SourcingSourcing

TEMPLETON ASSET MANAGEMENT LTD.

C31
CRD 111382·SEC 801-46997
AUM
$24.05B
$1B+
Est. Revenue
$240.5M
@ 1% on AUM
Est. EBITDA
$72.1M
@ 30% margin
Est. Deal Value
$577.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TEMPLETON ASSET MANAGEMENT LTD.
CRD
111382
SEC file #
801-46997
EIN
—
DBA names
—

Economics

AUM
$24.05B
AUM band
$1B+
AUM trajectory
'20'26
$25.88B → $24.05B▼ -7%
Client mix
Pooled Investment Vehicles58
Sovereign Wealth Funds13
Investment Companies7

Operations

Employees (total)
94
Advisory staff (per ADV)
39
Advisory staff (5-yr trend)
'20'26
35 advisors → 39 advisors▲ +11%
Primary office
—
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
x.com/fti_global

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRANKLIN TEMPLETON CAPITAL
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
6
Control Persons
FRANKLIN TEMPLETON CAPITAL
GOH, SER CHON, N/A
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
social_url_excluded:x.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000038777
Edgar Registered
Yes
Edgar Filing Count
1,002
Edgar First Filing Date
2020-02-12
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
28
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0000038777-26-000124
Edgar Xbrl Assets Latest
Value Usd32,368,300,000
Fiscal Year End2025-09-30
Edgar Xbrl Revenue Latest
Value Usd5,774,500,000
Fiscal Year End2019-09-30
ConceptRevenues
Edgar Sic Description
Investment Advice

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
E*trade4
Bny Mellon2
Jpmorgan2
Fidelity1
Edgar Addresses
Mailing
ONE FRANKLIN PARKWAYSAN MATEO, CA 94403
Business
ONE FRANKLIN PARKWAYBUILDING 920/2, LEGAL-FRI SECRETARYSAN MATEO, CA 94403
Edgar EIN
132670991
Edgar Recent Filings
SCHEDULE 13D/A2026-05-14 · 0000038777-26-000150
SCHEDULE 13D2026-05-14 · 0000038777-26-000149
Edgar Sic
6282
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (5)

5
GOH, SER CHON, N/A
Executive Officer · 2.5%
6785694
LIM, SEH KUAN, N/A
Executive Officer · 2.5%
6234047
ONG, TEK-KHOAN, N/A
Executive Officer · 2.5%
2380548
SEKHON, MANRAJ, SINGH
Executive Officer · 2.5%
7198298
MERCHANT, THOMAS, CLIFTON
Executive Officer · 2.5%
3126886