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FRANKLIN PARK
Legal name: FRANKLIN PARK ASSOCIATES, LLC
CRD 126508File 801-62046
APPROVED
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.21B
Top 10% of cohort (national)
Discretionary AUM
$10.21B
Clients
52
52 accounts
Employees
29
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 9, 2003
- Principal office
- THREE BALA PLAZA, SUITE 500 WEST, BALA CYNWYD, PA, 19004
- Phone
- 610-822-0500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.21B
- Discretionary AUM
- $10.21B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 52
- Non-discretionary accounts
- 0
- Total accounts
- 52
- AUM per client
- $196.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $543.9M |
| Pooled investment vehicles | 49 | $8.12B |
| Pension and profit sharing plans | 1 | $443.7M |
| State or municipal government entities | 1 | $1.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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 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.