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FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED
CRD 111360File 801-55170
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 16, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $99.5M |
| Non-U.S. persons | 10 | $8.32B |
| Insurance companies | Fewer than 5 | $139.9M |
| Investment companies | 12 | $4.02B |
| High net worth individuals | 5 | $43.3M |
| Pooled investment vehicles | 107 | $23.98B |
| Pension and profit sharing plans | Fewer than 5 | $1.19B |
| State or municipal government entities | 8 | $2.73B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 172 | 122 | decreased by50 |
| Jan 1, 2026 | Clients | 112 | 142 | increased by30 |
| Jan 1, 2026 | AUM | $30,899,948,758 | $40,524,968,335 | increased by$9,625,019,577 |
| Jan 1, 2026 | Accounts | 123 | 148 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 148 | 172 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 126 | 112 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $25,528,202,866 | $30,899,948,758 | increased by$5,371,745,892 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 124 | 123 | decreased by1 |
| Jan 1, 2022 | Employees | 126 | 148 | increased by22 |
| Jan 1, 2022 | Clients | 106 | 126 | increased by20 |
| Jan 1, 2022 | AUM | $22,376,304,471 | $25,528,202,866 | increased by$3,151,898,395 |
| Jan 1, 2022 | Accounts | 111 | 124 | increased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FRANKLIN TEMPLETON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRANKLIN TEMPLETON” may also match similarly-named firms). Confirm identity against each filing.
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.