Franklin Advisory Services, LLC
● SEC registered since 1996CRD 111361SEC# 801-51967San Mateo, FL
Ranks #691 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$14.07B
Fund GAV
$49.3M
Private funds
6
Employees
2
Accounts
66
Location
San Mateo, FL
Franklin Advisory Services, LLC assets under management
Franklin Advisory Services, LLC is an investment advisory firm registered with the SEC based in San Mateo, FL. The firm has been registered since 1996. It reports $14.1 billion in regulatory assets under management and employs 2 people. Franklin Advisory Services, LLC manages 6 private funds with combined gross assets of $49.3 million, including Franklin Crypto Liquid Opportunities LP. By regulatory assets, it ranks 691 of 6,030 private fund managers.
Franklin Advisory Services, LLC private funds
6 funds · $49.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Franklin Crypto Liquid Opportunities LP | Hedge | $33.2M | $500K |
| Series G Liquid Opportunities LP | Hedge | $6.2M | $20M |
| Series F Liquid Opportunities LP | Hedge | $6M | $15M |
| Fc Series Dat a LP | Other Private | $3.7M | — |
| Fc Metaversal Holdings (a Series of Fc Growth Investments LLC) | Other Private | $94K | $10K |
| Fc Trd (a Series of Fc Growth Investments LLC) | Other Private | $70K | $5K |
Franklin Advisory Services, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Asher Qureshi | Chief Operating Officer - Franklin Crypto | Under 5% | 2026 |
| Bjorn Anthony Davis | Chief Compliance Officer | Under 5% | 2026 |
| Christopher Robert Perkins Control | Head Of Franklin Crypto | Under 5% | 2026 |
| Franklin Advisers, Inc. Control | Member | Over 75% | 2021 |
| Leeor Paul Avigdor | Treasurer | Under 5% | 2023 |
| Sandra Lynn Kaul | President | Under 5% | 2026 |
| Seth Michael Ginns | Chief Investment Officer - Franklin Crypto | Under 5% | 2026 |
| Thomas Clifton Merchant | Chief Legal Officer | Under 5% | 2022 |
| Franklin Resources, Inc. Control | Parent Corporation Of Fai: 100% | Over 75% | 1978 |
Frequently asked questions
How much does Franklin Advisory Services, LLC manage?
Franklin Advisory Services, LLC reports $14.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Franklin Advisory Services, LLC manage?
Franklin Advisory Services, LLC manages 6 private funds with combined gross assets of $49.3 million.
How many employees does Franklin Advisory Services, LLC have?
Franklin Advisory Services, LLC reports 2 employees.
Where is Franklin Advisory Services, LLC located?
Franklin Advisory Services, LLC is based in San Mateo, FL and has been SEC-registered since 1996.
Does Franklin Advisory Services, LLC disclose fund performance?
Franklin Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Franklin Parkway, San Mateo, FL 94403-1906 |
| Phone | (650) 312-3000 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1027814 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$14.07B▲ 53%
Jun '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,306 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,030 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 86%
More than 14% of 16,824 advisers
Assets under management
$14.07Bregulatory AUM
Discretionary $14.07B
Fund type mix
Other Private3
Hedge3
Service providers
Auditor
Prime broker
Custodian
Administrator