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

FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA.

CRD 155141

SAO PAULO - SP

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Search this name across graphsid dfx:ria:afa28d05-23dc-8bf4-365c-afa9a9e4dd5d

Data as of Mar 26, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 58
Dated events: 2
On other graphs: 0
Observed: Mar 30, 2012 to Mar 26, 2020
18 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: $2.3BItem 5.F on the latest filing (2020-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.3B
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: 29
Advisory employees: 10
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 35
Individual clients: 0
High net worth clients: 0
SEC number: 801-71881
CRD: 155141
Filings on the tape: 18
First filed: Mar 30, 2012
Latest filed: Mar 26, 2020
Organised: Other (specify)

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
ASHTON, ANDREW, JAMES	PRESIDENT OF THE CONSULTING BOARD	Na	yes	03/2016	Sep 26, 2017	Mar 26, 2020
FRANKLIN RESOURCES, INC.	PARENT CORPORATION OF TWI	E	yes	07/2001	Mar 30, 2012	Mar 26, 2020
FRANKLIN TEMPLETON CAPITAL HOLDINGS PRIVATE LIMITED	99.99% SHAREHOLDER	E	yes	11/2016	Aug 13, 2018	Mar 26, 2020
GONCALVES, MARCUS, VINICIUS M D	President	Na	yes	04/2013	Aug 2, 2013	Mar 26, 2020
PLAFKER, JED, ANDREW	MEMBER OF THE CONSULTING BOARD	Na	yes	07/2006	Mar 30, 2012	Mar 26, 2020
STENZEL, GUSTAVO, GARCIA	MEMBER OF THE CONSULTING BOARD	Na	yes	10/2016	Mar 28, 2017	Mar 26, 2020
TEMPLETON INTERNATIONAL, INC.	PARENT CORPORATION OF FTCH	E	yes	11/2016	Mar 30, 2012	Mar 26, 2020
TEMPLETON WORLDWIDE, INC.	PARENT CORPORATION OF TII	E	yes	07/2001	Mar 30, 2012	Mar 26, 2020

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 43

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
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
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	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
BDCA ADVISER, LLC	n/a	Former SEC adviser	$3.0B	N	yes	n/a
HOLOWESKO PARTNERS LTD.	n/a	Asset manager	$904M	N	yes	n/a
FIDUCIARY INVESTMENT MANAGEMENT INTERNATIONAL, INC.	n/a	Former SEC adviser	$650M	N	yes	n/a
EDINBURGH PARTNERS NORTH AMERICA, INC	n/a	Former SEC adviser	$181M	N	yes	n/a
BALANCED EQUITY MANAGEMENT PTY. LIMITED	n/a	n/a	n/a	N	yes	n/a
CHINA LIFE FRANKLIN ASSET MANAGEMENT CO., LIMITED	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
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 MANAGEMENT (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 OVERSEAS INVESTMENT FUND MANAGEMENT (SHANGHAI) CO., LIMITED	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
FTPE ADVISERS, LLC	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

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
2019	Mar 26, 2020	$2.3B	$2.3B	29	10	1	n/a	n/a
2018	Mar 27, 2019	$2.0B	$2.0B	30	10	1	n/a	n/a
2017	Mar 29, 2018	$2.0B	$2.0B	30	10	1	n/a	n/a
2016	Mar 28, 2017	$1.6B	$1.6B	33	13	n/a	n/a	n/a
2015	Mar 24, 2016	$387M	$387M	34	12	n/a	n/a	n/a
2014	Mar 23, 2015	$983M	$983M	32	13	n/a	n/a	n/a
2013	Mar 27, 2014	$1.4B	$1.4B	30	13	n/a	n/a	n/a
2012	Mar 27, 2013	$1.4B	$1.4B	24	12	n/a	n/a	n/a
2011	Mar 30, 2012	$970M	$970M	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
2019	$2.3B	$2.0B	16.3%	$1.6B	14.7%	29	30	1	1

Relationships

Affiliated with (50)

← K2/D&S MANAGEMENT CO., L.L.C.Registered adviserother investment adviser, 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
← 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
← FRANKLIN MUTUAL ADVISERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← TEMPLETON GLOBAL ADVISORS LIMITEDRegistered adviserother investment adviser, common control
factForm ADV
← DARBY OVERSEAS PARTNERS, L.P.Registered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON INVESTMENTS CORP.Registered adviserother investment adviser, common control
factForm ADV
← FRANKLIN MANAGED OPTIONS STRATEGIES, LLCRegistered adviserother investment adviser, common control
factForm ADV
← MARTIN CURRIE INCRegistered adviserother investment adviser, common control
factForm ADV
← FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
← FIDUCIARY INVESTMENT MANAGEMENT INTERNATIONAL, INC.Registered adviserother investment adviser, bank, common control
factForm ADV
← K2 ADVISORS, L.L.C.Registered adviserother investment adviser, bank, common control
factForm ADV
← EDINBURGH PARTNERS LIMITEDRegistered adviserother investment adviser, bank, 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, 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
and 20 more

Controls (8)

← STENZEL, GUSTAVO, GARCIAOwnerMEMBER OF THE CONSULTING BOARD, ownership code NA, individual
Mar 28, 2017 to presentfactForm ADV
← PLAFKER, JED, ANDREWOwnerMEMBER OF THE CONSULTING BOARD, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← GONCALVES, MARCUS, VINICIUS M DOwnerPRESIDENT, ownership code NA, individual
Aug 2, 2013 to presentfactForm ADV
← ASHTON, ANDREW, JAMESOwnerPRESIDENT OF THE CONSULTING BOARD, ownership code NA, individual
Sep 26, 2017 to presentfactForm ADV
← FRANKLIN RESOURCES, INC.OwnerPARENT CORPORATION OF TWI, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV
← FRANKLIN TEMPLETON CAPITAL HOLDINGS PRIVATE LIMITEDOwner99.99% SHAREHOLDER, ownership code E, foreign entity
Aug 13, 2018 to presentfactForm ADV
← TEMPLETON INTERNATIONAL, INC.OwnerPARENT CORPORATION OF FTCH, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV
← TEMPLETON WORLDWIDE, INC.OwnerPARENT CORPORATION OF TII, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Dated events

Occurred
Apr 25, 2019
Control person left
Yukio Adriano Ouchi (Member Of The Consulting Board) no longer on Schedule A of Franklin Templeton Investimentos (Brasil) Ltda. (listed 2019-03-27, absent 2019-04-25)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Franklin Templeton Investimentos (Brasil) Ltda. reported RAUM $2.0B, up 32% from $1.6B (2017-09-26 to 2018-03-29)
Form ADVobserved 4 days ago
$490M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:afa28d05-23dc-8bf4-365c-afa9a9e4dd5d
First observed: Mar 30, 2012
Last observed: Mar 26, 2020 78 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 INVESTIMENTOS (BRASIL) LTDA.

CRD 155141

SAO PAULO - SP

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:afa28d05-23dc-8bf4-365c-afa9a9e4dd5d

Data as of Mar 26, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASHTON, ANDREW, JAMES

PRESIDENT OF THE CONSULTING BOARD

yes

03/2016

Sep 26, 2017

Mar 26, 2020

FRANKLIN RESOURCES, INC.

PARENT CORPORATION OF TWI

yes

07/2001

Mar 30, 2012

Mar 26, 2020

FRANKLIN TEMPLETON CAPITAL HOLDINGS PRIVATE LIMITED

99.99% SHAREHOLDER

yes

11/2016

Aug 13, 2018

Mar 26, 2020

GONCALVES, MARCUS, VINICIUS M D

President

yes

04/2013

Aug 2, 2013

Mar 26, 2020

PLAFKER, JED, ANDREW

MEMBER OF THE CONSULTING BOARD

yes

07/2006

Mar 30, 2012

Mar 26, 2020

STENZEL, GUSTAVO, GARCIA

MEMBER OF THE CONSULTING BOARD

yes

10/2016

Mar 28, 2017

Mar 26, 2020

TEMPLETON INTERNATIONAL, INC.

PARENT CORPORATION OF FTCH

yes

11/2016

Mar 30, 2012

Mar 26, 2020

TEMPLETON WORLDWIDE, INC.

PARENT CORPORATION OF TII

yes

07/2001

Mar 30, 2012

Mar 26, 2020

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

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

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

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

BDCA ADVISER, LLC

n/a

Former SEC adviser

$3.0B

yes

n/a

HOLOWESKO PARTNERS LTD.

n/a

Asset manager

$904M

yes

n/a

FIDUCIARY INVESTMENT MANAGEMENT INTERNATIONAL, INC.

n/a

Former SEC adviser

$650M

yes

n/a

EDINBURGH PARTNERS NORTH AMERICA, INC

n/a

Former SEC adviser

$181M

yes

n/a

BALANCED EQUITY MANAGEMENT PTY. LIMITED

n/a

yes

n/a

CHINA LIFE FRANKLIN ASSET MANAGEMENT CO., LIMITED

n/a

yes

n/a

FIDUCIARY TRUST COMPANY OF CANADA

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 MANAGEMENT (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 OVERSEAS INVESTMENT FUND MANAGEMENT (SHANGHAI) CO., LIMITED

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

FTPE ADVISERS, LLC

n/a

yes

n/a

K2 ADVISORS, L.L.C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 26, 2020

$2.3B

n/a

2018

Mar 27, 2019

$2.0B

n/a

2017

Mar 29, 2018

$2.0B

n/a

2016

Mar 28, 2017

$1.6B

n/a

2015

Mar 24, 2016

$387M

n/a

2014

Mar 23, 2015

$983M

n/a

2013

Mar 27, 2014

$1.4B

n/a

2012

Mar 27, 2013

$1.4B

n/a

2011

Mar 30, 2012

$970M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$2.3B

$2.0B

16.3%

$1.6B

14.7%