Templeton Asset Management Ltd. is an SEC registered investment adviser. Its latest Form ADV filing, dated March 3, 2026, reports $24.0B in regulatory assets under management, 94 employees, 2 offices, and 79 accounts.
Top client segmentPooled Investment Vehicles represent 74.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
74.4%
58
2
Sovereign Wealth
16.7%
13
3
Investment Cos.
9.0%
7
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$24.0Bas of March 3, 2026
Discretionary100.0%
$24.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$24.0B
Total Accounts79
10Y AUM Change$-5.1B (-17.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees94
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.