{ "crd_number": 111383, "slug": "templeton-global-advisors-limited-nassau-111383", "primary_business_name": "TEMPLETON GLOBAL ADVISORS LIMITED", "legal_name": "TEMPLETON GLOBAL ADVISORS LIMITED", "dbas": [], "city": "Nassau", "state": null, "country": "Bahamas, The", "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1992-09-22", "years_registered": 34, "period": "2026-10-01", "filing_date": "2026-09-16", "carried_forward": false, "raum_total": 25849302830.0, "raum_discretionary": 25847795834.0, "raum_non_discretionary": 1506996.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 8, "advisory_employees": 4, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "investment_companies": { "raum": 15091778493.0, "count": 4 }, "other_investment_advisers": { "raum": 1506996.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 124144812.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 10631872529.0, "count": 8 } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": true, "disclosure_yes_count": 3, "states_registered": [], "websites": [ "https://facebook.com/franklintempleton", "https://franklinindices.com", "https://franklinresources.com", "https://franklintempleton.com", "https://franklintempletonglobal.com", "https://franklintempletonme.com", "https://franklintempletonoffshore.com", "https://franklintempletonoffshore.com/en-os", "https://franklintempletontalkingmarkets.libsyn.com", "https://ftinstitutional.com", "https://ftinstitutionalapac.com", "https://ftinstitutionalemea.com", "https://instagram.com/franklintempleton", "https://linkedin.com/company/franklin-templeton", "https://tiktok.com/@franklintempleton", "https://x.com/fti_emerging", "https://x.com/fti_global", "https://youtube.com/user/franklinresourcestv" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111383", "disclosure_items": [ { "item": "11.C(2)", "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?" }, { "item": "11.C(4)", "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?" }, { "item": "11.C(5)", "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?" } ], "city_as_filed": "NASSAU", "url": "https://advisorcensus.com/firm/templeton-global-advisors-limited-nassau-111383", "display_name": "Templeton Global Advisors Limited", "summary": "Templeton Global Advisors Limited is an SEC-registered investment advisory firm in Nassau, Bahamas, The, registered since 1992, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.", "citation": "AdvisorCensus. Templeton Global Advisors Limited (CRD 111383): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Templeton Global Advisors Limited compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Templeton Global Advisors Limited reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Templeton Global Advisors Limited located?", "a": "Templeton Global Advisors Limited's principal office is in Nassau, Bahamas, The, according to its Form ADV." }, { "q": "Is Templeton Global Advisors Limited registered with the SEC or a state?", "a": "Templeton Global Advisors Limited is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 111383." }, { "q": "How much does Templeton Global Advisors Limited manage?", "a": "Templeton Global Advisors Limited reports $25,849,302,830 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary)." }, { "q": "How have Templeton Global Advisors Limited's assets and staff changed since 2021?", "a": "In the Form ADV data for Templeton Global Advisors Limited: Regulatory assets under management: $28,630,072,057 in the October 2021 data and $25,849,302,830 in the October 2026 data, down 10%. Total employees: 14 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Templeton Global Advisors Limited serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8); investment companies (4)." }, { "q": "Which custodians does Templeton Global Advisors Limited use?", "a": "Templeton Global Advisors Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon Corporation as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Templeton Global Advisors Limited report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111383" }, { "q": "What changed in Templeton Global Advisors Limited's recent Form ADV filings?", "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 28630072057.0, "total_employees": 14, "filing_date": "2021-02-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": 29104962134.0, "total_employees": 14, "filing_date": "2022-05-13" }, { "period": "2023-10-01", "regulatory_assets_under_management": 20382928898.0, "total_employees": 15, "filing_date": "2023-06-22" }, { "period": "2024-10-01", "regulatory_assets_under_management": 22300934479.0, "total_employees": 11, "filing_date": "2024-04-01" }, { "period": "2025-10-01", "regulatory_assets_under_management": 19415481560.0, "total_employees": 10, "filing_date": "2025-02-06" }, { "period": "2026-10-01", "regulatory_assets_under_management": 25849302830.0, "total_employees": 8, "filing_date": "2026-09-16" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "Employees performing advisory functions went from 5 to 4.", "Regulatory assets under management went from $19,415,481,560 to $25,849,302,830 (+33%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "The Bank of New York Mellon Corporation", "name_as_filed": "THE BANK OF NEW YORK MELLON CORPORATION", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/templeton-global-advisors-limited-nassau-111383.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": null, "fewer_than_5": true, "raum": 124144812.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 4, "fewer_than_5": false, "raum": 15091778493.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 8, "fewer_than_5": false, "raum": 10631872529.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": 1506996.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111383", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }