CRD: 142219
Franklin Templeton Private Portfolio Group, LLC
$139.9B Total AUM
$87.4B Disc. AUM
11.8% 3Y CAGR
15 Employees
179,741 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Merrill Lynch · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Unison catalystRidge +more
- Established Date
- 01-19-2007
- Office Locations
- 1
Office Locations
ONE Madison Avenue 18th Floor NEW York NY
About Franklin Templeton Private Portfolio Group, LLC
Franklin Templeton Private Portfolio Group, LLC is a NEW York-based RIA. The firm has been operating for 19 years. Managing $139.9B in total assets under management, with 2 advisory representatives. They custody assets with Merrill Lynch and Morgan Stanley. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$69.9B AVG AUM / ADVISOR
$778.3K AVG AUM / CLIENT
7 yrs AVG TENURE
15 Employees
2 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Matrix value Eagle peak Signal Legacy Foundation atlas Focus Vector Signal Capital Atlas crest Optima Ridge
Custodian
Delta momentum Oak Frontier
Investment Themes
Delta beacon Eagle focus Meridian ember Meridian crest Ridge unison Oak value Ridge Bridge
Investment Vehicles
Matrix Bridge legacy Timber fusion North
Platform
Delta focus Ember Horizon
Services
Horizon fusion Alpha catalyst Momentum delta Glacier alpha
Technology
Delta Matrix insight Optima Capital signal
Owner & Executives
D
DANIEL BRIAN CHASAN
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
(281) 893-5020
optima.glacier@optimacapital.com
in linkedin.com/in/beacon-summit
J
JASNA BRBLIC DOLGOV
General Counsel
- CRD
- --
- Ownership
- Less than 5%
(846) 939-9102
momentum.pathway@zenithcapital.com
in linkedin.com/in/ember-summit
G
Glacier element
Focus ridge ember
- CRD
- #70072
- Ownership
- 48.2%
(497) 400-4009
vital.optima@peakcapital.com
in linkedin.com/in/radial-momentum
Showing 2 of 5 owners & executives
Unlock allContacts
J
JONATHAN EDWIN BLAKE
Financial Advisor, General Partner
- CRD
- #4840019
(230) 260-7859
frontier.insight@oakcapital.com
in linkedin.com/in/oak-legacy
Showing 1 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,428,110,516 | $486,609 |
| Non-Discretionary | $52,456,654,908 | $904,425,085 |
| Total | $139,884,765,424 | $778,322 |
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Separately Managed Accounts
Total SMA Asset: $139,884,765,424
Equity - Exchange:
17.6% Municipal Bonds:
23.7% Corporate - Investment Grade:
7.4% Public Funds:
7.1% U.S. Government/Agency:
22.6% Cash:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $498,941,063 | 17.6% |
| Municipal Bonds | $671,869,500 | 23.7% |
| Corporate - Investment Grade | $209,782,038 | 7.4% |
| Public Funds | $201,277,361 | 7.1% |
| U.S. Government/Agency | $640,685,684 | 22.6% |
| Cash | $612,336,759 | 21.6% |
| Total | $2,834,892,405 | 100.0% |