Investment adviser · CRD 117384
FRANKLIN TEMPLETON INSTITUTIONAL, LLC
NEW YORK, NY, United States · Form ADV filed Feb 3, 2025
- Regulatory AUM
- $28.9B Form ADV · Item 5.F
- Client accounts
- 129 Accounts, not individual clients
- Employees
- 144 Reported in this filing
- Advisory professionals
- 28 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $18,665,790,106 | 28 | Dec 24, 2021 |
| 2022 | $21,657,575,462 | 170 | Dec 21, 2022 |
| 2023 | $24,884,957,937 | 152 | Dec 22, 2023 |
| 2024 | $28,932,461,773 | 144 | Dec 24, 2024 |
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 | 39 | $10,088,909,347 | 34.9% |
| Retirement plans | 14 | $5,718,483,815 | 19.8% |
| Pooled investment vehicles | 43 | $5,241,057,461 | 18.1% |
| Insurance companies | 6 | $2,122,313,527 | 7.3% |
| Government entities | 5 | $1,996,355,575 | 6.9% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $1,961,454,412 | 6.8% |
| Corporations & businesses | 7 | $1,583,512,296 | 5.5% |
| Charities | 5 | $119,545,878 | 0.4% |
| Other clients | Fewer than 5 | $64,309,241 | 0.2% |
| High-net-worth individuals | Fewer than 5 | $36,520,221 | 0.1% |
Filing source
Form ADV 1934565 · Feb 3, 2025 · Item 5.D
Reported by FRANKLIN TEMPLETON INSTITUTIONAL, LLC (CRD 117384).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
8 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
FRANKLIN TEMPLETON PRIVATE REAL ESTATE FUND, L.P. (SERIES A)Real Estate Fund$12.2MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
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 1934565 · Feb 3, 2025 · Schedule D 7.B.(1)
Reported by FRANKLIN TEMPLETON INSTITUTIONAL, LLC (CRD 117384).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Dec 24, 2024 · previous imported filing
No comparable changes in the displayed metrics.
Filing source
Form ADV 1934565 · Feb 3, 2025 · Items 1 & 5
Reported by FRANKLIN TEMPLETON INSTITUTIONAL, LLC (CRD 117384).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $28.8B
- Non-discretionary
- $144M
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 1934565 · Feb 3, 2025 · Items 1 & 5
Reported by FRANKLIN TEMPLETON INSTITUTIONAL, LLC (CRD 117384).
Other-Than Anual Amendment For Registered Adviser.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.