (2022-05-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.3B
Private client RAUM: $5.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 5,606
Individual clients: 4,550
High net worth clients: 1,359
SEC number: 801-13802
CRD: 111372
Filings on the tape: 36
First filed: Dec 23, 2011
Latest filed: May 13, 2022
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARAMAZZA, PIERRE, CAMILLE	DIRECTOR & SENIOR VICE PRESIDENT	Na	yes	03/2021	Mar 10, 2021	May 13, 2022
FRANKLIN RESOURCES, INC.	Shareholder	E	yes	03/1978	Dec 23, 2011	May 13, 2022
MASOM, JEFFREY, SCOTT	President	Na	yes	03/2021	Mar 10, 2021	May 13, 2022
OSHITA, LINDSEY, HARUMI	CHIEF FINANCIAL OFFICER	Na	yes	10/2019	Oct 29, 2019	May 13, 2022
BECKERLE, BREDA, MARY	CHIEF COMPLIANCE OFFICER	Na	no	09/2009	Aug 24, 2021	May 13, 2022
CONSTANT, MARK, LECHO	Treasurer	Na	no	10/2007	Dec 23, 2011	May 13, 2022
PORTERA, PHILIP, N/A	Director	Na	no	01/2011	Dec 23, 2011	May 13, 2022
TYLE, CRAIG, STEVEN	CHIEF LEGAL OFFICER	Na	no	12/2006	Dec 23, 2011	May 13, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 80

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FRANKLIN ADVISERS, INC.	n/a	Asset manager	$509B	N	yes	n/a
WESTERN ASSET MANAGEMENT COMPANY, LLC	n/a	Asset manager	$185B	N	yes	n/a
CLEARBRIDGE INVESTMENTS, LLC	n/a	Mixed wealth	$185B	N	yes	n/a
LEGG MASON PARTNERS FUND ADVISOR, LLC	n/a	Asset manager	$167B	N	yes	n/a
LEGG MASON PRIVATE PORTFOLIO GROUP, LLC	n/a	Independent wealth	$140B	N	yes	n/a
CLARION PARTNERS, LLC	n/a	Asset manager	$74B	N	yes	n/a
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	n/a	Other adviser	$65B	N	yes	n/a
FRANKLIN MUTUAL ADVISERS, LLC	n/a	Asset manager	$43B	N	yes	n/a
FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED	n/a	Asset manager	$41B	N	yes	n/a
FRANKLIN TEMPLETON INSTITUTIONAL, LLC	n/a	Asset manager	$30B	N	yes	n/a
BENEFIT STREET PARTNERS L.L.C.	n/a	Asset manager	$28B	N	yes	n/a
TEMPLETON GLOBAL ADVISORS LIMITED	n/a	Asset manager	$26B	N	yes	n/a
TEMPLETON ASSET MANAGEMENT LTD.	n/a	Asset manager	$24B	N	yes	n/a
WESTERN ASSET MANAGEMENT COMPANY LIMITED	n/a	Institutional manager	$20B	N	yes	n/a
FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED	n/a	Former SEC adviser	$18B	N	yes	n/a
FRANKLIN ADVISORY SERVICES, LLC	n/a	Asset manager	$14B	N	yes	n/a
FRANKLIN TEMPLETON INVESTMENTS CORP.	n/a	Asset manager	$13B	N	yes	n/a
ROYCE & ASSOCIATES, LP	n/a	Asset manager	$12B	N	yes	n/a
BSP CLO MANAGEMENT LLC	n/a	Asset manager	$12B	N	yes	n/a
WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TITULOS E VALO	n/a	Former SEC adviser	$11B	N	yes	n/a
MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED	n/a	Other adviser	$9.9B	N	yes	n/a
FIDUCIARY TRUST INTERNATIONAL, LLC	n/a	Bank affiliated wealth	$7.7B	N	yes	n/a
MARTIN CURRIE INC	n/a	Former SEC adviser	$7.3B	N	yes	n/a
K2/D&S MANAGEMENT CO., L.L.C.	n/a	Asset manager	$6.5B	N	yes	n/a
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.	n/a	Former SEC adviser	$6.3B	N	yes	n/a
FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT CO., LTD.	n/a	Former SEC adviser	$5.4B	N	yes	n/a
TEMPLETON INVESTMENT COUNSEL, LLC	n/a	Asset manager	$4.6B	N	yes	n/a
FRANKLIN BSP CAPITAL ADVISER LLC	n/a	Asset manager	$4.2B	N	yes	n/a
EDINBURGH PARTNERS LIMITED	n/a	Former SEC adviser	$4.2B	N	yes	n/a
FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED	n/a	Former SEC adviser	$4.0B	N	yes	n/a
FRANKLIN TEMPLETON INVESTMENTS (ME) LIMITED	n/a	Former SEC adviser	$3.6B	N	yes	n/a
FRANKLIN BSP LENDING ADVISER, L.L.C.	n/a	Former SEC adviser	$3.0B	N	yes	n/a
WESTERN ASSET MANAGEMENT COMPANY PTE LTD	n/a	Institutional manager	$2.8B	N	yes	n/a
WESTERN ASSET MANAGEMENT COMPANY LTD	n/a	Former SEC adviser	$2.6B	N	yes	n/a
FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA.	n/a	Former SEC adviser	$2.3B	N	yes	n/a
CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED	n/a	Asset manager	$2.2B	N	yes	n/a
K2 ADVISORS, L.L.C.	n/a	Former SEC adviser	$1.4B	N	yes	n/a
DARBY OVERSEAS PARTNERS, L.P.	n/a	Asset manager	$154M	N	yes	n/a
FINANCIAL GUARD, LLC	n/a	Former SEC adviser	$977,294	N	yes	n/a
BALANCED EQUITY MANAGEMENT PTY. LIMITED	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN MATEO	CA	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Dec 24, 2021	$6.3B	$6.3B	5	2	1	n/a	n/a
2020	Dec 23, 2020	$4.3B	$4.3B	16	3	0	n/a	n/a
2019	Dec 24, 2019	$4.1B	$4.1B	15	5	1	n/a	n/a
2018	Dec 26, 2018	$4.1B	$4.1B	14	5	1	n/a	n/a
2017	Dec 22, 2017	$4.7B	$4.7B	14	5	1	n/a	n/a
2016	Dec 23, 2016	$4.9B	$4.9B	15	5	n/a	n/a	n/a
2015	Dec 18, 2015	$5.1B	$5.1B	15	5	n/a	n/a	n/a
2014	Dec 19, 2014	$4.9B	$4.9B	24	5	n/a	n/a	n/a
2013	Dec 20, 2013	$5.6B	$5.6B	25	7	n/a	n/a	n/a
2012	Dec 20, 2012	$6.3B	$6.1B	41	8	n/a	n/a	n/a
2011	Dec 23, 2011	$6.5B	$6.1B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$6.3B	$4.3B	44.3%	$4.1B	14.8%	5	16	1	0

