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Franklin Templeton Institutional, LLC logo

Franklin Templeton Institutional, LLC

NEW YORK, NY

Form ADV and provider website profile · CRD 117384 · regulatory data as of Sep 16, 2026

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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.

Direct Owners & Executives

Source: Form ADV
Inc. Franklin TempletonMember
Reported since
10/2012
Type
Domestic entity
Control person
Yes
Ownership
75% or more
Sonal DesaiExecutive Vice President
Reported since
12/2018
Type
Individual
Control person
Yes
Ownership
Less than 5%
Thomas Clifton MerchantChief Legal Officer
Reported since
05/2022
Type
Individual
Control person
No
Ownership
Less than 5%
Bjorn Anthony DavisChief Compliance Officer
Reported since
02/2023
Type
Individual
Control person
No
Ownership
Less than 5%
Leeor Paul AvigdorTreasurer
Reported since
05/2023
Type
Individual
Control person
No
Ownership
Less than 5%
Jonathan Tourtellotte CurtisExecutive Vice President
Reported since
12/2023
Type
Individual
Control person
No
Ownership
Less than 5%
George Michael StephanExecutive Vice President
Reported since
01/2025
Type
Individual
Control person
No
Ownership
Less than 5%
Thomas Alan MeyersExecutive Vice President
Reported since
06/2025
Type
Individual
Control person
Yes
Ownership
Less than 5%

Indirect Ownership

Source: Form ADV
No indirect ownership records were reported.

Owners & Executives

Source: Form ADV
SD
Sonal Desai

Executive Vice President

TC
Thomas Clifton Merchant

Chief Legal Officer

BA
Bjorn Anthony Davis

Chief Compliance Officer

JT
Jonathan Tourtellotte Curtis

Executive Vice President

GM
George Michael Stephan

Executive Vice President

TA
Thomas Alan Meyers

Executive Vice President

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives8

Indirect ownership records0

Regulatory statusSEC registered investment adviser

SEC registration dateNov 13, 2001

CRD number117384