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FRANKLIN TEMPLETON INSTITUTIONAL, LLC
CRD 117384File 801-60684
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.