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FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
CRD 142219File 801-67411
APPROVED
Retail clients
Disclosure events
Filing as of Jun 29, 2026
Feed vintage Aug 17, 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
15
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, 5GCompensation
- 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 |
|---|---|---|---|
| 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.