FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

CRD 142219File 801-67411

APPROVED

Retail clients

Disclosure events

Filing as of Aug 28, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$139.88B

Top 10% of cohort (national)

Discretionary AUM

$87.43B

Non-discretionary $52.46B

Clients

179,738

179,726 accounts

Employees

Top 10% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jan 19, 2007
Principal office: ONE MADISON AVENUE, 18TH FLOOR, NEW YORK, NY, 10010
Phone: 212-805-2000
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $139.88B
Discretionary AUM: $87.43B
Non-discretionary AUM: $52.46B
Discretionary accounts: 179,668
Non-discretionary accounts: 58
Total accounts: 179,726
AUM per client: $778K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2,027	$4.46B
Insurance companies	5	$3.3M
Charitable organizations	606	$3.10B
Other investment advisers	124	$52.24B
High net worth individuals	920	$3.09B
Banking or thrift institutions	25	$250.4M
Pension and profit sharing plans	1,030	$696.1M
State or municipal government entities	16	$336.0M
Individuals (other than high net worth individuals)	174,985	$75.71B

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To	Change
Jan 1, 2026	Clients	159,901	179,738	increased by19,837
Jan 1, 2026	AUM	$125,938,641,269	$139,884,765,424	increased by$13,946,124,155
Jan 1, 2026	Accounts	159,896	179,726	increased by19,830
May 1, 2025 vs Oct 1, 2022	Employees	13	15	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	141,439	159,901	increased by18,462
May 1, 2025 vs Oct 1, 2022	AUM	$117,249,367,815	$125,938,641,269	increased by$8,689,273,454
May 1, 2025 vs Oct 1, 2022	Accounts	141,439	159,896	increased by18,457
Jan 1, 2022	Employees	12	13	increased by1
Jan 1, 2022	Clients	137,460	141,439	increased by3,979
Jan 1, 2022	AUM	$110,268,099,565	$117,249,367,815	increased by$6,981,268,250
Jan 1, 2022	Accounts	137,461	141,439	increased by3,978
Jul 1, 2021	Employees	10	12	increased by2
Jul 1, 2021	Clients	131,936	137,460	increased by5,524
Jul 1, 2021	AUM	$78,577,630,410	$110,268,099,565	increased by$31,690,469,155
Jul 1, 2021	Accounts	131,918	137,461	increased by5,543

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.