Investment adviser · CRD 155141
FRANKLIN TEMPLETON INVESTIMENTOS (BRASIL) LTDA.
Investment adviser filing (IA)
SAO PAULO - SP, Brazil · Form ADV filed Mar 26, 2020
- Regulatory AUM
- $2.34B Form ADV · Item 5.F
- Client accounts
- 35 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 10 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 |
|---|---|---|---|
| Pooled investment vehicles | 19 | $1,157,733,555 | 49.4% |
| Corporations & businesses | 13 | $942,721,367 | 40.2% |
| Other clients | Fewer than 5 | $130,442,596 | 5.6% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $111,828,213 | 4.8% |
| Investment companies | 1 | $0 | 0.0% |
Filing source
Form ADV 1390482 · Mar 26, 2020 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2020. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
AVENIDA BRIGADEIRO FARIA LIMA 3311, 5TH FLOORSAO PAULO - SP, 04538-133, Brazil
CRD 155141
Filing source
Form ADV 1390482 · Mar 26, 2020 · 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.