{"url":"https://nivawealth.com/firms/templeton-global-advisors-limited-111383","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/111383","regulatoryAum":25849302830,"crd":"111383","secFileNumber":"801-42343","legalName":"Templeton Global Advisors Limited","displayName":"Templeton Global Advisors Limited","website":null,"founded":null,"organization":"other (specify) organized in Bahamas, The","fiscalYearEnd":"September","headquarters":{"street":"Templeton Building, Lyford Cay","city":"Nassau","state":"","stateName":"","country":"Bahamas, The","postalCode":null},"tradeNames":[],"registration":{"secApproved":"22 September 1992","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":8,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":25847795834,"discretionaryAccounts":14,"nonDiscretionary":1506996,"nonDiscretionaryAccounts":1,"wrapProgram":1506996,"nonUsClientsPct":47,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":null,"regulatoryAum":124144812},{"label":"Investment companies","clients":4,"regulatoryAum":15091778493},{"label":"Pooled investment vehicles","clients":8,"regulatoryAum":10631872529},{"label":"Other investment advisers","clients":null,"regulatoryAum":1506996}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Bank of New York Mellon Corporation","shortName":"The Bank of New York Mellon","location":"New York, NY","smaAssets":124144812}],"custodyNote":"Templeton Global Advisors Limited does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Christopher Peel","title":"Director and President and CEO","crd":"7733017"},{"name":"Bjorn Davis","title":"Chief Compliance Officer","crd":"4104631"},{"name":"Leeor Avigdor","title":"Treasurer","crd":"4702532"},{"name":"Thomas Merchant","title":"Chief Legal Officer","crd":"3126886"},{"name":"Alok Sethi","title":"Director","crd":"6377163"}],"ownership":[{"label":"Templeton Global Holdings Limited","detail":"Parent corporation of registrant in the 75% or more ownership band and a control person, since October 1992."},{"label":"Templeton International, Inc.","detail":"Indirect owner: a parent corporation of Templeton Global Holdings Limited in the 75% or more band and a control person, since October 1992.","parent":"Templeton Global Holdings Limited"},{"label":"Templeton Worldwide, Inc.","detail":"Indirect owner: a parent corporation of Templeton International, Inc. in the 75% or more band and a control person, since October 1992.","parent":"Templeton International, Inc."},{"label":"Franklin Templeton, Inc.","detail":"Indirect owner: a parent corporation of Legg Mason, Inc. in the 75% or more band and a control person, since July 2020.","parent":"Legg Mason, Inc."},{"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."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"800-239-3894","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","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":96},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"16 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/111383/PDF/111383.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 Global Advisors Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Templeton Global Advisors Limited offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Templeton Global Advisors Limited use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Templeton Global Advisors Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Templeton Global Advisors Limited invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Templeton Global Advisors Limited?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Templeton Global Advisors Limited get paid?","answer":"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","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."}