Firm profile

FRANKLIN MUTUAL ADVISERS, LLC

SHORT HILLS, NJCRD 111376Latest ADV December 23, 2025

Franklin Mutual Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Short Hills, NJ. Its latest Form ADV filing, dated December 23, 2025, reports $42.6B in regulatory assets under management, 52 employees, and 68 accounts.

Assets Under Management
$42.6B
Employees
52
Offices
--
Total Clients
62
Primary office
SHORT HILLS, NJ
101 JOHN F. KENNEDY PARKWAY, SHORT HILLS, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBjorn A. Davis

Advisory services offered

2 types reported
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 46.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
46.8%
29
2
HNWI
27.4%
17
3
Investment Cos.
25.8%
16
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$42.6Bas of December 23, 2025
Discretionary99.7%
$42.5B
100% of total RAUM99.7%
Non-discretionary0.3%
$111M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$42.6B
Total Accounts68
10Y AUM Change$-32.0B (-42.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees52
Clients per Employee1:1
10Y Employee Change-2 (-3.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.