SourcingSourcing

TEMPLETON GLOBAL ADVISORS LIMITED

C44
CRD 111383·SEC 801-42343
AUM
$25.85B
$1B+
Est. Revenue
$258.5M
@ 1% on AUM
Est. EBITDA
$77.5M
@ 30% margin
Est. Deal Value
$620.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TEMPLETON GLOBAL ADVISORS LIMITED
CRD
111383
SEC file #
801-42343
EIN
—
DBA names
—

Economics

AUM
$25.85B
AUM band
$1B+
AUM trajectory
'20'26
$35.97B → $25.85B▼ -28%
Client mix
Pooled Investment Vehicles8
Investment Companies4

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
12/23/2025
ADV-W filed at
—
Website
facebook.com/franklintempleton(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TEMPLETON GLOBAL HOLDINGS LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
6
Control Persons
TEMPLETON GLOBAL HOLDINGS LIMITED
SETHI, ALOK, 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
fallback_guess:templetonglobal.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
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
SETHI, ALOK, N/A
Executive Officer · 2.5%
6377163
AVIGDOR, LEEOR, PAUL
Executive Officer · 2.5%
4702532
DAVIS, BJORN, ANTHONY
Executive Officer · 2.5%
4104631
MERCHANT, THOMAS, CLIFTON
Executive Officer · 2.5%
3126886
Peel, Christopher
Executive Officer · 2.5%
7733017