DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Franklin Templeton Investment Management Limited
Latest filing Sep 16, 2026
First filing on the tape Dec 23, 2011 · 65 filings
SEC status approved since Jan 20, 1998
RAUM
$41B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.1%
$43.3M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
122
71 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
65 filings and snapshots on the tape
RAUM$41B as of Aug 21, 2026
Dec 23, 2011$26B then
HNW client RAUM$43.3M as of Aug 21, 2026
Dec 22, 2017$0 then
State-registered IARs (5.B.3)0 as of Aug 21, 2026
Dec 23, 20110 then
Employees (5.A)122 as of Aug 21, 2026
Dec 21, 2012154 then
Private funds1 as of Aug 21, 2026
Dec 23, 20111 then
RAUM +31% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 16, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.7MderivedHNW RAUM over HNW clients
- Average account
- $274MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 31%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$24B59%
- Sovereign wealth funds$8.3B21%
- Investment companies$4.0B9.9%
- State and municipal entities$2.7B6.7%
- Pension and profit-sharing plans$1.2B2.9%
- Insurance companies$140M0.3%
- Corporations and businesses$99.5M0.2%
- High-net-worth individuals$43.3M0.1%
- Individual clients
- n/areported
- HNW clients
- 5reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 148reported
- Financial planning clients
- n/areported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.69 institutional_share=0.31 related_bd=true related_bank=true bd_reps=0.0 bank_owner=falsederived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Franklin Templeton Emerging Market Debt Opportunities (Master) Fund, Ltd.no longer reported | Hedge Fund | $791M | 5 | Dec 23, 2020 |
| Cassini Partners, L.P. | Hedge Fund | $150M | 1 | May 30, 2022 |
| Alternative Strategies (Ft) Ltd. | Hedge Fund | $1.1M | 1 | Dec 20, 2013 |
Owners and control persons
Schedule A and B, latest filing
- John Nigel Anderson · Directorcontrolsince 08/2022 · owns less than 5%
- James Andrew Ashton · Chief Executive And Executive Directorcontrolsince 09/2024 · owns less than 5%
- Aaron Kirby · Directorcontrolsince 08/2024 · owns less than 5%
- Margaret Elinor Murray · Chief Compliance Officercontrolsince 04/2024 · owns less than 5%
- Louise Gwen Shaneyfelt · Directorcontrolsince 05/2019 · owns less than 5%
- Angus Euan Wilson · Directorcontrolsince 08/2022 · owns less than 5%
- Clifton Thomas Merchant · Chief Legal Officersince 05/2022 · owns less than 5%
Entity owners
- Franklin Templeton Global Investors Limited · Parent Corporation Of Registrantdirect · owns 75% or more
- Etp Holdings (Cayman) Limited · Shareholderindirect · owns 75% or more of Legg Mason Global Holdings Ltd
- Franklin Resources, Inc. · Parent Corporationindirect · owns 75% or more of Legg Mason, Inc. · public reporting company
- Legg Mason Global Holdings Ltd · Parentindirect · owns 75% or more of Franklin Templeton Global Investors Limited
- Legg Mason, Inc. · Shareholderindirect · owns 75% or more of Templeton Worldwide, Inc.
- Templeton International, Inc. · Parent Corporationindirect · owns 75% or more of Franklin Templeton Global Investors Ltd.
- Templeton Worldwide, Inc. · Parent Corporationindirect · owns 75% or more of Templeton International, Inc.
