FRANKLIN MUTUAL ADVISERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $42.59B |
| Discretionary | $42.48B100% of AUM |
| Non-Discretionary | $110.8M |
| Client Accounts | 68 |
| Avg Account Size | $626.3M |
| Employees | 52 |
| Peak AUM | $84.76BDec 2007 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $42.6B | 0.1% | +6.2% | +1.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $42.59B |
| Discretionary | $42.48B |
| Employees | 52 |
| Client Accounts | 68 |
Contact & Location
Address
101 JOHN F. KENNEDY PARKWAY
SHORT HILLS NJ 07078-2789
Phone
(973) 912-2000
Filing History
75 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$42.5B
99.7% of AUM
Non-Discretionary
$111M
0.3% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Corporations
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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