| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lake Montauk Real Estate Fund of Funds, L.P. | Real Estate | $144.2M | — |
| Mdp Re 2015, L.P. | Real Estate | $70.3M | — |
| Franklin Templeton Private Real Estate Fund Iib, L.P. | Real Estate | $64.6M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Bjorn Anthony Davis | Chief Compliance Officer | Under 5% | 2023 |
| Franklin Resources, Inc. Control | Member | Over 75% | 2012 |
| George Michael Stephan | Executive Vice President | Under 5% | 2025 |
Franklin Templeton Institutional, LLC reports $28.9 billion in regulatory assets under management on its Form ADV.
Franklin Templeton Institutional, LLC manages 8 private funds with combined gross assets of $387.3 million.
Franklin Templeton Institutional, LLC reports 144 employees.
Franklin Templeton Institutional, LLC is based in New York, NY and has been SEC-registered since 2001.
Franklin Templeton Institutional, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Madison Avenue, Suite 2100, New York, NY 10010 |
| Phone | (212) 632-3279 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1368427 |
| Discloses disciplinary history | No |
| Discretionary | $28.79B |
| Non-discretionary | $144.2M |
| Total (RAUM) | $28.93B |