Related persons
Schedule D 7.A
- Benefit Street Partners Limitedinvestment adviserbanknRAUM $23B
- Bsp Ny LLCinvestment adviserbanknRAUM $14B
- Benefit Street Partners L.L.C.investment advisernRAUM $28B
- Brandywine Global Investment Management (Asia) Pte. Ltdinvestment advisery
- Brandywine Global Investment Management, LLCinvestment adviserbankpooled vehicle sponsoryRAUM $65B
- Bsp Clo Management LLCinvestment advisernRAUM $12B
- China Life Franklin Asset Management Co., Limitedinvestment advisern
- Clarion Partners Emea Limitedbroker-dealern
- Clarion Partners Europe (U.K.) Limitedbroker-dealerinvestment advisern
- Clarion Partners Europe Limitedinvestment advisern
- Clarion Partners Securities, LLCbroker-dealern
- Clarion Partnersbroker-dealerinvestment advisernRAUM $74B
- Clearbridge Investments (North America) Pty Limitedinvestment advisernRAUM $2.2B
- Clearbridge Investments Limitedinvestment advisern
- Clearbridge Investments, LLCinvestment adviserbankpooled vehicle sponsornRAUM $185B
- Darby Asia Investors (Hk), Ltd.investment advisern
- Darby Asia Investors, Ltdinvestment advisern
- Darby Overseas Partners, L.P.investment advisernRAUM $154M
- Fiduciary Trust Company Internationalcustodiann
- Fiduciary Trust Company Of Canadainvestment advisern
- Fiduciary Trust International, LLCinvestment adviserbanknRAUM $7.7B
- Franklin Advisers, Inc.investment adviserbanknRAUM $509B
- Franklin Advisory Services, LLCinvestment adviserbanknRAUM $14B
- Franklin Bsp Capital Adviser LLCinvestment advisernRAUM $4.2B
- Franklin Distributors, LLCbroker-dealern
- Franklin Mutual Advisers, LLCinvestment adviserbanknRAUM $43B
- Franklin Templeton Alts Brasil Admin. De Investimentos Ltda.investment advisery
- Franklin Templeton Asset Management (Malaysia) Sdn. Bhd.investment advisern
- Franklin Templeton Asset Management Mexico, S.A. De C.V., Sociedad Operadora De Fondos De Inversioninvestment advisern
- Franklin Templeton Australia Limitedinvestment adviserbankn
Advisers that list Franklin Templeton Investment Management Limited as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom36 employees
- Edinburgh, United Kingdom13 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetAug 21, 2026 to Sep 16, 2026
- HQ state · to unsetAug 21, 2026 to Sep 16, 2026
- Private funds · 1 to unsetAug 21, 2026 to Sep 16, 2026
- Succession · false to unsetAug 21, 2026 to Sep 16, 2026
- Accounts · 123 to 148Jan 9, 2025 to Dec 19, 2025
- Advisory employees · 49 to 71Jan 9, 2025 to Dec 19, 2025
- HNW clients · unset to 5.0Jan 9, 2025 to Dec 19, 2025
- Pension plan clients · 5.0 to unsetJan 9, 2025 to Dec 19, 2025
- Pooled vehicle clients · 90 to 107Jan 9, 2025 to Dec 19, 2025
- Employees · 172 to 122Jan 9, 2025 to Dec 19, 2025
- Private funds · 2 to 1Jan 9, 2025 to Dec 19, 2025
- Discretionary RAUM · $31B to $41BJan 9, 2025 to Dec 19, 2025
- HNW RAUM · $41.9M to $43.3MJan 9, 2025 to Dec 19, 2025
- Pension RAUM · $532M to $1.2BJan 9, 2025 to Dec 19, 2025
- Pooled vehicle RAUM · $20B to $24BJan 9, 2025 to Dec 19, 2025
- RAUM · $31B to $41BJan 9, 2025 to Dec 19, 2025
- Financial planning clients · unset to Dec 24, 2024 to Jan 9, 2025
- HQ state · unset to Dec 24, 2024 to Jan 9, 2025
- Accounts · 129 to 123Oct 10, 2024 to Dec 23, 2024
- Advisory employees · 50 to 49Oct 10, 2024 to Dec 23, 2024
- Corporate clients · 13.0 to unsetOct 10, 2024 to Dec 23, 2024
- Pension plan clients · unset to 5.0Oct 10, 2024 to Dec 23, 2024
- Pooled vehicle clients · 93 to 90Oct 10, 2024 to Dec 23, 2024
- Discretionary RAUM · $25B to $31BOct 10, 2024 to Dec 23, 2024
- HNW RAUM · $21,426 to $41.9MOct 10, 2024 to Dec 23, 2024
- Pension RAUM · unset to 531756410.0Oct 10, 2024 to Dec 23, 2024
- Pooled vehicle RAUM · $12B to $20BOct 10, 2024 to Dec 23, 2024
- RAUM · $25B to $31BOct 10, 2024 to Dec 23, 2024
- Wrap assets (manager) · unset to 0.0Oct 10, 2024 to Dec 23, 2024
- Wrap assets (sponsor) · unset to 0.0Oct 10, 2024 to Dec 23, 2024
- Accounts · 121 to 129Aug 4, 2023 to Dec 22, 2023
- Advisory employees · 52 to 50Aug 4, 2023 to Dec 22, 2023
- Charity clients · 2.0 to unsetAug 4, 2023 to Dec 22, 2023
- Corporate clients · 9 to 13Aug 4, 2023 to Dec 22, 2023
- HNW clients · 2.0 to unsetAug 4, 2023 to Dec 22, 2023
- Pooled vehicle clients · 90 to 93Aug 4, 2023 to Dec 22, 2023
