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 Global Advisors Limited

Asset manager (funds and pooled vehicles)Nassau, CRD 111383SEC 801-42343websiteIAPD
Latest filing Sep 16, 2026
First filing on the tape Dec 23, 2011 · 49 filings
SEC status approved since Sep 22, 1992
RAUM
$26B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.5%
$124M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$26B as of Dec 23, 2025
Dec 23, 2011$42B then
HNW client RAUM$124M as of Dec 23, 2025
Dec 22, 2017$0 then
State-registered IARs (5.B.3)0 as of Dec 23, 2025
Dec 23, 20110 then
Employees (5.A)8 as of Dec 23, 2025
Dec 20, 201219 then
Private funds: 1
RAUM +16% over the last fiscal year-3.9% 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
unknownderivedHNW RAUM over HNW clients
Average account
$1.7BderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-13%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 assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, 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
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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$15B58%
  • Pooled investment vehicles$11B41%
  • High-net-worth individuals$124M0.5%
  • Other investment advisers$1.5M0.0%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
15reported
Financial planning clients
n/areported
Wrap fee programs
$0 sponsored, $1.5M managedreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Manfred Peter Moeschter · Executive Vice President, Portfolio Manager & Directorcontrol
        since 01/2019 · owns less than 5%
      • N/A Alok Sethi · Directorcontrol
        since 01/2019 · owns less than 5%
      • Paul Leeor Avigdor · Treasurer
        since 05/2023 · owns less than 5%
      • Anthony Bjorn Davis · Chief Compliance Officer
        since 05/2023 · owns less than 5%
      • Clifton Thomas Merchant · Chief Legal Officer
        since 05/2022 · owns less than 5%
      • Christopher Peel · Director And President And Ceo
        since 03/2023 · owns less than 5%
      Entity owners
      • Templeton Global Holdings Limited · Parent Corporation Of Registrant
        direct · owns 75% or more
      • Franklin Resources, Inc. · Parent Corporation
        indirect · owns 75% or more of Legg Mason, Inc. · public reporting company
      • Legg Mason, Inc. · Shareholder
        indirect · owns 75% or more of Templeton Worldwide, Inc.
      • Templeton International, Inc. · Parent Corporation
        indirect · owns 75% or more of Templeton Global Holdings Limited
      • Templeton Worldwide, Inc. · Parent Corporation
        indirect · owns 75% or more of Templeton International, Inc.
      Related persons
      Schedule D 7.A
      Advisers that list Templeton Global Advisors Limited as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Financial planning clients · to unset
        Dec 23, 2025 to Sep 16, 2026
      • HQ state · to unset
        Dec 23, 2025 to Sep 16, 2026
      • Succession · false to unset
        Dec 23, 2025 to Sep 16, 2026
      • Accounts · 14 to 15
        Feb 6, 2025 to Dec 23, 2025
      • Advisory employees · 5 to 4
        Feb 6, 2025 to Dec 23, 2025
      • Pooled vehicle clients · 7 to 8
        Feb 6, 2025 to Dec 23, 2025
      • Employees · 10 to 8
        Feb 6, 2025 to Dec 23, 2025
      • Discretionary RAUM · $19B to $26B
        Feb 6, 2025 to Dec 23, 2025
      • HNW RAUM · $168,105 to $124M
        Feb 6, 2025 to Dec 23, 2025
      • Non-discretionary RAUM · $1.4M to $1.5M
        Feb 6, 2025 to Dec 23, 2025
      • Pooled vehicle RAUM · $7.5B to $11B
        Feb 6, 2025 to Dec 23, 2025
      • RAUM · $19B to $26B
        Feb 6, 2025 to Dec 23, 2025
      • Wrap assets (manager) · $1.4M to $1.5M
        Feb 6, 2025 to Dec 23, 2025
      • Financial planning clients · unset to
        Dec 24, 2024 to Feb 6, 2025
      • HQ state · unset to
        Dec 24, 2024 to Feb 6, 2025
      • Accounts · 16 to 14
        Apr 1, 2024 to Dec 24, 2024
      • Advisory employees · 6 to 5
        Apr 1, 2024 to Dec 24, 2024
      • Pooled vehicle clients · 6 to 7
        Apr 1, 2024 to Dec 24, 2024
      • Employees · 11 to 10
        Apr 1, 2024 to Dec 24, 2024
      • Discretionary RAUM · $22B to $19B
        Apr 1, 2024 to Dec 24, 2024
      • HNW RAUM · $147,833 to $168,105
        Apr 1, 2024 to Dec 24, 2024
      • Non-discretionary RAUM · $4.4M to $1.4M
        Apr 1, 2024 to Dec 24, 2024
      • Pooled vehicle RAUM · $8.4B to $7.5B
