FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED

C22
CRD 111360·SEC 801-55170
AUM
$40.52B
$1B+
Est. Revenue
$405.2M
@ 1% on AUM
Est. EBITDA
$121.6M
@ 30% margin
Est. Deal Value
$972.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED
CRD
111360
SEC file #
801-55170
EIN
980662469
DBA names

Economics

AUM
$40.52B
AUM band
$1B+
AUM trajectory
'20'26
$22.67B → $40.52B▲ +79%
Client mix
Pooled Investment Vehicles107
Investment Companies12
Sovereign Wealth Funds10
State Or Municipal Govt8
Individuals High Net Worth5

Operations

Employees (total)
122
Advisory staff (per ADV)
71
Advisory staff (5-yr trend)
'20'26
39 advisors → 71 advisors▲ +82%
Primary office
Branches

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/17/2026
ADV-W filed at

Compliance

Disclosures (firm)
4
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRANKLIN TEMPLETON GLOBAL
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
8
Control Persons
FRANKLIN TEMPLETON GLOBAL
ANDERSON, NIGEL, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001505023
Edgar Registered
Yes
Edgar Filing Count
42
Edgar First Filing Date
2010-11-12
Edgar Last Filing Date
2025-12-18
Edgar Form D Count
42
Edgar Form D Offerings
2025-12-182025-12-18 · 0001505023-25-000002
2024-09-302024-09-30 · 0001505023-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
Jpmorgan4
E*trade4
Northern Trust2
Fidelity1
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Business
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Edgar EIN
980662469
Edgar Recent Filings
D/A2025-12-18 · 0001505023-25-000002
D/A2024-09-30 · 0001505023-24-000001
Fee Schedule
Bracket V46
Bracket I22
Bracket Vi18
Bracket Vii5
Bracket Iii4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes