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FRANKLIN TEMPLETON INSTITUTIONAL, LLC
CRD 117384File 801-60684
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$29.59B
Top 10% of cohort (national)
Discretionary AUM
$29.46B
Non-discretionary $130.4M
Clients
113
120 accounts
Employees
127
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 13, 2001
- Principal office
- ONE MADISON AVENUE, SUITE 2100, NEW YORK, NY, 10010
- Phone
- (212) 632-3279
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29.59B
- Discretionary AUM
- $29.46B
- Non-discretionary AUM
- $130.4M
- Discretionary accounts
- 119
- Non-discretionary accounts
- 1
- Total accounts
- 120
- AUM per client
- $261.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $10.5M |
| Non-U.S. persons | 6 | $2.52B |
| Insurance companies | 5 | $2.14B |
| Investment companies | 34 | $11.52B |
| Charitable organizations | 5 | $151.1M |
| High net worth individuals | 9 | $86.5M |
| Pooled investment vehicles | 39 | $6.58B |
| Pension and profit sharing plans | 15 | $5.88B |
| State or municipal government entities | Fewer than 5 | $697.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
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
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 144 | 127 | decreased by17 |
| Jan 1, 2026 | Clients | 119 | 113 | decreased by6 |
| Jan 1, 2026 | AUM | $28,932,461,773 | $29,592,514,998 | increased by$660,053,225 |
| Jan 1, 2026 | Accounts | 129 | 120 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 144 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 79 | 119 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,665,790,106 | $28,932,461,773 | increased by$10,266,671,667 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 90 | 129 | increased by39 |
| Jan 1, 2022 | Employees | 186 | 28 | decreased by158 |
| Jan 1, 2022 | Clients | 89 | 79 | decreased by10 |
| Jan 1, 2022 | AUM | $16,535,821,900 | $18,665,790,106 | increased by$2,129,968,206 |
| Jan 1, 2022 | Accounts | 95 | 90 | decreased by5 |
| 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.