        Apr 1, 2024 to Dec 24, 2024
      • RAUM · $22B to $19B
        Apr 1, 2024 to Dec 24, 2024
      • Wrap assets (manager) · $4.4M to $1.4M
        Apr 1, 2024 to Dec 24, 2024
      • Accounts · 22 to 16
        Jun 22, 2023 to Dec 22, 2023
      • Advisory employees · 7 to 6
        Jun 22, 2023 to Dec 22, 2023
      • HNW clients · 2.0 to unset
        Jun 22, 2023 to Dec 22, 2023
      • Pooled vehicle clients · 10 to 6
        Jun 22, 2023 to Dec 22, 2023
      • Employees · 15 to 11
        Jun 22, 2023 to Dec 22, 2023
      • Other offices · 1 to 0
        Jun 22, 2023 to Dec 22, 2023
      • Discretionary RAUM · $20B to $22B
        Jun 22, 2023 to Dec 22, 2023
      • HNW RAUM · $106,901 to $147,833
        Jun 22, 2023 to Dec 22, 2023
      • Non-discretionary RAUM · $205,543 to $4.4M
        Jun 22, 2023 to Dec 22, 2023
      • Pooled vehicle RAUM · $8.3B to $8.4B
        Jun 22, 2023 to Dec 22, 2023
      • RAUM · $20B to $22B
        Jun 22, 2023 to Dec 22, 2023
      • Wrap assets (manager) · $205,543 to $4.4M
        Jun 22, 2023 to Dec 22, 2023
      • Accounts · 20 to 22
        May 13, 2022 to Dec 21, 2022
      • Advisory employees · 6 to 7
        May 13, 2022 to Dec 21, 2022
      • HNW clients · unset to 2.0
        May 13, 2022 to Dec 21, 2022
      Signals
      15 dated events
      • Templeton Global Advisors Limited reported RAUM $25.8B, up 33% from $19.4B (2025-02-06 to 2025-12-23)
        Dec 23, 2025 · RAUM change · derived
      • Alan Bartlett (President And Director) no longer on Schedule A of Templeton Global Advisors Limited (listed 2023-01-18, absent 2023-04-27)
        Apr 27, 2023 · Control person left · inference
      • Templeton Global Advisors Limited reported RAUM $20.4B, down 30% from $29.1B (2022-05-13 to 2022-12-21)
        Dec 21, 2022 · RAUM change · derived
      • Sterling Madison Gulley (Executive Vice President) no longer on Schedule A of Templeton Global Advisors Limited (listed 2021-02-01, absent 2021-02-16)
        Feb 16, 2021 · Control person left · inference
      • Peter Moeschter (Director) no longer on Schedule A of Templeton Global Advisors Limited (listed 2020-12-23, absent 2021-02-01)
        Feb 1, 2021 · Control person left · inference
      • John Norman Boersma (Chairman Of The Board, President And Chief Executive Officer) no longer on Schedule A of Templeton Global Advisors Limited (listed 2020-01-17, absent 2020-01-24)
        Jan 24, 2020 · Control person left · inference
      • Elizabeth Heather Arnold (Director) no longer on Schedule A of Templeton Global Advisors Limited (listed 2020-01-17, absent 2020-01-24)
        Jan 24, 2020 · Control person left · inference
      • Peter Moeschter (Director) appeared on Schedule A of Templeton Global Advisors Limited
        Jan 24, 2020 · Control person joined · fact
      • Alan Bartlett (Executive Vice President) appeared on Schedule A of Templeton Global Advisors Limited
        Oct 30, 2019 · Control person joined · fact
      • Tucker Edgerton Scott (Executive Vice President) no longer on Schedule A of Templeton Global Advisors Limited (listed 2019-06-26, absent 2019-07-25)
        Jul 25, 2019 · Control person left · inference
      • Allan Kenneth Lewis (Executive Vice President) no longer on Schedule A of Templeton Global Advisors Limited (listed 2019-03-20, absent 2019-06-26)
        Jun 26, 2019 · Control person left · inference
      • Morrow Jennifer Johnson (Director) no longer on Schedule A of Templeton Global Advisors Limited (listed 2019-02-11, absent 2019-03-14)
        Mar 14, 2019 · Control person left · inference
      • St. John Roger James Harper (Executive Vice President, Portfolio Manager And Research Analyst) no longer on Schedule A of Templeton Global Advisors Limited (listed 2018-12-26, absent 2019-02-11)
        Feb 11, 2019 · Control person left · inference
      • Manfred Peter Moeschter (Executive Vice President, Portfolio Manager) appeared on Schedule A of Templeton Global Advisors Limited
        Feb 11, 2019 · Control person joined · fact
      • N/A Alok Sethi (Director) appeared on Schedule A of Templeton Global Advisors Limited
        Feb 11, 2019 · Control person joined · fact
      Across DFX
      shared identifiers only, never a name match
      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
      franklintempletonme.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      800-239-3894reportedpublic 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