← Directory
FRANKLIN PARK
Legal name: FRANKLIN PARK ASSOCIATES, LLC
CRD 126508File 801-62046
APPROVED
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 49 | 52 | increased by3 |
| Apr 1, 2026 | AUM | $9,180,748,498 | $10,212,042,170 | increased by$1,031,293,672 |
| Apr 1, 2026 | Accounts | 49 | 52 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 29 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 55 | 49 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $21,536,413,969 | $9,180,748,498 | decreased by$12,355,665,471 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 54 | 49 | decreased by5 |
| Apr 1, 2022 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2022 | Clients | 54 | 55 | increased by1 |
| Apr 1, 2022 | AUM | $17,505,901,159 | $21,536,413,969 | increased by$4,030,512,810 |
| Apr 1, 2022 | Accounts | 53 | 54 | increased 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 PARK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRANKLIN PARK” 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.