RIA Intel›Advisers›New York›FRANKLIN TEMPLETON INSTITUTIONAL, LLC

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

Advisory

N·NEW YORK, NY

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM

$29.6B

1-Year AUM Growth

+16.3%

3-Year CAGR

+15.7%

Employees

26

Assets Under Management

Total AUM$29.6B

Discretionary AUM$29.5B

Non-Discretionary AUM$130M

Discretionary %99.6%

Total Clients125

Team

Total Employees26

Investment Advisers127

Employee Growth (1Y)-3.5%

Filing History

Total Filings on Record80

First FilingNov 1, 2001

Latest FilingFeb 24, 2026

🔒 Full AUM trend chart and 80 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FRANKLIN TEMPLETON INSTITUTIONAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.