Relationships

Affiliated with (52)

→ FRANKLIN ADVISERS, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
→ ROYCE INVESTMENT PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
→ CLARION PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
→ WESTERN ASSET MANAGEMENT COMPANY LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ WESTERN ASSET MANAGEMENT COMPANYRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ MARTIN CURRIE INCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ FRANKLIN ADVISORY SERVICES, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ FRANKLIN TEMPLETON INVESTMENTS CORP.Registered adviserother investment adviser, broker-dealer, bank, common control
factForm ADV
→ TEMPLETON INVESTMENT COUNSEL, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ FRANKLIN MUTUAL ADVISERS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ TEMPLETON ASSET MANAGEMENT LTD.Registered adviserother investment adviser, broker-dealer, bank, common control
factForm ADV
→ TEMPLETON GLOBAL ADVISORS LIMITEDRegistered adviserother investment adviser, broker-dealer, bank, common control
factForm ADV
→ FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITEDRegistered adviserother investment adviser, broker-dealer, bank, common control
factForm ADV
→ FRANKLIN TEMPLETON INSTITUTIONAL, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ K2/D&S MANAGEMENT CO., L.L.C.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ FIDUCIARY TRUST INTERNATIONAL, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ EDINBURGH PARTNERS LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ CLEARBRIDGE INVESTMENTS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ CLEARBRIDGE INVESTMENT MANAGEMENT LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ FRANKLIN TEMPLETON FUND ADVISER, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ WESTERN ASSET MANAGEMENT COMPANY PTE LTDRegistered adviserother investment adviser, common control
factForm ADV
→ FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ WESTERN ASSET MANAGEMENT COMPANY LTDRegistered adviserother investment adviser, common control
factForm ADV
→ FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV
→ CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TITULOS E VALORegistered adviserother investment adviser, common control
factForm ADV
→ FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT CO., LTD.Registered adviserother investment adviser, bank, common control
factForm ADV
and 22 more

Owns (4)

