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Templeton Investment Counsel, LLC

● SEC registered since 1980CRD 111370SEC# 801-15125Ft. Lauderdale, FL
Export (members)
Ranks #1,163 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.61B
Fund GAV
$134.7M
Private funds
2
Employees
31
Accounts
521
Location
Ft. Lauderdale, FL

Templeton Investment Counsel, LLC assets under management

Templeton Investment Counsel, LLC operates as an SEC-registered investment adviser based in Ft. Lauderdale, FL. The firm has been registered since 1980. It reports $4.6 billion in regulatory assets under management and employs 31 people. Templeton Investment Counsel, LLC manages 2 private funds with combined gross assets of $134.7 million, including Templeton China Opportunities Fund, Ltd. By regulatory assets, it ranks 1,163 of 5,911 private fund managers.

Templeton Investment Counsel, LLC private funds

2 funds · $134.7M GAV
FundTypeGross assetsMin.
Templeton China Opportunities Fund, Ltd.Other Private$110.4M$1M
Templeton European Long-Short Equity (master) Fund, Ltd.Hedge$24.3M$100K

Templeton Investment Counsel, LLC owners & executives

10 reported
NameTitleOwnershipSince
Bjorn Anthony DavisChief Compliance OfficerUnder 5%2023
Harlan Bradford Hodes ControlExecutive Vice President/Portfolio Manager-Research AnalystUnder 5%2011
Jed Andrew Plafker ControlExecutive Vice PresidentUnder 5%2018
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Frequently asked questions

How much does Templeton Investment Counsel, LLC manage?

Templeton Investment Counsel, LLC reports $4.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Templeton Investment Counsel, LLC manage?

Templeton Investment Counsel, LLC manages 2 private funds with combined gross assets of $134.7 million.

How many employees does Templeton Investment Counsel, LLC have?

Templeton Investment Counsel, LLC reports 31 employees.

Where is Templeton Investment Counsel, LLC located?

Templeton Investment Counsel, LLC is based in Ft. Lauderdale, FL and has been SEC-registered since 1980.

Does Templeton Investment Counsel, LLC disclose fund performance?

Templeton Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Southeast 2nd Street, Ft. Lauderdale, FL 33301
Phone(954) 527-7500
Fax(954) 527-7329
Office hours8:30 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK315282
Discloses disciplinary historyYes

Assets under management

Discretionary$4.6B
Non-discretionary$13.1M
Total (RAUM)$4.61B

Service providers