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.
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 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.
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.
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.
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/.