DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM over $100B

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

CRD 142219

NEW YORK, NY

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:6f405ac4-64d8-623c-c04b-d8a34e222f56

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 53
Dated events: 8
On other graphs: 0
Observed: Dec 15, 2011 to Aug 28, 2026
87 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: independent wealth managerderivedprivate_client_share=0.56 fund_share=0.37 institutional_share=0.03 related_bd=true related_bank=true bd_reps=7.0 bank_owner=false
Regulatory AUM: $140BItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $87B
Private client RAUM: $79BderivedItem 5.D individuals plus high net worth individuals
Private client share: 56%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $140Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 179,726
Individual clients: 174,985
High net worth clients: 920
SEC number: 801-67411
CRD: 142219
Filings on the tape: 87
First filed: Dec 15, 2011
Latest filed: Aug 28, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN EDWIN BLAKE	n/a	NEW YORK, NY	17	20	3	yes

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
CHASAN, DANIEL, BRIAN	CHIEF OPERATING OFFICER	Na	yes	01/2026	Aug 28, 2026	Aug 28, 2026
DOLGOV, JASNA, BRBLIC	GENERAL COUNSEL	Na	yes	01/2023	Aug 28, 2026	Aug 28, 2026
LEGG MASON, INC.	SOLE MEMBER	E	yes	10/2006	Aug 28, 2026	Aug 28, 2026
MURPHY, BRIAN, R	CHIEF COMPLIANCE OFFICER	Na	yes	01/2023	Aug 28, 2026	Aug 28, 2026
MURPHY, TERRENCE, JAMES	Director	Na	yes	03/2011	Aug 28, 2026	Aug 28, 2026
OH, SEOK, SELENE	Director	Na	yes	04/2025	Aug 28, 2026	Aug 28, 2026
FRANKLIN RESOURCES, INC.	SOLE SHAREHOLDER OF LEGG MASON, INC.	E	yes	07/2020	Aug 7, 2020	Dec 23, 2024
PLAFKER, JED, ANDREW	Director	Na	yes	09/2020	Oct 8, 2020	Dec 23, 2024
TARALLO, NICOLE, LORRAINE	CHIEF OPERATING OFFICER	Na	yes	04/2013	May 7, 2013	Dec 23, 2024

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
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
PUTNAM INVESTMENT MANAGEMENT, LLC	n/a	Asset manager	$117B	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
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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	n/a	Independent wealth	$20B	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
MARTIN CURRIE INC	n/a	Former SEC adviser	$7.3B	N	yes	n/a
TEMPLETON INVESTMENT COUNSEL, LLC	n/a	Asset manager	$4.6B	N	yes	n/a
CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED	n/a	Asset manager	$2.2B	N	yes	n/a
FRANKLIN MANAGED OPTIONS STRATEGIES, LLC	n/a	Former SEC adviser	$973M	N	yes	n/a
FRANKLIN DISTRIBUTORS, LLC	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; showing 14 of 19

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$140B	$87B	15	2	0	n/a	n/a
2024	Apr 22, 2025	$126B	$82B	15	2	0	n/a	n/a
2023	Dec 1, 2023	$105B	$69B	15	2	0	n/a	n/a
2022	Dec 1, 2022	$95B	$61B	16	2	0	n/a	n/a
2021	Dec 1, 2021	$117B	$74B	13	2	0	n/a	n/a
2020	Jun 25, 2020	$79B	$52B	10	0	0	n/a	n/a
2019	Jun 27, 2019	$82B	$55B	10	0	0	n/a	n/a
2018	Jun 27, 2018	$76B	$53B	10	0	0	n/a	n/a
2017	Jun 27, 2017	$64B	$48B	10	0	n/a	n/a	n/a
2016	Jun 24, 2016	$53B	$43B	10	0	n/a	n/a	n/a
2015	Jun 25, 2015	$50B	$43B	13	0	n/a	n/a	n/a
2014	Jun 24, 2014	$38B	$38B	11	0	n/a	n/a	n/a
2013	Jun 27, 2013	$32B	$32B	12	0	n/a	n/a	n/a
2012	Jun 28, 2012	$30B	$30B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$140B	$126B	11.1%	$95B	13.9%	15	15	0	0

Relationships

Affiliated with (42)

→ FRANKLIN ADVISERS, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
→ PUTNAM INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ ROYCE INVESTMENT PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
→ WESTERN ASSET MANAGEMENT COMPANYRegistered 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 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 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, bank, common control
factForm ADV
→ FRANKLIN TEMPLETON INSTITUTIONAL, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ CLEARBRIDGE INVESTMENTS, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ O'SHAUGHNESSY ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
→ FRANKLIN MANAGED OPTIONS STRATEGIES, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CLEARBRIDGE INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← K2/D&S MANAGEMENT CO., L.L.C.Registered adviserother investment adviser, bank, common control
factForm ADV
← FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← CLEARBRIDGE INVESTMENT MANAGEMENT LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← THE PUTNAM ADVISORY COMPANY, LLCRegistered adviserother investment adviser, common control
factForm ADV
← FRANKLIN ADVISORY SERVICES, LLCRegistered adviserother investment adviser, common control
factForm ADV
← FRANKLIN ADVISERS, INC.Registered adviserother investment adviser, common control
factForm ADV
← WESTERN ASSET MANAGEMENT COMPANYRegistered adviserother investment adviser, common control
factForm ADV
← TEMPLETON ASSET MANAGEMENT LTD.Registered adviserother investment adviser, common control
factForm ADV
← TEMPLETON INVESTMENT COUNSEL, LLCRegistered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON INSTITUTIONAL, LLCRegistered adviserother investment adviser, common control
factForm ADV
← PUTNAM INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← ROYCE INVESTMENT PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
and 12 more

Registered with (4)

← JONATHAN EDWIN BLAKEAdvisorregistration: current employment
May 5, 2009 to presentfactForm ADV
← DAVID STUART PENNAdvisorregistration: previous registration
Oct 3, 2008 to May 7, 2009factForm ADV
← KIRSTIN STERLING MOBYEDAdvisorregistration: previous registration
Nov 26, 2007 to Apr 9, 2008factForm ADV
← Justin M DePrinoAdvisorregistration: previous registration
Aug 21, 2007 to Apr 9, 2008factForm ADV

Controls (7)

← TARALLO, NICOLE, LORRAINEOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
May 7, 2013 to Dec 23, 2024factForm ADV
← PLAFKER, JED, ANDREWOwnerDIRECTOR, ownership code NA, individual
Oct 8, 2020 to Dec 23, 2024factForm ADV
← MURPHY, BRIAN, ROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 10, 2023 to Dec 23, 2024factForm ADV
← MURPHY, TERRENCE, JAMESOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Dec 15, 2011 to Dec 23, 2024factForm ADV
← DOLGOV, JASNA, BRBLICOwnerGENERAL COUNSEL, ownership code NA, individual
Jan 10, 2023 to Dec 23, 2024factForm ADV
← FRANKLIN RESOURCES, INC.OwnerSOLE SHAREHOLDER OF LEGG MASON, INC., ownership code E, domestic entity
Aug 7, 2020 to Dec 23, 2024factForm ADV
← LEGG MASON, INC.OwnerSOLE MEMBER, ownership code E, domestic entity
Dec 15, 2011 to Dec 23, 2024factForm ADV

