RIA Intel›Advisers›New York›FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC

Advisory

N·NEW YORK, NY

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$139.9B

1-Year AUM Growth

+19.5%

3-Year CAGR

+2.4%

Employees

2

Assets Under Management

Total AUM$139.9B

Discretionary AUM$87.4B

Non-Discretionary AUM$52.5B

Discretionary %62.5%

Total Clients179,738

Team

Total Employees2

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record90

First FilingDec 5, 2006

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 90 historical filings spanning 20+ 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 PRIVATE PORTFOLIO GROUP, LLC

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