- Other offices · 3 to 2Aug 4, 2023 to Dec 22, 2023
- Discretionary RAUM · $23B to $25BAug 4, 2023 to Dec 22, 2023
- HNW RAUM · $26,342 to $21,426Aug 4, 2023 to Dec 22, 2023
- Pooled vehicle RAUM · $10B to $12BAug 4, 2023 to Dec 22, 2023
Signals
21 dated events
- Franklin Templeton Investment Management Limited reported RAUM $40.5B, up 31% from $30.9B (2025-01-09 to 2025-12-19)Dec 19, 2025 · RAUM change · derived
- James Andrew Ashton (Chief Executive And Executive Director) appeared on Schedule A of Franklin Templeton Investment Management LimitedOct 10, 2024 · Control person joined · fact
- Michael Paul Collins (Director) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2024-08-06, absent 2024-08-22)Aug 22, 2024 · Control person left · inference
- Aaron Kirby (Director) appeared on Schedule A of Franklin Templeton Investment Management LimitedAug 22, 2024 · Control person joined · fact
- Christopher Martyn Gilbey (Chief Executive Officer & Director) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2024-04-08, absent 2024-08-06)Aug 6, 2024 · Control person left · inference
- Margaret Elinor Murray (Chief Compliance Officer) appeared on Schedule A of Franklin Templeton Investment Management LimitedMar 28, 2024 · Control person joined · fact
- John Stewart Brown (Chief Compliance Officer) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2024-01-11, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- N/A William Jackson (Chairman) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2023-12-22, absent 2024-01-11)Jan 11, 2024 · Control person left · inference
- John Stewart Brown (Chief Compliance Officer) appeared on Schedule A of Franklin Templeton Investment Management LimitedMay 25, 2023 · Control person joined · fact
- James Scott Nicol (Vice President - Regulatory Compliance) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2023-01-18, absent 2023-05-25)May 25, 2023 · Control person left · inference
- John Nigel Anderson (Director) appeared on Schedule A of Franklin Templeton Investment Management LimitedJan 18, 2023 · Control person joined · fact
- Angus Euan Wilson (Director) appeared on Schedule A of Franklin Templeton Investment Management LimitedJan 18, 2023 · Control person joined · fact
- Mary Kathleen Davidson (Director) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2021-02-16, absent 2021-04-12)Apr 12, 2021 · Control person left · inference
- Joseph Benhard Mark Mobius (Chief Investment Officer-Emerging Markets) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2020-12-23, absent 2021-02-01)Feb 1, 2021 · Control person left · inference
- Michael Paul Collins (Director) appeared on Schedule A of Franklin Templeton Investment Management LimitedJun 24, 2019 · Control person joined · fact
- Mary Kathleen Davidson (Director) appeared on Schedule A of Franklin Templeton Investment Management LimitedJun 24, 2019 · Control person joined · fact
- Louise Gwen Shaneyfelt (Director) appeared on Schedule A of Franklin Templeton Investment Management LimitedJun 24, 2019 · Control person joined · fact
- John Paul Brady (Director) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2018-12-26, absent 2019-06-24)Jun 24, 2019 · Control person left · inference
- Ann Kellie Hargraves (Director) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2018-12-26, absent 2019-06-24)Jun 24, 2019 · Control person left · inference
- N/A Adrian White (Director) no longer on Schedule A of Franklin Templeton Investment Management Limited (listed 2018-12-26, absent 2019-06-24)Jun 24, 2019 · Control person left · inference
- Franklin Templeton Investment Management Limited reported RAUM $26.8B, down 33% from $39.9B (2018-10-16 to 2018-12-26)Dec 26, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Franklin Templeton Investment Management Limited · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/franklin-templetonreportedpublic record, Form ADV, Sep 17, 2026
- Website
- franklinindices.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 00442070738500reportedpublic record, Form ADV, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Franklin Templeton Investment Management Limited is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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