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Franklin Advisers, Inc.

● SEC registered since 1986CRD 104517SEC# 801-26292San Mateo, CA
Export (members)
Ranks #5,639 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$46.7M
Fund GAV
$4.38B
Private funds
66
Employees
408
Accounts
18,979
Location
San Mateo, CA

Franklin Advisers, Inc. assets under management

Franklin Advisers, Inc. is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 1986. It reports $46.7 million in regulatory assets under management and employs 408 people. Franklin Advisers, Inc. manages 66 private funds with combined gross assets of $4.4 billion, including 37 Capital CLO 4, Ltd. By regulatory assets, it ranks 5,639 of 5,911 private fund managers.

Franklin Advisers, Inc. private funds

66 funds · $4.38B GAV
FundTypeGross assetsMin.
37 Capital CLO 4, Ltd.Securitized Asset$424.5M$250K
37 Capital CLO 1, Ltd.Securitized Asset$386M$250K
Fvp Growth Partners, L.P.Private Equity$372.1M
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Franklin Advisers, Inc. owners & executives

16 reported
NameTitleOwnershipSince
Adam Jay Petryk ControlExecutive Vice PresidentUnder 5%2021
Bjorn Anthony DavisChief Compliance OfficerUnder 5%2023
Edward Douglas Perks ControlPresident And DirectorUnder 5%2018
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Frequently asked questions

How much does Franklin Advisers, Inc. manage?

Franklin Advisers, Inc. reports $46.7 million in regulatory assets under management on its Form ADV.

How many private funds does Franklin Advisers, Inc. manage?

Franklin Advisers, Inc. manages 66 private funds with combined gross assets of $4.4 billion.

How many employees does Franklin Advisers, Inc. have?

Franklin Advisers, Inc. reports 408 employees.

Where is Franklin Advisers, Inc. located?

Franklin Advisers, Inc. is based in San Mateo, CA and has been SEC-registered since 1986.

Does Franklin Advisers, Inc. disclose fund performance?

Franklin Advisers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Franklin Parkway, Building 970, 1st Floor, San Mateo, CA 94403
Phone(650) 312-3000
Office hours8:30 a.m.. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK785673
Discloses disciplinary historyYes

Assets under management

Discretionary$46.5M
Non-discretionary$2.42B
Total (RAUM)$46.7M

Service providers