# Franklin Advisors

Franklin Advisors is a Multi Family Office based in Chapel Hill, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chapel Hill, United States
- **Region:** North America
- **Address:** Farmington Hills, MI, United States
- **Founded:** 1999
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** franklinadv.com
- **LinkedIn:** https://www.linkedin.com/company/franklin-templeton

## About

Franklin Advisors is an SEC-registered investment adviser in Chapel Hill, NC, established in 1991. The firm manages $4.5 billion in assets. It employs 40 staff, including 18 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Hedge Funds

## Offices

- Baltimore, MD
- Bethesda, MD
- New York, NY
- São Paulo, Brazil

## People

- Paul Halpern — Managing Principal
- Jeffrey Kohn — Managing Principal

## Questions

### How does Franklin Advisors source deal flow?

The firm's sourcing advantage derives from its geographic positioning — a Detroit-area headquarters with offices in Baltimore, Bethesda, New York, and São Paulo. This gives Franklin Advisors access to US Midwestern and mid-Atlantic middle-market deals that bypass coastal institutional auctions, while the Brazil office provides a distinct pipeline into Latin American real assets and credit. The firm's direct real estate practice specifically targets secondary and tertiary US markets where institutional competition is sparse.

### Does Franklin Advisors manage its own funds or act as an allocator?

Franklin Advisors operates as a fiduciary allocator — an outsourced CIO — rather than a fund manager. It does not raise or manage commingled funds. The firm constructs bespoke portfolios for its families across direct investments (especially real estate) and external fund commitments in private equity, private credit, and hedge funds. This separates it from platforms that sell proprietary products to client families.

## Related profiles

- [Frame Wealth Management](https://altss.com/profile/frame-wealth-management)
- [Frazier Financial Advisors](https://altss.com/profile/frazier-financial-advisors-llc)

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Last updated: 2026-07-06T01:24:16.877Z

Canonical page: https://altss.com/profile/franklin-advisors

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