Franklin Templeton Private Portfolio Group, LLC
● SEC registered since 2007CRD 142219SEC# 801-67411New York, NY
Reg. AUM
$139.88B
Employees
15
Accounts
179,726
Location
New York, NY
Franklin Templeton Private Portfolio Group, LLC assets under management
Franklin Templeton Private Portfolio Group, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2007. It reports $139.9 billion in regulatory assets under management and employs 15 people.
Franklin Templeton Private Portfolio Group, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian R Murphy Control | Chief Compliance Officer | Under 5% | 2023 |
| Daniel Brian Chasan Control | Chief Operating Officer | Under 5% | 2026 |
| Jasna Brblic Dolgov Control | General Counsel | Under 5% | 2023 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Franklin Templeton Private Portfolio Group, LLC manage?
Franklin Templeton Private Portfolio Group, LLC reports $139.9 billion in regulatory assets under management on its Form ADV.
How many employees does Franklin Templeton Private Portfolio Group, LLC have?
Franklin Templeton Private Portfolio Group, LLC reports 15 employees.
Where is Franklin Templeton Private Portfolio Group, LLC located?
Franklin Templeton Private Portfolio Group, LLC is based in New York, NY and has been SEC-registered since 2007.
Does Franklin Templeton Private Portfolio Group, LLC disclose fund performance?
Franklin Templeton Private Portfolio Group, 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, 18th Floor, New York, NY 10010 |
| Phone | 212-805-2000 |
| Fax | 877-638-5508 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$139.88B▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$139.88Bregulatory AUM
Discretionary $87.43BNon-discretionary $52.46B