NEW YORK, NYCRD 117384Latest ADV February 24, 2026
Franklin Templeton Institutional, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated February 24, 2026, reports $29.6B in regulatory assets under management, 127 employees, 4 offices, and 120 accounts.
Assets Under Management
$29.6B
Employees
127
Offices
4 offices
Total Clients
113
Primary office
NEW YORK, NY
ONE MADISON AVENUE, SUITE 2100, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 34.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
34.5%
39
2
Investment Cos.
30.1%
34
3
Pension Plans
13.3%
15
4
HNWI
8.0%
9
5
Sovereign Wealth
5.3%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
VARIOUS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$29.6Bas of February 24, 2026
Discretionary99.6%
$29.5B
100% of total RAUM99.6%
Non-discretionary0.4%
$130M
0% of total RAUM0.4%
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.
Latest AUM$29.6B
Total Accounts120
10Y AUM Change+$4.2B (+16.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees127
Clients per Employee1:1
10Y Employee Change-78 (-38.0%)
* 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.