Franklin Templeton Alternative Strategies, LLC (San Mateo)


Franklin Templeton Alternative Strategies, LLC is a pension cosultant based in San Mateo. It manages $25 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Franklin Templeton Alternative Strategies provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Franklin Templeton Alternative Strategies: assets under management

The assets under management (AUM) of Franklin Templeton Alternative Strategies, LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Franklin Templeton Alternative Strategies, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Franklin Templeton Alternative Strategies, LLC

Greg Eugene Johnson has been acting as President since 1 Jul 2001. Inc. Templeton Worldwide joined the executive team most recently as the Sole Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Inc. Templeton Worldwide Sole member 1 Jul 2001 75% - 100% 94-3167260
Charles Endler Johnson President & director 1 Jul 2001 Other 1023451
Greg Eugene Johnson Director 1 Jul 2001 Other 1549998
Martin Lawrence Flanagan Director 1 Jul 2001 Other 2111957
Kenneth Allan Lewis Vice president & chief operating officer 1 Jul 2001 Other 2111961

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Franklin Resources Parent corporation of twi: 100% 1 Apr 1999 75% - 100% 13-2670991

Based in San Mateo

The principal office where Franklin Templeton Alternative Strategies, LLC performs its advisory services is located at One Franklin Parkway, San Mateo, CA 94003 1906, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-312-6505 or by fax 650-525-7141. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.franklintempleton.com.