Franklin Templeton Investimentos (Brasil) Ltda. (Sao Paulo Sp)

Name: Franklin Templeton Investimentos (Brasil) Ltda.
Address: Avenida Brigadeiro Faria Lima 3311, Sao Paulo Sp, 04538 133
Telephone: (011) 55-11-3206-0000

Franklin Templeton Investimentos (Brasil) Ltda. is a large advisory firm based in Sao Paulo Sp. It manages $2.01 billion of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2010.

Franklin Templeton Investimentos (Brasil) Ltda provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for funds and institutional clients that are not united states residents. 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 Investimentos (Brasil) Ltda: assets under management

The assets under management (AUM) of Franklin Templeton Investimentos (Brasil) Ltda. is $2.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 183% since the beginning of its operation, and $2.01 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $2.01 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.01 million each.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Franklin Templeton Investimentos (Brasil) Ltda. for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Marcus Vinicius M D Goncalves serves?

The firm provides services to investment companies, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Marcus Vinicius M D Goncalves is pooled investment vehicles with 21 clients and $1.18 billion of assets under management. Among the 7 most similar advisory firms, Franklin Templeton Investimentos (Brasil) Ltda has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.91 billion for 36 clients. 97% of the firm’s clients are foreign persons or businesses.

Franklin Templeton Investimentos (Brasil) Ltda doesn't advise any private funds.

Careers at Franklin Templeton Investimentos (Brasil) Ltda.

The company employs 30 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Marcus Vinicius M D Goncalves has been acting as President since 1 Apr 2013. Franklin Templeton Capital Holdings Private Limited joined the executive team most recently as the 99.99% Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Templeton International	Corp. parent of ftib: 99.9%	1 Jul 2001	75% - 100%	94-3173617
William Keith Pingleton	President of the consulting board	1 Jul 2006	Other	1296952
Jed Andrew Plafker	Member of the consulting board	1 Jul 2006	Other	2793695
Michel Tulle	Member of the consulting board	1 Jul 2006	Other	5846732
Gregory Eugene Mcgowan	Member of the consulting board	1 Jul 2006	Other	2111958
Michel N/A Tulle	Member of the consulting board	1 Jul 2006	Other	5846732
Heitor De Souza Lima	President officer	1 Sep 2006	Other	2816505
Selena Lee Holmes	Compliance officer - brazil	1 Sep 2010	Other	2346213
Luís Fernando Dantas Dos Santos Affonso	Chief compliance officer	1 Jan 2011	Other	5895102
Marcus Vinicius M D Goncalves	President	1 Apr 2013	Other	6234046
Andrew James Ashton	President of the consulting board	1 Mar 2016	Other	6763546
Andrew James Ashton	President of the consulting board	1 Jun 2016	Other	5845839
Luís Fernando Dantas Dos Santos Affonso	Compliance and aml director	1 Jul 2016	Other	5895102
Adriano Yukio Ouchi	Member of the consulting board	1 Oct 2016	Other	6769370
Gustavo Garcia Stenzel	Member of the consulting board	1 Oct 2016	Other	6770270
Franklin Templeton Capital Holdings Private Limited	99.99% shareholder	1 Nov 2016	75% - 100%	foreign

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Franklin Resources	Parent corporation of twi	1 Jul 2001	75% - 100%	13-2670991
Inc. Templeton Worldwide	Parent corporation of tii	1 Jul 2001	75% - 100%	94-3167260
Inc. Templeton International	Parent corporation of ftch	1 Nov 2016	75% - 100%	94-3173617

Based in Sao Paulo Sp

The principal office where Franklin Templeton Investimentos (Brasil) Ltda. performs its advisory services is located at Avenida Brigadeiro Faria Lima 3311, Sao Paulo Sp, 04538 133, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number (011) 55-11-3206-0000 or by fax (011) 55-11-3078-1728. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at franklintempleton.com/.