SourcingSourcing

FRANKLIN TEMPLETON INVESTMENTS CORP.

C41
CRD 111364·SEC 801-58185
AUM
$12.77B
$1B+
Est. Revenue
$127.7M
@ 1% on AUM
Est. EBITDA
$38.3M
@ 30% margin
Est. Deal Value
$306.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FRANKLIN TEMPLETON INVESTMENTS CORP.
CRD
111364
SEC file #
801-58185
EIN
010846058
DBA names
—

Economics

AUM
$12.77B
AUM band
$1B+
AUM trajectory
'20'26
$22.73B → $12.77B▼ -44%
Client mix
Pooled Investment Vehicles48
Individuals High Net Worth47
Charitable Organizations23
Pension Profit Sharing Plans17
Investment Companies3

Operations

Employees (total)
193
Advisory staff (per ADV)
28
Advisory staff (5-yr trend)
'20'26
27 advisors → 28 advisors▲ +4%
Primary office
—
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
12/22/2025
ADV-W filed at
—
Website
franklintempleton.ca/en-ca

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TEMPLETON INTERNATIONAL, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
TEMPLETON INTERNATIONAL, INC.
AITKEN, GAREY, JAMES
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
franklintempleton.ca
Rdap Domain Creation Date
2000-10-03T19:51:40Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains (Canada) Company

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
1,422,576
Form 5500 Compensation Trajectory 3y
20251,421,885
2026691
Form 5500 Plan Count Trajectory 3y
20257
20261
Schedule C Total Compensation
1,422,576
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001348883
Edgar Registered
Yes
Edgar Filing Count
965
Edgar First Filing Date
2006-01-10
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
84
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001348883-26-000011
Edgar Former Names
Clearbridge Advisors, LLC
CAM North America, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
E*trade4
Fidelity1
Edgar Addresses
Mailing
ONE MADISON AVENUENEW YORK, NY 10010
Business
ONE MADISON AVENUENEW YORK, NY 10010
Edgar EIN
010846058
Edgar Recent Filings
13F-HR2026-05-13 · 0001348883-26-000011
SCHEDULE 13G2026-02-12 · 0001348883-26-000010
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-05T04:00:00Z
Rdap Domain Last Changed
2026-04-21T05:04:41Z
Rdap Nameservers
Dexter.ns.cloudflare.comDiva.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (8)

8
AITKEN, GAREY, JAMES
Executive Officer · 2.5%
5623780
ASHTON, ANDREW, JAMES
Executive Officer · 2.5%
6763546
BEUTTENMILLER, BRADLEY, GORDON
Executive Officer · 2.5%
5095866
OGORMAN, THOMAS, MICHAEL
Executive Officer · 2.5%
4379979
Paterson, David
Executive Officer · 2.5%
7001546
SADLER, TINA, MARIE
Executive Officer · 2.5%
2763952
TEW, DENNIS, CHARLES
Executive Officer · 2.5%
4742091
Johnson, Kathy Lisa
Executive Officer · 2.5%
7994565