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
Templeton Asset Management Ltd.
Latest filing Sep 16, 2026
First filing on the tape Dec 23, 2011 · 52 filings
SEC status approved since Jul 19, 1994
RAUM
$24B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$511,616 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
94
39 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
52 filings and snapshots on the tape
RAUM$24B as of Jun 29, 2026
Dec 23, 2011$41B then
HNW client RAUM$511,616 as of Jun 29, 2026
Dec 22, 2017$0 then
State-registered IARs (5.B.3)0 as of Jun 29, 2026
Dec 23, 20110 then
Employees (5.A)94 as of Jun 29, 2026
Dec 20, 2012100 then
Private funds2 as of Dec 21, 2022
Dec 20, 20124 then
RAUM -33% over the last fiscal year+3.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- 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
- unknownderivedHNW RAUM over HNW clients
- Average account
- $304MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 40%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
- -33%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
- is a broker-dealer (6.A.1)
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$13B52%
- Sovereign wealth funds$9.4B39%
- Investment companies$1.9B7.9%
- Pension and profit-sharing plans$185M0.8%
- High-net-worth individuals$511,6160.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 79reported
- 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=0.6 institutional_share=0.4 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Templeton Strategic Emerging Markets Fund II, Ldcno longer reported | Private Equity Fund | $33.4M | 23 | Mar 30, 2012 |
| Templeton Emerging Markets Equity (Master) Fund, Ltd.no longer reported | Hedge Fund | $4.2M | 1 | Dec 20, 2012 |
| Templeton Strategic Emerging Markets Fund III, Ldc | Private Equity Fund | $0 | 33 | Mar 30, 2012 |
| Templeton Strategic Emerging Markets Fund IV Ldc | Private Equity Fund | $0 | 35 | Dec 20, 2012 |
Owners and control persons
Schedule A and B, latest filing
- N/A Ser Chon Goh · Chief Compliance Officercontrolsince 01/2017 · owns less than 5%
- N/A Seh Kuan Lim · Directorcontrolsince 10/2019 · owns less than 5%
- N/A Tek-Khoan Ong · Directorcontrolsince 03/2017 · owns less than 5%
- Singh Manraj Sekhon · Co-Chief Executive Officer And Executive Directorcontrolsince 10/2019 · owns less than 5%
- Ashfaq Tariq Ahmad · Director & Co-Ceosince 04/2022 · owns less than 5%
- Clifton Thomas Merchant · Chief Legal Officersince 05/2022 · owns less than 5%
Entity owners
- Franklin Templeton Capital Holdings Private Limited · Shareholderdirect · owns 75% or more
- Etp Holdings (Cayman) Limited · Share Holderindirect · owns 25% to 50% of Franklin Templeton Capital Holdings Private Limited
- Franklin Resources, Inc. · Shareholderindirect · owns 75% or more of Legg Mason, Inc. · public reporting company
- Legg Mason, Inc. · Shareholderindirect · owns 75% or more of Templeton Worldwide, Inc.
- Templeton International, Inc. · Shareholderindirect · owns 75% or more of Etp Holdings (Cayman) Limited
- Templeton International, Inc. · Shareholderindirect · owns 50% to 75% of Franklin Templeton Capital Holdings Private Limited
- Templeton Worldwide, Inc. · Shareholderindirect · 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, Ltd.investment advisern
- Darby Overseas Partners, L.P.investment advisernRAUM $154M
- 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
- Franklin Templeton Fund Adviser, LLCinvestment adviserbanknRAUM $167B
Advisers that list Templeton Asset Management Ltd. as a related person
Offices
Schedule D 1.F, the 25 largest
- Hong Kong, Hong Kong10 employees
- Buenos Aires, Argentina1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Sep 16, 2026institutional share of RAUM of 40% against a peer median of 0% (512 comparable advisers, 100.0th percentile, 13.3 robust deviations)peers: asset managers, $20B and over (512) · 100% percentile
- RAUM down 25 %Change between filings · filing Mar 3, 2026RAUM (Item 5.F) moved from $35,631,705,773 to $24,049,024,348 (-33.0%) between the annual amendments of 2024-12-24 and 2026-03-03; the peer median change was +15.0% (471 comparable advisers, 1.0th percentile of changes)peers: asset managers, $20B and over (471) · 0.9% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetJun 29, 2026 to Sep 16, 2026
- HQ state · to unsetJun 29, 2026 to Sep 16, 2026
- Succession · false to unsetJun 29, 2026 to Sep 16, 2026
- Accounts · 99 to 79Sep 1, 2025 to Dec 22, 2025
- Advisory employees · 41 to 39Sep 1, 2025 to Dec 22, 2025
- HNW clients · 10.0 to unsetSep 1, 2025 to Dec 22, 2025
- Pension plan clients · 5.0 to unsetSep 1, 2025 to Dec 22, 2025
- Pooled vehicle clients · 50 to 58Sep 1, 2025 to Dec 22, 2025
- Employees · 92 to 94Sep 1, 2025 to Dec 22, 2025
- Discretionary RAUM · $36B to $24BSep 1, 2025 to Dec 22, 2025
- HNW RAUM · $127,618 to $511,616Sep 1, 2025 to Dec 22, 2025
- Pension RAUM · $565M to $185MSep 1, 2025 to Dec 22, 2025
- Pooled vehicle RAUM · $14B to $13BSep 1, 2025 to Dec 22, 2025
- RAUM · $36B to $24BSep 1, 2025 to Dec 22, 2025
- Financial planning clients · unset to Dec 24, 2024 to May 7, 2025
- HQ state · unset to Dec 24, 2024 to May 7, 2025
- Accounts · 94 to 99Nov 22, 2024 to Dec 24, 2024
- Advisory employees · 43 to 41Nov 22, 2024 to Dec 24, 2024
- Corporate clients · 6.0 to unsetNov 22, 2024 to Dec 24, 2024
- HNW clients · unset to 10.0Nov 22, 2024 to Dec 24, 2024
- Pension plan clients · unset to 5.0Nov 22, 2024 to Dec 24, 2024
- Pooled vehicle clients · 56 to 50Nov 22, 2024 to Dec 24, 2024
- Employees · 89 to 92Nov 22, 2024 to Dec 24, 2024
- Private funds · 2 to unsetNov 22, 2024 to Dec 24, 2024
- Discretionary RAUM · $26B to $36BNov 22, 2024 to Dec 24, 2024
- HNW RAUM · unset to 127618.0Nov 22, 2024 to Dec 24, 2024
- Pension RAUM · unset to 564689871.0Nov 22, 2024 to Dec 24, 2024
- Pooled vehicle RAUM · $9.3B to $14BNov 22, 2024 to Dec 24, 2024
- RAUM · $26B to $36BNov 22, 2024 to Dec 24, 2024
- Wrap assets (manager) · unset to 0.0Nov 22, 2024 to Dec 24, 2024
- Wrap assets (sponsor) · unset to 0.0Nov 22, 2024 to Dec 24, 2024
- Private funds · unset to 2Dec 22, 2023 to Jan 24, 2024
- Accounts · 83 to 94Jan 18, 2023 to Dec 22, 2023
- Advisory employees · 36 to 43Jan 18, 2023 to Dec 22, 2023
- HNW clients · 8.0 to unsetJan 18, 2023 to Dec 22, 2023
- Pooled vehicle clients · 46 to 56Jan 18, 2023 to Dec 22, 2023
- Employees · 77 to 89Jan 18, 2023 to Dec 22, 2023
- Other offices · 3 to 2Jan 18, 2023 to Dec 22, 2023
- Private funds · 2 to unsetJan 18, 2023 to Dec 22, 2023
- Discretionary RAUM · $22B to $26BJan 18, 2023 to Dec 22, 2023
Signals
10 dated events
- Templeton Asset Management Ltd. reported RAUM $24.0B, down 33% from $35.6B (2025-09-01 to 2025-12-22)Dec 22, 2025 · RAUM change · derived
- Templeton Asset Management Ltd. reported RAUM $35.6B, up 35% from $26.3B (2024-11-22 to 2024-12-24)Dec 24, 2024 · RAUM change · derived
- Templeton Asset Management Ltd. reported RAUM $21.8B, down 26% from $29.4B (2022-05-13 to 2022-12-21)Dec 21, 2022 · RAUM change · derived
- Seow Dora Yim Peng (Director And Co-Chief Executive Officer) no longer on Schedule A of Templeton Asset Management Ltd. (listed 2022-05-13, absent 2022-12-21)Dec 21, 2022 · Control person left · inference
- N/A Wai Kwok Wu (Director) no longer on Schedule A of Templeton Asset Management Ltd. (listed 2020-12-23, absent 2021-02-01)Feb 1, 2021 · Control person left · inference
- N/A Tek-Khoan Ong (Director) appeared on Schedule A of Templeton Asset Management Ltd.Dec 23, 2020 · Control person joined · fact
- Seow Dora Yim Peng (Director And Co-Chief Executive Officer) appeared on Schedule A of Templeton Asset Management Ltd.May 14, 2020 · Control person joined · fact
- Julian Adam Quaife (Co-Chief Executive Officer And Director) no longer on Schedule A of Templeton Asset Management Ltd. (listed 2019-09-24, absent 2019-11-07)Nov 7, 2019 · Control person left · inference
- N/A Seh Kuan Lim (Director) appeared on Schedule A of Templeton Asset Management Ltd.Nov 7, 2019 · Control person joined · fact
- Singh Manraj Sekhon (Co-Chief Executive Officer And Executive Director) appeared on Schedule A of Templeton Asset Management Ltd.Nov 7, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Templeton Asset Management Ltd. · Private Equityshared crd · organization
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
- franklintempleton.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 65-6241-0777reportedpublic 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
Templeton Asset Management Ltd. 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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