Investment adviser · CRD 117384
FRANKLIN TEMPLETON INSTITUTIONAL, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $29.6B Form ADV · Item 5.F
- Client accounts
- 120 Accounts, not individual clients
- Employees
- 127 Reported in this filing
- Advisory professionals
- 26 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 34 | $11,516,799,968 | 38.9% |
| Pooled investment vehicles | 39 | $6,584,785,899 | 22.3% |
| Retirement plans | 15 | $5,881,797,717 | 19.9% |
| Sovereign wealth & foreign institutions | 6 | $2,520,263,529 | 8.5% |
| Insurance companies | 5 | $2,143,413,645 | 7.2% |
| Government entities | Fewer than 5 | $697,009,355 | 2.4% |
| Charities | 5 | $151,115,848 | 0.5% |
| High-net-worth individuals | 9 | $86,519,408 | 0.3% |
| Corporations & businesses | Fewer than 5 | $10,500,634 | 0.0% |
| Other clients | Fewer than 5 | $308,995 | 0.0% |
Filing source
Form ADV 2130709 · Sep 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
13 Apex fundsApex funds are not feeders of another reported fund. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LAKE MONTAUK REAL ESTATE FUND OF FUNDS, L.P.Real Estate Fund · Last reported Sep 16, 2026$130MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-5901915454
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2130709 · Sep 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MDP RE 2015, L.P.Real Estate Fund · Last reported Sep 16, 2026$68.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L.
CRD 172140
Fund details & source
- Fund ID
- 805-1778993305
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-249032
Form ADV 2130709 · Sep 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND IIB, L.P.Real Estate Fund · Last reported Sep 16, 2026$55.7MGross asset value
Form D fundraising filings
Franklin Templeton Private Real Estate Fund IIB LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L.
CRD 172140
Fund details & source
- Fund ID
- 805-1580622548
- Reported beneficial owners
- 7
- Minimum commitment
- $5M
- Form D file number
- 021-236473
Form ADV 2130709 · Sep 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND IIA, L.P.Real Estate Fund · Last reported Sep 16, 2026$32.4MGross asset value
Form D fundraising filings
Franklin Templeton Private Real Estate Fund IIA, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L.
CRD 172140
Fund details & source
- Fund ID
- 805-1148080136
- Reported beneficial owners
- 6
- Minimum commitment
- $5M
- Form D file number
- 021-249021
Form ADV 2130709 · Sep 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
EUROLOG L.P.Real Estate Fund · Last reported Sep 16, 2026$23.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
Fund details & source
- Fund ID
- 805-4342234908
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2130709 · Sep 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND, L.P. (SERIES B/C)Real Estate Fund · Last reported Sep 16, 2026$17.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-8048119787
- Reported beneficial owners
- 5
- Minimum commitment
- $5M
- Form D file number
- 021-149085
Form ADV 2130709 · Sep 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND, L.P. (SERIES A)Real Estate Fund · Last reported Sep 16, 2026$12MGross asset value
Form D fundraising filings
Franklin Templeton Private Real Estate Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-3131955166
- Reported beneficial owners
- 6
- Minimum commitment
- $5M
- Form D file number
- 021-149085
Form ADV 2130709 · Sep 16, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 16, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
ONE MADISON AVENUE, SUITE 2100NEW YORK, NY, 10010, United States
CRD 117384
Filing source
Form ADV 2130709 · Sep 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.