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FRANKLIN MUTUAL ADVISERS, LLC
CRD 111376File 801-53068
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$42.59B
Top 10% of cohort (national)
Discretionary AUM
$42.48B
Non-discretionary $110.8M
Clients
62
68 accounts
Employees
52
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 10, 1996
- Principal office
- 101 JOHN F. KENNEDY PARKWAY, SHORT HILLS, NJ, 07078-2789
- Phone
- (973) 912-2000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.59B
- Discretionary AUM
- $42.48B
- Non-discretionary AUM
- $110.8M
- Discretionary accounts
- 67
- Non-discretionary accounts
- 1
- Total accounts
- 68
- AUM per client
- $686.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.3M |
| Investment companies | 16 | $33.03B |
| Charitable organizations | Fewer than 5 | $64.0M |
| Other investment advisers | Fewer than 5 | $110.8M |
| High net worth individuals | 17 | $2.89B |
| Pooled investment vehicles | 29 | $6.48B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 50 | 52 | increased by2 |
| Jan 1, 2026 | Clients | 76 | 62 | decreased by14 |
| Jan 1, 2026 | AUM | $42,618,625,108 | $42,587,130,807 | decreased by$31,494,301 |
| Jan 1, 2026 | Accounts | 82 | 68 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 50 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 55 | 76 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $46,173,114,494 | $42,618,625,108 | decreased by$3,554,489,386 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 63 | 82 | increased by19 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Jan 1, 2022 | Clients | 59 | 55 | decreased by4 |
| Jan 1, 2022 | AUM | $40,227,129,856 | $46,173,114,494 | increased by$5,945,984,638 |
| Jan 1, 2022 | Accounts | 64 | 63 | decreased by1 |
| 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 MUTUAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRANKLIN MUTUAL” 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.