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CRD 111383
NASSAU
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES, INC. | PARENT CORPORATION | E | yes | 07/2020 | Dec 23, 2011 | Dec 24, 2024 |
| LEGG MASON, INC. | Shareholder | E | yes | 06/2021 | Dec 24, 2021 | Dec 24, 2024 |
| MOESCHTER, PETER, MANFRED | EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER & DIRECTOR | Na | yes | 01/2019 | Feb 11, 2019 | Dec 24, 2024 |
| SETHI, ALOK, N/A | Director | Na | yes | 01/2019 | Feb 11, 2019 | Dec 24, 2024 |
| TEMPLETON GLOBAL HOLDINGS LIMITED | PARENT CORPORATION OF REGISTRANT | E | yes | 10/1992 | Dec 23, 2011 | Dec 24, 2024 |
| TEMPLETON INTERNATIONAL, INC. | PARENT CORPORATION | E | yes | 10/1992 | Dec 23, 2011 | Dec 24, 2024 |
| TEMPLETON WORLDWIDE, INC. | PARENT CORPORATION | E | yes | 10/1992 | Dec 23, 2011 | Dec 24, 2024 |
| AVIGDOR, LEEOR, PAUL | Treasurer | Na | no | 05/2023 | Jun 22, 2023 | Dec 24, 2024 |
| DAVIS, BJORN, ANTHONY | CHIEF COMPLIANCE OFFICER | Na | no | 05/2023 | Jun 22, 2023 | Dec 24, 2024 |
| MERCHANT, THOMAS, CLIFTON | CHIEF LEGAL OFFICER | Na | no | 05/2022 | Dec 21, 2022 | Dec 24, 2024 |
| Peel, Christopher | DIRECTOR AND PRESIDENT AND CEO | Na | no | 03/2023 | Apr 27, 2023 | Dec 24, 2024 |
| 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 |
| FRANKLIN TEMPLETON FUND ADVISER, LLC | n/a | Asset manager | $167B | N | yes | n/a |
| FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | n/a | Independent wealth | $140B | N | yes | n/a |
| PUTNAM INVESTMENT MANAGEMENT, LLC | n/a | Asset manager | $117B | N | yes | n/a |
| LEXINGTON PARTNERS L.P. | n/a | Asset manager | $79B | Y | 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 | Y | 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 |
| THE PUTNAM ADVISORY COMPANY, LLC | n/a | Asset manager | $33B | 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 ASSET MANAGEMENT LTD. | n/a | Asset manager | $24B | N | yes | n/a |
| ALCENTRA LIMITED | n/a | Asset manager | $23B | N | yes | n/a |
| WESTERN ASSET MANAGEMENT COMPANY LIMITED | n/a | Institutional manager | $20B | N | yes | n/a |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | n/a | Independent wealth | $20B | N | yes | n/a |
| ALCENTRA NY, LLC | n/a | Asset manager | $14B | 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 | no | n/a |
| BSP CLO MANAGEMENT LLC | n/a | Asset manager | $12B | 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 |
| 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 |
| FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED | n/a | Former SEC adviser | $4.0B | N | yes | n/a |
| PUTNAM INVESTMENTS LIMITED | 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 |
| LEXINGTON ADVISORS LLC | n/a | Asset manager | $2.7B | Y | 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 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE. LTD | n/a | n/a | n/a | Y | yes | n/a |
| CHINA LIFE FRANKLIN ASSET MANAGEMENT CO., LIMITED | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Feb 6, 2025 | $19B | $19B | 10 | 5 | 0 | n/a | n/a |
| 2023 | Dec 22, 2023 | $22B | $22B | 11 | 6 | 0 | n/a | n/a |
| 2022 | Dec 21, 2022 | $20B | $20B | 15 | 7 | 1 | n/a | n/a |
| 2021 | Dec 24, 2021 | $29B | $29B | 14 | 6 | 1 | n/a | n/a |
| 2020 | Dec 23, 2020 | $29B | $29B | 14 | 5 | 0 | n/a | n/a |
| 2019 | Dec 24, 2019 | $36B | $36B | 17 | 6 | 0 | n/a | n/a |
| 2018 | Dec 26, 2018 | $46B | $46B | 19 | 7 | 0 | n/a | n/a |
| 2017 | Dec 22, 2017 | $51B | $51B | 20 | 7 | 0 | n/a | n/a |
| 2016 | Dec 23, 2016 | $48B | $48B | 21 | 7 | n/a | n/a | n/a |
| 2015 | Dec 18, 2015 | $52B | $52B | 20 | 7 | n/a | n/a | n/a |
| 2014 | Dec 19, 2014 | $62B | $62B | 21 | 8 | n/a | n/a | n/a |
| 2013 | Dec 20, 2013 | $55B | $55B | 20 | 7 | n/a | n/a | n/a |
| 2012 | Dec 20, 2012 | $47B | $47B | 19 | 7 | n/a | n/a | n/a |
| 2011 | Dec 23, 2011 | $42B | $42B | n/a | n/a | n/a | 1 | $1.4B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $26B | $22B | 15.9% | $29B | -3.9% | 8 | 11 | 0 | 0 |