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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

EDINBURGH PARTNERS NORTH AMERICA

EDINBURGH PARTNERS NORTH AMERICA, INC, CRD 172746

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:2baf1585-4827-4ab3-6b59-3cfecfa4e3a3

Data as of May 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2014 to May 30, 2018
12 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: $181MItem 5.F on the latest filing (2018-05-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.7M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 4
SEC number: 801-80377
CRD: 172746
Filings on the tape: 12
First filed: Sep 18, 2014
Latest filed: May 30, 2018
Organised: Corporation, Delaware

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
DEVLIN, NEIL, STEPHEN	Director	Na	yes	03/2016	Mar 23, 2016	May 30, 2018
DICKSON, THOMAS, JOHN	Director	Na	yes	09/2014	Sep 18, 2014	May 30, 2018
EDINBURGH PARTNERS LIMITED	SOLE SHAREHOLDER	E	yes	10/2007	Sep 18, 2014	May 30, 2018
FRANKLIN RESOURCES, INC.	PARENT CORPORATION	E	yes	05/2018	May 29, 2018	May 30, 2018
NAIRN, ALASDAIR, GORDON MACKENZIE	Director	Na	yes	09/2014	Sep 18, 2014	May 30, 2018
BROWN, STEWART, JOHN	CHIEF COMPLIANCE OFFICER	Na	no	09/2014	Sep 18, 2014	May 30, 2018

Affiliates (Item 7.A)

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

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
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
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
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
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
EDINBURGH PARTNERS LIMITED	n/a	Former SEC adviser	$4.2B	Y	no	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 TEMPLETON INVESTIMENTOS (BRASIL) LTDA.	n/a	Former SEC adviser	$2.3B	N	yes	n/a
FIDUCIARY INVESTMENT MANAGEMENT INTERNATIONAL, INC.	n/a	Former SEC adviser	$650M	N	yes	n/a
FASA, LLC	n/a	Former SEC adviser	$292M	N	yes	n/a
DARBY OVERSEAS PARTNERS, L.P.	n/a	Asset manager	$154M	N	yes	n/a
BALANCED EQUITY MANAGEMENT PTY. LIMITED	n/a	n/a	n/a	N	yes	n/a
EDINBURGH PARTNERS AIFM LIMITED	n/a	n/a	n/a	N	yes	n/a
EDINBURGH PARTNERS EM GP LLC	n/a	n/a	n/a	N	yes	n/a
FIDUCIARY TRUST COMPANY OF CANADA	n/a	n/a	n/a	N	yes	n/a
FIDUCIARY TRUST INTERNATIONAL LIMITED	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD.	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V. SOCIEDAD OPERADORA DE FONDOS DE INVERSION	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON FRANCE, S.A.	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD.	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L.	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON INVESTMENT COUNSULTING (SHANGHAI) LIMITED	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON INVESTMENTS AUSTRALIA LIMITED	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON INVESTMENTS JAPAN LTD.	n/a	n/a	n/a	N	yes	n/a
FRANKLIN TEMPLETON SEALAND FUND MANAGEMENT CO., LTD	n/a	n/a	n/a	N	yes	n/a
FRANKLIN/TEMPLETON DISTRIBUTORS, INC.	n/a	n/a	n/a	N	yes	n/a
FTC INVESTOR SERVICES INC.	n/a	n/a	n/a	N	yes	n/a
K2 ADVISORS, L.L.C.	n/a	n/a	n/a	N	yes	n/a
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.	n/a	n/a	n/a	N	yes	n/a
VIETCOMBANK FUND MANAGEMENT	n/a	n/a	n/a	N	yes	n/a

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
2018	May 29, 2018	$181M	$3.7M	3	2	1	n/a	n/a
2017	Mar 21, 2017	$181M	$3.1M	3	2	n/a	n/a	n/a
2016	Mar 23, 2016	$391M	$2.6M	3	2	n/a	n/a	n/a
2015	Mar 4, 2015	$658M	$3.0M	3	2	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
2018	$181M	$181M	-0.3%	$658M	-35.0%	3	3	1	n/a

Relationships

Affiliated with (25)

← FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA.Registered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON INVESTMENTS (ME) LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← FASA, LLCRegistered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT CO., LTD.Registered adviserother investment adviser, common control
factForm ADV
→ FRANKLIN ADVISERS, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
→ FIDUCIARY INVESTMENT MANAGEMENT INTERNATIONAL, INC.Registered adviserother investment adviser, common control
factForm ADV
→ FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITEDRegistered adviserother investment adviser, broker-dealer, 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
→ K2/D&S MANAGEMENT CO., L.L.C.Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ EDINBURGH PARTNERS LIMITEDRegistered adviserother investment adviser, control
factForm ADV
→ FASA, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ FRANKLIN TEMPLETON ASSET MANAGEMENT (INDIA) PRIVATE LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ FRANKLIN TEMPLETON INVESTMENT TRUST MANAGEMENT CO., LTD.Registered adviserother investment adviser, bank, common control
factForm ADV
→ FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA.Registered adviserother investment adviser, bank, common control
factForm ADV
→ DARBY OVERSEAS PARTNERS, L.P.Registered adviserother investment adviser, common control
factForm ADV
→ FRANKLIN TEMPLETON INVESTMENTS (ME) LIMITEDRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (5)