← BECKERLE, BREDA, MARYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 24, 2021 to presentfactForm ADV
← CONSTANT, MARK, LECHOOwnerTREASURER, ownership code NA, individual
Dec 23, 2011 to presentfactForm ADV
← PORTERA, PHILIP, N/AOwnerDIRECTOR, ownership code NA, individual
Dec 23, 2011 to presentfactForm ADV
← TYLE, CRAIG, STEVENOwnerCHIEF LEGAL OFFICER, ownership code NA, individual
Dec 23, 2011 to presentfactForm ADV

Controls (4)

← CARAMAZZA, PIERRE, CAMILLEOwnerDIRECTOR & SENIOR VICE PRESIDENT, ownership code NA, individual
Mar 10, 2021 to presentfactForm ADV
← MASOM, JEFFREY, SCOTTOwnerPRESIDENT, ownership code NA, individual
Mar 10, 2021 to presentfactForm ADV
← OSHITA, LINDSEY, HARUMIOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Oct 29, 2019 to presentfactForm ADV
← FRANKLIN RESOURCES, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Dec 23, 2011 to presentfactForm ADV

Dated events

Occurred
Dec 24, 2021
Regulatory AUM changed
Franklin Templeton Portfolio Advisors, Inc. reported RAUM $6.3B, up 44% from $4.3B (2021-08-24 to 2021-12-24)
Form ADVobserved 5 days ago
$1.9B
Occurred
Mar 10, 2021
Control person joined
Camille Pierre Caramazza (Director & Senior Vice President) appeared on Schedule A of Franklin Templeton Portfolio Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 10, 2021
Control person joined
Scott Jeffrey Masom (President) appeared on Schedule A of Franklin Templeton Portfolio Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 10, 2021
Control person left
Thomas Daniel O'Lear (President) no longer on Schedule A of Franklin Templeton Portfolio Advisors, Inc. (listed 2021-02-16, absent 2021-03-10)
Form ADVobserved 5 days ago
Occurred
Mar 10, 2021
Control person left
Murray Robert Geppner (Senior Vice President And Director) no longer on Schedule A of Franklin Templeton Portfolio Advisors, Inc. (listed 2021-02-16, absent 2021-03-10)
Form ADVobserved 5 days ago
Occurred
Feb 16, 2021
Control person left
Sterling Madison Gulley (Executive Vice President) no longer on Schedule A of Franklin Templeton Portfolio Advisors, Inc. (listed 2021-02-01, absent 2021-02-16)
Form ADVobserved 5 days ago
Occurred
Dec 24, 2019
Control person joined
Murray Robert Geppner (Senior Vice President And Director) appeared on Schedule A of Franklin Templeton Portfolio Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Dec 24, 2019
Control person left
Michael Thomas Regner (President And Director) no longer on Schedule A of Franklin Templeton Portfolio Advisors, Inc. (listed 2019-10-29, absent 2019-12-24)
Form ADVobserved 5 days ago
Occurred
Oct 29, 2019
Control person joined
Harumi Lindsey Oshita (Chief Financial Officer) appeared on Schedule A of Franklin Templeton Portfolio Advisors, Inc.
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0117d433-3340-e6d7-6298-b97a8b9093c3
First observed: Dec 23, 2011
Last observed: May 13, 2022 53 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

CRD 111372

SAN MATEO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0117d433-3340-e6d7-6298-b97a8b9093c3

Data as of May 13, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:25 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARAMAZZA, PIERRE, CAMILLE

DIRECTOR & SENIOR VICE PRESIDENT

yes

03/2021

Mar 10, 2021

May 13, 2022

FRANKLIN RESOURCES, INC.

Shareholder

yes

03/1978

Dec 23, 2011

May 13, 2022

MASOM, JEFFREY, SCOTT

President

yes

03/2021

Mar 10, 2021

May 13, 2022

OSHITA, LINDSEY, HARUMI

CHIEF FINANCIAL OFFICER

yes

10/2019

Oct 29, 2019

May 13, 2022

BECKERLE, BREDA, MARY

CHIEF COMPLIANCE OFFICER

09/2009

Aug 24, 2021

May 13, 2022

CONSTANT, MARK, LECHO

Treasurer

10/2007

Dec 23, 2011

May 13, 2022

PORTERA, PHILIP, N/A

Director

01/2011

Dec 23, 2011

May 13, 2022

TYLE, CRAIG, STEVEN

CHIEF LEGAL OFFICER

12/2006

Dec 23, 2011

May 13, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FRANKLIN ADVISERS, INC.