Dated events

Occurred
Apr 8, 2024
Control person left
Karen Cynthia List (Chief Financial Officer) no longer on Schedule A of Franklin Templeton Private Portfolio Group, Llc (listed 2024-02-01, absent 2024-04-08)
Form ADVobserved 3 days ago
Occurred
Jan 10, 2023
Control person joined
R Brian Murphy (Chief Compliance Officer) appeared on Schedule A of Franklin Templeton Private Portfolio Group, Llc
Form ADVobserved 3 days ago
Occurred
Jan 10, 2023
Control person joined
Brblic Jasna Dolgov (General Counsel) appeared on Schedule A of Franklin Templeton Private Portfolio Group, Llc
Form ADVobserved 3 days ago
Occurred
Jan 10, 2023
Control person left
Brooke Barbara Manning (Chief Compliance Officer) no longer on Schedule A of Franklin Templeton Private Portfolio Group, Llc (listed 2022-12-01, absent 2023-01-10)
Form ADVobserved 3 days ago
Occurred
Aug 27, 2021
Control person left
Allen Jeffrey Nattans (Director) no longer on Schedule A of Franklin Templeton Private Portfolio Group, Llc (listed 2021-06-25, absent 2021-08-27)
Form ADVobserved 3 days ago
Occurred
Jun 25, 2021
Regulatory AUM changed
Franklin Templeton Private Portfolio Group, Llc reported RAUM $110.3B, up 40% from $78.6B (2021-05-27 to 2021-06-25)
Form ADVobserved 3 days ago
$31.7B
Occurred
Oct 8, 2020
Control person left
Hamilton Peter Nachtwey (Director) no longer on Schedule A of Franklin Templeton Private Portfolio Group, Llc (listed 2020-09-14, absent 2020-10-08)
Form ADVobserved 3 days ago
Occurred
Oct 8, 2020
Control person joined
Andrew Jed Plafker (Director) appeared on Schedule A of Franklin Templeton Private Portfolio Group, Llc
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f405ac4-64d8-623c-c04b-d8a34e222f56
First observed: Dec 15, 2011
Last observed: Aug 28, 2026 22 days 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 PRIVATE PORTFOLIO GROUP, LLC

CRD 142219

NEW YORK, NY

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:6f405ac4-64d8-623c-c04b-d8a34e222f56

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN EDWIN BLAKE

n/a

NEW YORK, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHASAN, DANIEL, BRIAN

CHIEF OPERATING OFFICER

yes

01/2026

Aug 28, 2026

DOLGOV, JASNA, BRBLIC

GENERAL COUNSEL

yes

01/2023

Aug 28, 2026

LEGG MASON, INC.

SOLE MEMBER

yes

10/2006

Aug 28, 2026

MURPHY, BRIAN, R

CHIEF COMPLIANCE OFFICER

yes

01/2023

Aug 28, 2026

MURPHY, TERRENCE, JAMES

Director

yes

03/2011

Aug 28, 2026

OH, SEOK, SELENE

Director

yes

04/2025

Aug 28, 2026

FRANKLIN RESOURCES, INC.

SOLE SHAREHOLDER OF LEGG MASON, INC.

yes

07/2020

Aug 7, 2020

Dec 23, 2024

PLAFKER, JED, ANDREW

Director

yes

09/2020

Oct 8, 2020

Dec 23, 2024

TARALLO, NICOLE, LORRAINE

CHIEF OPERATING OFFICER

yes

04/2013

May 7, 2013

Dec 23, 2024

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

PUTNAM INVESTMENT MANAGEMENT, LLC

n/a

Asset manager

$117B

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

TEMPLETON GLOBAL ADVISORS LIMITED

n/a

Asset manager

$26B

yes

n/a

TEMPLETON ASSET MANAGEMENT LTD.

n/a

Asset manager

$24B

yes

n/a

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

n/a

Independent wealth

$20B

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

MARTIN CURRIE INC

n/a

Former SEC adviser

$7.3B

yes

n/a

TEMPLETON INVESTMENT COUNSEL, LLC

n/a

Asset manager

$4.6B

yes

n/a

CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED

n/a

Asset manager

$2.2B

yes

n/a

FRANKLIN MANAGED OPTIONS STRATEGIES, LLC

n/a

Former SEC adviser

$973M

yes

n/a

FRANKLIN DISTRIBUTORS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$140B

$87B

n/a

2024

Apr 22, 2025

$126B

$82B

n/a

2023

Dec 1, 2023

$105B

$69B

n/a

2022

Dec 1, 2022

$95B

$61B

n/a

2021

Dec 1, 2021

$117B

$74B

n/a

2020

Jun 25, 2020

$79B

$52B

n/a

2019

Jun 27, 2019

$82B

$55B

n/a

2018

Jun 27, 2018

$76B

$53B

n/a

2017

Jun 27, 2017

$64B

$48B

n/a

2016

Jun 24, 2016

$53B

$43B

n/a

2015

Jun 25, 2015

$50B

$43B

n/a

2014

Jun 24, 2014

$38B

n/a

2013

Jun 27, 2013

$32B

n/a

2012

Jun 28, 2012

$30B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$140B

$126B

11.1%

$95B

13.9%