SourcingSourcing

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

C27
CRD 117384·SEC 801-60684·NEW YORK, NY
AUM
$29.59B
$1B+
Est. Revenue
$295.9M
@ 1% on AUM
Est. EBITDA
$88.8M
@ 30% margin
Est. Deal Value
$710.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FRANKLIN TEMPLETON INSTITUTIONAL, LLC
CRD
117384
SEC file #
801-60684
EIN
000000000
DBA names
—

Economics

AUM
$29.59B
AUM band
$1B+
AUM trajectory
'20'26
$22.53B → $29.59B▲ +31%
Client mix
Pooled Investment Vehicles39
Investment Companies34
Pension Profit Sharing Plans15
Individuals High Net Worth9
Sovereign Wealth Funds6

Operations

Employees (total)
127
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'20'26
35 advisors → 26 advisors▼ -26%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
ftinstitutional.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRANKLIN RESOURCES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
FRANKLIN RESOURCES, INC.
DESAI, SONAL
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
FTINSTITUTIONAL.COM
Rdap Domain Creation Date
2003-04-29T16:41:41Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
269,677
Form 5500 Compensation Trajectory 3y
2025269,677
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
269,677
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001502879
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2010-10-14
Edgar Last Filing Date
2011-10-14
Edgar Form D Count
2
Edgar Form D Offerings
2011-10-142011-10-14 · 0001502879-11-000001
2010-10-142010-10-14 · 0001502879-10-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
State Street40
E*trade4
Northern Trust2
Bny Mellon2
Fidelity1
Edgar Addresses
Mailing
600 FIFTH AVENUENEW YORK, NY 10020
Business
600 FIFTH AVENUENEW YORK, NY 10020
Edgar EIN
000000000
Edgar Recent Filings
D/A2011-10-14 · 0001502879-11-000001
D2010-10-14 · 0001502879-10-000002
Fee Schedule
Bracket Vi50
Bracket I26
Bracket Iii13
Bracket X7
Bracket Iv2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-29T16:41:41Z
Rdap Domain Last Changed
2026-04-25T05:08:33Z
Rdap Nameservers
Dexter.ns.cloudflare.comDiva.ns.cloudflare.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (10)

10
DESAI, SONAL
Executive Officer · 2.5%
7070945
Meyers, Thomas, Alan
Executive Officer · 2.5%
1912302
AVIGDOR, LEEOR, PAUL
Executive Officer · 2.5%
4702532
CURTIS, JONATHAN, TOURTELLOTTE
Executive Officer · 2.5%
4853035
DAVIS, BJORN, ANTHONY
Executive Officer · 2.5%
4104631
MERCHANT, THOMAS, CLIFTON
Executive Officer · 2.5%
3126886
Stephan, George, Michael
Executive Officer · 2.5%
5903432
RANDALL J MCCUEN
IAR
1056134
JEPPSON, MICHAEL, ROBINETTE
IAR
1418378
CRAIG H MORSE
IAR
5807192