Single Family OfficeRIA · CRD 111370SEC-RegisteredPrivate Fund Adviser

Updated:

Templeton Investment Counsel, LLC

TEMPLETON INVESTMENT COUNSEL, LLC is an SEC-registered investment adviser in FT. LAUDERDALE, FL, since 1980. The firm manages $4.6 billion in assets on a...

Templeton Investment Counsel, LLC

TEMPLETON INVESTMENT COUNSEL, LLC is an SEC-registered investment adviser in FT. LAUDERDALE, FL, since 1980. The firm manages $4.6 billion in assets on a discretionary basis. It has 31 employees and 17 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Ft. Lauderdale

Corporate office

Fort Lauderdale, FL, United States

Sector focus

Private EquityReal EstateHedge FundsFixed Income

Frequently asked questions

Who runs investment decisions at Templeton Investment Counsel?

The firm does not publicly disclose its investment team or leadership structure. As a single-family office, decisions are likely made by family representatives and a small internal team, but no named individuals appear in public records.

Is Templeton Investment Counsel related to Franklin Templeton Investments?

No. Templeton Investment Counsel is a separate entity from Franklin Templeton, the publicly traded asset manager. Sir John Templeton sold his investment firm to Franklin Resources in 1992, and the family office manages the wealth generated from that sale, independently from Franklin's operations.

Does Templeton Investment Counsel make direct investments or only fund commitments?

The firm pursues both direct investments and fund commitments across public equities, private equity, real estate, and hedge funds, consistent with its multi-asset mandate. Specific deals are not publicly disclosed.

What investment philosophy guides Templeton Investment Counsel?

The office is guided by a long-term, value-oriented, contrarian philosophy inherited from Sir John Templeton, focusing on global opportunities when they are out of favor. This approach emphasizes patience, diversification, and avoiding herd-driven markets.

What is the John Templeton Foundation's relationship to Templeton Investment Counsel?

The John Templeton Foundation is a separate philanthropic entity, not part of the family office. It was established by Sir John Templeton and funds research on science, philosophy, and human purpose. The two entities are independent in governance and investment strategy.

Does Templeton Investment Counsel publicly disclose its AUM or portfolio holdings?

No. The firm does not publicly disclose AUM, portfolio holdings, or detailed investment allocations. It maintains a private posture typical of single-family offices.

Where is Templeton Investment Counsel located and does it have additional offices?

The firm is headquartered in Fort Lauderdale, Florida. No additional office locations appear in public records.

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