← EDINBURGH PARTNERS LIMITEDOwnerSOLE SHAREHOLDER, ownership code E, foreign entity
Sep 18, 2014 to presentfactForm ADV
← DICKSON, THOMAS, JOHNOwnerDIRECTOR, ownership code NA, individual
Sep 18, 2014 to presentfactForm ADV
← DEVLIN, NEIL, STEPHENOwnerDIRECTOR, ownership code NA, individual
Mar 23, 2016 to presentfactForm ADV
← NAIRN, ALASDAIR, GORDON MACKENZIEOwnerDIRECTOR, ownership code NA, individual
Sep 18, 2014 to presentfactForm ADV
← FRANKLIN RESOURCES, INC.OwnerPARENT CORPORATION, ownership code E, domestic entity
May 29, 2018 to presentfactForm ADV

Owns (1)

← BROWN, STEWART, JOHNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 18, 2014 to presentfactForm ADV

Dated events

Occurred
Sep 18, 2014
First Form ADV filing
Edinburgh Partners North America filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2baf1585-4827-4ab3-6b59-3cfecfa4e3a3
First observed: Sep 18, 2014
Last observed: May 30, 2018 101 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.

EDINBURGH PARTNERS NORTH AMERICA

EDINBURGH PARTNERS NORTH AMERICA, INC, CRD 172746

WEST PALM BEACH, FL

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:2baf1585-4827-4ab3-6b59-3cfecfa4e3a3

Data as of May 30, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEVLIN, NEIL, STEPHEN

Director

yes

03/2016

Mar 23, 2016

May 30, 2018

DICKSON, THOMAS, JOHN

Director

yes

09/2014

Sep 18, 2014

May 30, 2018

EDINBURGH PARTNERS LIMITED

SOLE SHAREHOLDER

yes

10/2007

Sep 18, 2014

May 30, 2018

FRANKLIN RESOURCES, INC.

PARENT CORPORATION

yes

05/2018

May 29, 2018

May 30, 2018

NAIRN, ALASDAIR, GORDON MACKENZIE

Director

yes

09/2014

Sep 18, 2014

May 30, 2018

BROWN, STEWART, JOHN

CHIEF COMPLIANCE OFFICER

09/2014

Sep 18, 2014

May 30, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FRANKLIN ADVISERS, INC.

n/a

Asset manager

$509B

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

TEMPLETON GLOBAL ADVISORS LIMITED

n/a

Asset manager

$26B

yes

n/a

TEMPLETON ASSET MANAGEMENT LTD.

n/a

Asset manager

$24B

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

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

EDINBURGH PARTNERS LIMITED

n/a

Former SEC adviser

$4.2B

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 TEMPLETON INVESTIMENTOS (BRASIL) LTDA.

n/a

Former SEC adviser

$2.3B

yes

n/a

FIDUCIARY INVESTMENT MANAGEMENT INTERNATIONAL, INC.

n/a

Former SEC adviser

$650M

yes

n/a

FASA, LLC

n/a

Former SEC adviser

$292M

yes

n/a

DARBY OVERSEAS PARTNERS, L.P.

n/a

Asset manager

$154M

yes

n/a

BALANCED EQUITY MANAGEMENT PTY. LIMITED

n/a

yes

n/a

EDINBURGH PARTNERS AIFM LIMITED

n/a

yes

n/a

EDINBURGH PARTNERS EM GP LLC

n/a

yes

n/a

FIDUCIARY TRUST COMPANY OF CANADA

n/a

yes

n/a

FIDUCIARY TRUST INTERNATIONAL LIMITED

n/a

yes

n/a

FRANKLIN TEMPLETON ASSET MANAGEMENT (MALAYSIA) SDN. BHD.

n/a

yes

n/a

FRANKLIN TEMPLETON ASSET MANAGEMENT MEXICO, S.A. DE C.V. SOCIEDAD OPERADORA DE FONDOS DE INVERSION

n/a

yes

n/a

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

n/a

yes

n/a

FRANKLIN TEMPLETON FRANCE, S.A.

n/a

yes

n/a

FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED

n/a

yes

n/a

FRANKLIN TEMPLETON GSC ASSET MANAGEMENT SDN. BHD.

n/a

yes

n/a

FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L.

n/a

yes

n/a

FRANKLIN TEMPLETON INVESTMENT COUNSULTING (SHANGHAI) LIMITED

n/a

yes

n/a

FRANKLIN TEMPLETON INVESTMENTS AUSTRALIA LIMITED

n/a

yes

n/a

FRANKLIN TEMPLETON INVESTMENTS JAPAN LTD.

n/a

yes

n/a

FRANKLIN TEMPLETON SEALAND FUND MANAGEMENT CO., LTD

n/a

yes

n/a

FRANKLIN/TEMPLETON DISTRIBUTORS, INC.

n/a

yes

n/a

FTC INVESTOR SERVICES INC.

n/a

yes

n/a

K2 ADVISORS, L.L.C.

n/a

yes

n/a

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

n/a

yes

n/a

VIETCOMBANK FUND MANAGEMENT

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

May 29, 2018

$181M

$3.7M

n/a

2017

Mar 21, 2017

$181M

$3.1M

n/a

2016

Mar 23, 2016

$391M

$2.6M

n/a

2015

Mar 4, 2015

$658M

$3.0M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$181M

-0.3%

$658M

-35.0%

n/a