# Franklin Templeton Private Portfolio Group

Franklin Templeton Private Portfolio Group is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** San Mateo, CA, United States
- **Assets under management:** Undisclosed
- **Website:** franklintempleton.com

## Regulatory record

- **CRD number:** 142219
- **SEC file number:** 801-67411
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142219

## About

FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2007. The firm manages $139.9 billion in assets, $87.4 billion on a discretionary basis. It has 15 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Hedge Funds
- Secondaries & Special Situations

## People

- Jenny Johnson — President and Chief Executive Officer, Franklin Templeton

## Questions

### Does the group invest in third-party funds or only Franklin Templeton products?

The group's architecture is built around Franklin Templeton's internal alternatives capabilities — real estate through Clarion Partners, credit through Benefit Street Partners, secondaries through Lexington Partners — and it prioritizes these in-house strategies for portfolio construction. While the firm has not publicly disclosed a policy on third-party fund commitments within the Private Portfolio Group, the business model incentivizes directing client capital to the parent company's own investment teams.

### Are the underlying alternative funds available only to Private Portfolio Group clients?

No. The underlying strategies managed by Clarion Partners, Benefit Street Partners, and Lexington Partners are marketed to a broad institutional investor base including pensions, endowments, and sovereign wealth funds. The Private Portfolio Group's value-add is the aggregation, portfolio construction, and tailored client service for families who want a single point of access to these strategies rather than building relationships with each specialist manager independently.

### What is the group's approach to illiquidity and succession planning?

The group explicitly positions itself to address the intergenerational transfer needs of wealthy families, combining illiquid alternative portfolios with liquidity-management overlays and governance advice. Because the underlying funds include closed-end credit, real estate, and private equity vehicles with multi-year lockups, the portfolio design incorporates family-specific cash-flow and tax considerations alongside the investment mandate.

## Related profiles

- [The Jaffee Financial Group](https://altss.com/profile/the-jaffee-financial-group-inc)
- [Arbor Family Wealth Advisors](https://altss.com/profile/arbor-family-wealth-advisors-inc)

---

Last updated: 2026-07-06T01:24:16.984Z

Canonical page: https://altss.com/profile/franklin-templeton-private-portfolio-group-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology