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FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED

CRD 111360File 801-55170
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$40.52B
Top 10% of cohort (national)
Discretionary AUM
$40.52B
Clients
142
148 accounts
Employees
122

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Jan 20, 1998
Principal office
CANNON PLACE, 78 CANNON STREET, LONDON, EC4N 6HL
Phone
00442070738500

Assets & accounts

ADV Item 5F
Total regulatory AUM
$40.52B
Discretionary AUM
$40.52B
Non-discretionary AUM
$0
Discretionary accounts
148
Non-discretionary accounts
0
Total accounts
148
AUM per client
$285.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$99.5M
Non-U.S. persons10$8.32B
Insurance companiesFewer than 5$139.9M
Investment companies12$4.02B
High net worth individuals5$43.3M
Pooled investment vehicles107$23.98B
Pension and profit sharing plansFewer than 5$1.19B
State or municipal government entities8$2.73B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11
  • Q11C2
  • Q11C4
  • Q11C5
  • Q11D2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.