n/a

Asset manager

$509B

yes

n/a

WESTERN ASSET MANAGEMENT COMPANY, LLC

n/a

Asset manager

$185B

yes

n/a

CLEARBRIDGE INVESTMENTS, LLC

n/a

Mixed wealth

$185B

yes

n/a

LEGG MASON PARTNERS FUND ADVISOR, LLC

n/a

Asset manager

$167B

yes

n/a

LEGG MASON PRIVATE PORTFOLIO GROUP, LLC

n/a

Independent wealth

$140B

yes

n/a

CLARION PARTNERS, LLC

n/a

Asset manager

$74B

yes

n/a

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

n/a

Other adviser

$65B

yes

n/a

FRANKLIN MUTUAL ADVISERS, LLC

n/a

Asset manager

$43B

yes

n/a

FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED

n/a

Asset manager

$41B

yes

n/a

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

n/a

Asset manager

$30B

yes

n/a

BENEFIT STREET PARTNERS L.L.C.

n/a

Asset manager

$28B

yes

n/a

TEMPLETON GLOBAL ADVISORS LIMITED

n/a

Asset manager

$26B

yes

n/a

TEMPLETON ASSET MANAGEMENT LTD.

n/a

Asset manager

$24B

yes

n/a

WESTERN ASSET MANAGEMENT COMPANY LIMITED

n/a

Institutional manager

$20B

yes

n/a

FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITED

n/a

Former SEC adviser

$18B

yes

n/a

FRANKLIN ADVISORY SERVICES, LLC

n/a

Asset manager

$14B

yes

n/a

FRANKLIN TEMPLETON INVESTMENTS CORP.

n/a

Asset manager

$13B

yes

n/a

ROYCE & ASSOCIATES, LP

n/a

Asset manager

$12B

yes

n/a

BSP CLO MANAGEMENT LLC

n/a

Asset manager

$12B

yes

n/a

WESTERN ASSET MANAGEMENT COMPANY DISTRIBUIDORA DE TITULOS E VALO

n/a

Former SEC adviser

$11B

yes

n/a

MARTIN CURRIE INVESTMENT MANAGEMENT LIMITED

n/a

Other adviser

$9.9B

yes

n/a

FIDUCIARY TRUST INTERNATIONAL, LLC

n/a

Bank affiliated wealth

$7.7B

yes

n/a

MARTIN CURRIE INC

n/a

Former SEC adviser

$7.3B

yes

n/a

K2/D&S MANAGEMENT CO., L.L.C.

n/a

Asset manager

$6.5B

yes

n/a

FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

n/a

Former SEC adviser

$6.3B

yes

n/a

FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT CO., LTD.

n/a

Former SEC adviser

$5.4B

yes

n/a

TEMPLETON INVESTMENT COUNSEL, LLC

n/a

Asset manager

$4.6B

yes

n/a

FRANKLIN BSP CAPITAL ADVISER LLC

n/a

Asset manager

$4.2B

yes

n/a

EDINBURGH PARTNERS LIMITED

n/a

Former SEC adviser

$4.2B

yes

n/a

FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED

n/a

Former SEC adviser

$4.0B

yes

n/a

FRANKLIN TEMPLETON INVESTMENTS (ME) LIMITED

n/a

Former SEC adviser

$3.6B

yes

n/a

FRANKLIN BSP LENDING ADVISER, L.L.C.

n/a

Former SEC adviser

$3.0B

yes

n/a

WESTERN ASSET MANAGEMENT COMPANY PTE LTD

n/a

Institutional manager

$2.8B

yes

n/a

WESTERN ASSET MANAGEMENT COMPANY LTD

n/a

Former SEC adviser

$2.6B

yes

n/a

FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA.

n/a

Former SEC adviser

$2.3B

yes

n/a

CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED

n/a

Asset manager

$2.2B

yes

n/a

K2 ADVISORS, L.L.C.

n/a

Former SEC adviser

$1.4B

yes

n/a

DARBY OVERSEAS PARTNERS, L.P.

n/a

Asset manager

$154M

yes

n/a

FINANCIAL GUARD, LLC

n/a

Former SEC adviser

$977,294

yes

n/a

BALANCED EQUITY MANAGEMENT PTY. LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SAN MATEO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Dec 24, 2021

$6.3B

n/a

2020

Dec 23, 2020

$4.3B

n/a

2019

Dec 24, 2019

$4.1B

n/a

2018

Dec 26, 2018

$4.1B

n/a

2017

Dec 22, 2017

$4.7B

n/a

2016

Dec 23, 2016

$4.9B

n/a

2015

Dec 18, 2015

$5.1B

n/a

2014

Dec 19, 2014

$4.9B

n/a

2013

Dec 20, 2013

$5.6B

n/a

2012

Dec 20, 2012

$6.3B

$6.1B

n/a

2011

Dec 23, 2011

$6.5B

$6.1B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$6.3B

$4.3B

44.3%

$4.1B

14.8%