{"url":"https://nivawealth.com/firms/templeton-asset-management-111382","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111382","regulatoryAum":24049024348,"crd":"111382","secFileNumber":"801-46997","legalName":"Templeton Asset Management LTD.","displayName":"Templeton Asset Management","website":null,"founded":null,"organization":"other (specify) organized in Singapore","fiscalYearEnd":"September","headquarters":{"street":"2 Central Boulevard, Ioi Central Boulevard Towers, West Tower #34-01","city":"Singapore","state":"","stateName":"","country":"Singapore","postalCode":"018916"},"tradeNames":[],"registration":{"secApproved":"19 July 1994","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":94,"advisory":39,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":24049024348,"discretionaryAccounts":79,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":0,"nonUsClientsPct":89,"nonAumClients":6},"clientTypes":[{"label":"High-net-worth individuals","clients":null,"regulatoryAum":511616},{"label":"Investment companies","clients":7,"regulatoryAum":1910989520},{"label":"Pooled investment vehicles","clients":58,"regulatoryAum":12596515663},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":184663149},{"label":"Sovereign wealth funds and foreign official institutions","clients":13,"regulatoryAum":9356344400}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Bank of New York Mellon Corporation","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":2291843442},{"name":"Jpmorgan Chase & Co","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":3725989814},{"name":"Citigroup Inc.","shortName":"Citigroup","location":"New York, NY","smaAssets":2451652935}],"custodyNote":"Templeton Asset Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Manraj Sekhon","title":"Co-Chief Executive Officer and Executive Director","crd":"7198298"},{"name":"Ser Chon Goh","title":"Chief Compliance Officer","crd":"6785694"},{"name":"Seh Kuan Lim","title":"Director","crd":"6234047"},{"name":"Thomas Merchant","title":"Chief Legal Officer","crd":"3126886"},{"name":"Tek-Khoan Ong","title":"Director","crd":"2380548"}],"ownership":[{"label":"Franklin Templeton Capital Holdings Private Limited","detail":"Shareholder in the 75% or more ownership band and a control person, since September 2010."},{"label":"Franklin Templeton, Inc.","detail":"Indirect owner: a shareholder of Legg Mason, Inc. in the 75% or more band and a control person, since July 2020.","parent":"Legg Mason, Inc."},{"label":"Templeton Worldwide, Inc.","detail":"Indirect owner: a shareholder of Templeton International, Inc. in the 75% or more band and a control person, since October 1992.","parent":"Templeton International, Inc."},{"label":"Templeton International, Inc.","detail":"Indirect owner: a shareholder of Franklin Templeton Capital Holdings Private Limited in the 50% to 75% band and a control person, since September 2010. Also a shareholder of Etp Holdings (cayman) Limited in the 75% or more band and a control person, since October 2021.","parent":"Franklin Templeton Capital Holdings Private Limited"},{"label":"Legg Mason, Inc.","detail":"Indirect owner: a shareholder of Templeton Worldwide, Inc. in the 75% or more band and a control person, since June 2021.","parent":"Templeton Worldwide, Inc."},{"label":"Etp Holdings (cayman) Limited","detail":"Indirect owner: a share holder of Franklin Templeton Capital Holdings Private Limited in the 25% to 50% band and a control person, since October 2021.","parent":"Franklin Templeton Capital Holdings Private Limited"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"656-241-0777","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":86},{"label":"U.S. government/agency bonds","percent":2},{"label":"Sovereign bonds","percent":7},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"16 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111382/PDF/111382.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Templeton Asset Management have?","answer":"Templeton Asset Management has 78 clients and manages $24 billion for them, as of September 2026. They include 58 pooled investment vehicles, 13 sovereign wealth funds and foreign official institutions and 7 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Templeton Asset Management offer?","answer":"Templeton Asset Management provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Templeton Asset Management use?","answer":"Templeton Asset Management’s separately managed account assets are held at Jpmorgan Chase & Co (New York, NY), with $3,725,989,814, Citigroup Inc. (New York, NY), with $2,451,652,935 and The Bank of New York Mellon Corporation (New York, NY), with $2,291,843,442. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Templeton Asset Management have?","answer":"Templeton Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 94 employees, and 39 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Templeton Asset Management invest in?","answer":"At the end of its last fiscal year, Templeton Asset Management’s separately managed accounts held 86% exchange-traded equities, 7% sovereign bonds, 4% cash and equivalents and 2% U.S. government and agency bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Templeton Asset Management?","answer":"Templeton Asset Management is owned through a chain of holding companies by Franklin Templeton, Inc. and Etp Holdings (cayman) Limited. Its direct owner is Franklin Templeton Capital Holdings Private Limited (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Templeton Asset Management get paid?","answer":"Templeton Asset Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}