Franklin Templeton Institutional, LLC
NEW YORK, NY
Form ADV and provider website profile · CRD 117384 · regulatory data as of Sep 16, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Franklin Templeton Institutional, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$29.6BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
120Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$29.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$130MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$29.6BTotal Firm AUM
$29.5BDiscretionary AUM
$130MNon-discretionary AUM
120Total accounts
119Discretionary accounts
1Non-discretionary accounts
Client Mix by Firm AUM
$29.6BFirm AUM
Investment companies38.9%
Other Pooled Vehicles22.3%
Retirement Plans19.9%
Sovereign Wealth & Foreign Institutions8.5%
Insurance companies7.2%
Municipalities2.4%
Charities0.5%
High-Net-Worth0.3%
Corporations0.0%
Other0.0%
Reported Client Types
Source: Form ADV client recordsInvestment companies38.9%
34 clients$11.5B firm assets
Other Pooled Vehicles22.3%
39 clients$6.6B firm assets
Retirement Plans19.9%
15 clients$5.9B firm assets
Sovereign Wealth & Foreign Institutions8.5%
6 clients$2.5B firm assets
Insurance companies7.2%
5 clients$2.1B firm assets
Municipalities2.4%
0 clients$697M firm assets
Charities0.5%
5 clients$151M firm assets
High-Net-Worth0.3%
9 clients$87M firm assets
Corporations0.0%
0 clients$11M firm assets
Other0.0%
0 clients$308,995 firm assets
Reported total113 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Investment companies | $11.5B | 34 | 38.9% |
| Other Pooled Vehicles | $6.6B | 39 | 22.3% |
| Retirement Plans | $5.9B | 15 | 19.9% |
| Sovereign Wealth & Foreign Institutions | $2.5B | 6 | 8.5% |
| Insurance companies | $2.1B | 5 | 7.2% |
| Municipalities | $697M | 0 | 2.4% |
| Charities | $151M | 5 | 0.5% |
| High-Net-Worth | $87M | 9 | 0.3% |
| Corporations | $11M | 0 | 0.0% |
| Other | $308,995 | 0 | 0.0% |
| Reported total | $29.6B | 113 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…