Investment adviser · CRD 142219
FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Aug 28, 2026
- Regulatory AUM
- $140B Form ADV · Item 5.F
- Client accounts
- 179,726 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Individuals | 174,985 | $75,711,034,365 | 54.1% |
| Other investment advisers | 124 | $52,239,445,466 | 37.3% |
| Corporations & businesses | 2,027 | $4,457,672,158 | 3.2% |
| Charities | 606 | $3,103,822,274 | 2.2% |
| High-net-worth individuals | 920 | $3,087,028,509 | 2.2% |
| Retirement plans | 1,030 | $696,064,153 | 0.5% |
| Government entities | 16 | $336,014,561 | 0.2% |
| Banks & thrifts | 25 | $250,387,043 | 0.2% |
| Insurance companies | 5 | $3,296,895 | 0.0% |
Filing source
Form ADV 2129350 · Aug 28, 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
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: Aug 28, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
ONE MADISON AVENUE, 18TH FLOORNEW YORK, NY, 10010, United States
CRD 142219
Filing source
Form ADV 2129350 · Aug 28, 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.