Franklin Templeton Institutional, LLC
● SEC registered since 2001CRD 117384SEC# 801-60684New York, NY
Ranks #425 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$29.59B
Fund GAV
$340.2M
Private funds
7
Employees
127
Accounts
120
Location
New York, NY
Franklin Templeton Institutional, LLC assets under management
Franklin Templeton Institutional, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2001. It reports $29.6 billion in regulatory assets under management and employs 127 people. Franklin Templeton Institutional, LLC manages 7 private funds with combined gross assets of $340.2 million, including Lake Montauk Real Estate Fund of Funds, L.P. By regulatory assets, it ranks 425 of 6,004 private fund managers.
Franklin Templeton Institutional, LLC private funds
7 funds · $340.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lake Montauk Real Estate Fund of Funds, L.P. | Real Estate | $130.4M | — |
| Mdp Re 2015, L.P. | Real Estate | $68.2M | — |
| Franklin Templeton Private Real Estate Fund Iib, L.P. | Real Estate | $55.7M | $5M |
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Join to unlock · $37/moFranklin Templeton Institutional, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bjorn Anthony Davis | Chief Compliance Officer | Under 5% | 2023 |
| Franklin Resources, Inc. Control | Member | Over 75% | 2012 |
| George Michael Stephan | Executive Vice President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Franklin Templeton Institutional, LLC manage?
Franklin Templeton Institutional, LLC reports $29.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Franklin Templeton Institutional, LLC manage?
Franklin Templeton Institutional, LLC manages 7 private funds with combined gross assets of $340.2 million.
How many employees does Franklin Templeton Institutional, LLC have?
Franklin Templeton Institutional, LLC reports 127 employees.
Where is Franklin Templeton Institutional, LLC located?
Franklin Templeton Institutional, LLC is based in New York, NY and has been SEC-registered since 2001.
Does Franklin Templeton Institutional, LLC disclose fund performance?
Franklin Templeton Institutional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Madison Avenue, Suite 2100, New York, NY 10010 |
| Phone | (212) 632-3279 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1368427 |
| Discloses disciplinary history | No |
Regulatory AUM
$29.59B▲ 2%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 7%
Larger than 93% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$29.59Bregulatory AUM
Discretionary $29.46BNon-discretionary $130.4M