Templeton & Phillips Capital Management, LLC
● SEC registered since 2009CRD 149101SEC# 801-70802Lookout Mountain, TN
Ranks #4,523 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$314.2M
Fund GAV
$57.1M
Private funds
2
Employees
3
Accounts
138
Location
Lookout Mountain, TN
Templeton & Phillips Capital Management, LLC assets under management
Templeton & Phillips Capital Management, LLC is an investment advisory firm registered with the SEC based in Lookout Mountain, TN. The firm has been registered since 2009. It reports $314.2 million in regulatory assets under management and employs 3 people. Templeton & Phillips Capital Management, LLC manages 2 private funds with combined gross assets of $57.1 million, including Templeton & Phillips Partners Fund, LLC. By regulatory assets, it ranks 4,523 of 6,004 private fund managers.
Templeton & Phillips Capital Management, LLC private funds
2 funds · $57.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Templeton & Phillips Partners Fund, LLC | Hedge | $46.9M | $1M |
| Tp Marval India Fund, LP | Hedge | $10.2M | $1M |
Templeton & Phillips Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Scott Phillips Control | Managing Member Chief Compliance Officer | Under 5% | 2017 |
| Lauren Cortney Templeton Control | Managing Member | Over 75% | 2001 |
Frequently asked questions
How much does Templeton & Phillips Capital Management, LLC manage?
Templeton & Phillips Capital Management, LLC reports $314.2 million in regulatory assets under management on its Form ADV.
How many private funds does Templeton & Phillips Capital Management, LLC manage?
Templeton & Phillips Capital Management, LLC manages 2 private funds with combined gross assets of $57.1 million.
How many employees does Templeton & Phillips Capital Management, LLC have?
Templeton & Phillips Capital Management, LLC reports 3 employees.
Where is Templeton & Phillips Capital Management, LLC located?
Templeton & Phillips Capital Management, LLC is based in Lookout Mountain, TN and has been SEC-registered since 2009.
Does Templeton & Phillips Capital Management, LLC disclose fund performance?
Templeton & Phillips Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 810 Scenic Highway, Lookout Mountain, TN 37350 |
| Phone | 423-826-0944 |
| Fax | 423-826-0949 |
| Office hours | 8:30 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$314.2M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$314.2Mregulatory AUM
Discretionary $242.5MNon-discretionary $71.6M
Service providers
Auditor
Prime broker
Custodian
Administrator