Clients
Templeton Global Advisors Limited serves 12 clients, 8 of them pooled investment vehicles. The average client has about $2.15 billion with the firm.
- Investment companies4 clients58%
- Pooled investment vehicles8 clients41%
- OtherHigh-net-worth individuals, Other investment advisers0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Not reported | $124,144,812 | 0.5% | — |
| Investment companies | 4 | $15,091,778,493 | 58.4% | $3.77B |
| Pooled investment vehicles | 8 | $10,631,872,529 | 41.1% | $1.33B |
| Other investment advisers | Not reported | $1,506,996 | 0.0% | — |
| Total | 12 | $25,849,302,830 | 100% | $2.15B |
- Clients
- Not reported
- Regulatory AUM
- $124,144,812
- Share
- 0.5%
- Avg. per client
- —
- Clients
- 4
- Regulatory AUM
- $15,091,778,493
- Share
- 58.4%
- Avg. per client
- $3.77B
- Clients
- 8
- Regulatory AUM
- $10,631,872,529
- Share
- 41.1%
- Avg. per client
- $1.33B
- Clients
- Not reported
- Regulatory AUM
- $1,506,996
- Share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 12
- Regulatory AUM
- $25,849,302,830
- Share
- 100%
- Avg. per client
- $2.15B
What it does
Templeton Global Advisors Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets.
Templeton Global Advisors Limited advises no private funds.
Nearly all assets ($25.85B across 14 accounts) are managed with discretion; $1.51M across 1 account is not. $1.51M sits in a wrap fee program the firm both sponsors and manages. 47% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks96%
- Cash4%
Custodians
Templeton Global Advisors Limited’s client accounts are held mainly at The Bank of New York Mellon, with 0% of managed assets. Templeton Global Advisors Limited does not have custody of client assets.
- OtherThe Bank of New York Mellon, All other custodians100%
Ownership and leadership
Templeton Global Holdings Limited owns 75% or more of Templeton Global Advisors Limited.
- Owns 75% or more of Templeton Global Advisors Limited
Templeton Global Holdings Limited
Control person · since October 1992
- Owns 75% or more of Templeton Global Holdings Limited
Templeton International, Inc.
Control person · since October 1992
- Owns 75% or more of Templeton International, Inc.
Templeton Worldwide, Inc.
Control person · since October 1992
- Owns 75% or more of Templeton Worldwide, Inc.
Legg Mason, Inc.
Control person · since June 2021
- Owns 75% or more of Legg Mason, Inc.
Franklin Templeton, Inc.
Control person · since July 2020
Leadership
- Christopher PeelDirector and President and CEO
- Bjorn DavisChief Compliance Officer
- Leeor AvigdorTreasurer
- Thomas MerchantChief Legal Officer
- Alok SethiDirector
Staff
- 8 employees
- 4 in advisory functions
Fees
Templeton Global Advisors Limited is paid through a percentage of assets under management.
Templeton Global Advisors Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Templeton Global Advisors Limited has 0 offices, with 1 listed address with no US state reported.
Registration details
- Legal name
- Templeton Global Advisors Limited
- Headquarters
- Templeton Building, Lyford Cay, Nassau, Bahamas, The
- Phone
- 800-239-3894
- Website
- Not reported
- SEC file
- 801-42343
- Structure
- other (specify) organized in Bahamas, The
- Fiscal year end
- September
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Templeton Global Advisors Limited have?
Templeton Global Advisors Limited has 12 clients and manages $25.8 billion for them, as of September 2026. They include 8 pooled investment vehicles and 4 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does Templeton Global Advisors Limited offer?
Templeton Global Advisors Limited provides portfolio management for individuals and small businesses, 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
Which custodians does Templeton Global Advisors Limited use?
Templeton Global Advisors Limited’s separately managed account assets are held at The Bank of New York Mellon Corporation (New York, NY), with $124,144,812. 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
How many financial advisors does Templeton Global Advisors Limited have?
Templeton Global Advisors Limited has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 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
What does Templeton Global Advisors Limited invest in?
At the end of its last fiscal year, Templeton Global Advisors Limited’s separately managed accounts held 96% exchange-traded equities and 4% cash and equivalents. 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
Who owns Templeton Global Advisors Limited?
Templeton Global Advisors Limited is owned through a chain of holding companies by Franklin Templeton, Inc. Its direct owner is Templeton Global Holdings Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does Templeton Global Advisors Limited get paid?
Templeton Global Advisors Limited is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file