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CRD 111361
SAN MATEO, FL
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 ADVISERS, INC. | Member | E | yes | 07/2021 | Jul 19, 2021 | Dec 23, 2024 |
| FRANKLIN RESOURCES, INC. | PARENT CORPORATION OF FAI: 100% | E | yes | 03/1978 | Dec 23, 2011 | Dec 23, 2024 |
| O'CONNOR, PATRICK, HUGH EDWARD | PRESIDENT AND CHIEF INVESTMENT OFFICER | Na | yes | 02/2019 | Feb 25, 2019 | Dec 23, 2024 |
| TAYLOR, DONALD, GREGORY | PRESIDENT AND CHIEF INVESTMENT OFFICER | Na | yes | 11/2013 | Dec 20, 2013 | Dec 23, 2024 |
| AVIGDOR, LEEOR, PAUL | Treasurer | Na | no | 05/2023 | Jul 3, 2023 | Dec 23, 2024 |
| JENSEN, FRED, STEVEN | CHIEF COMPLIANCE OFFICER | Na | no | 08/2021 | Sep 1, 2021 | Dec 23, 2024 |
| MERCHANT, THOMAS, CLIFTON | CHIEF LEGAL OFFICER | Na | no | 05/2022 | Dec 21, 2022 | Dec 23, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Dec 20, 2024 | $9.2B | $9.2B | 2 | 2 | 0 | n/a | n/a |
| 2023 | Dec 22, 2023 | $7.7B | $7.7B | 3 | 3 | 0 | n/a | n/a |
| 2022 | Dec 21, 2022 | $4.6B | $4.6B | 4 | 4 | 1 | n/a | n/a |
| 2021 | Dec 24, 2021 | $4.7B | $4.7B | 4 | 4 | 1 | n/a | n/a |
| 2020 | Dec 23, 2020 | $3.5B | $3.5B | 5 | 5 | 0 | n/a | n/a |
| 2019 | Dec 24, 2019 | $3.0B | $3.0B | 5 | 5 | 0 | n/a | n/a |
| 2018 | Dec 26, 2018 | $5.9B | $5.9B | 5 | 5 | 0 | n/a | n/a |
| 2017 | Dec 21, 2017 | $28B | $28B | 13 | 11 | 0 | n/a | n/a |
| 2016 | Dec 23, 2016 | $26B | $26B | 16 | 13 | n/a | n/a | n/a |
| 2015 | Dec 18, 2015 | $24B | $24B | 19 | 15 | n/a | n/a | n/a |
| 2014 | Dec 19, 2014 | $27B | $27B | 18 | 16 | n/a | n/a | n/a |
| 2013 | Dec 20, 2013 | $24B | $24B | 16 | 14 | n/a | n/a | n/a |
| 2012 | Dec 20, 2012 | $18B | $18B | 15 | 13 | n/a | n/a | n/a |
| 2011 | Dec 23, 2011 | $13B | $13B | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $14B | $7.7B | 82.4% | $4.7B | 44.3% | 2 | 3 | 0 | 0 |