# FRANKLIN ADVISORY SERVICES, LLC

FRANKLIN ADVISORY SERVICES, LLC of SAN MATEO, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 111361
- Type: SEC-registered investment adviser
- SEC file number: 801-51967
- Location: ONE FRANKLIN PARKWAY, SAN MATEO, FL, 94403-1906
- Phone: (650) 312-3000
- Latest filing: 2026-07-23
- Regulatory AUM: $14.1B
- Discretionary AUM: $14.1B
- Clients: 2
- Accounts: 66

## Business model

- Compensation: % of AUM
- Clients served: Investment cos

## Officers, owners & control persons (28)

_Showing 25 of 28 people._

| Name | Role | Location |
| --- | --- | --- |
| Asher Qureshi | CHIEF OPERATING OFFICER - FRANKLIN CRYPTO | New York, NY |
| Fred Steven Jensen | CHIEF COMPLIANCE OFFICER | — |
| Thomas Clifton Merchant | CHIEF LEGAL OFFICER | — |
| Patrick Hugh Edward O'Connor | PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| Leeor Paul Avigdor | TREASURER | — |
| Bjorn Anthony Davis | CHIEF COMPLIANCE OFFICER | — |
| Christopher Robert Perkins | HEAD OF FRANKLIN CRYPTO | — |
| Seth Michael Ginns | CHIEF INVESTMENT OFFICER - FRANKLIN CRYPTO | — |
| FLANAGAN MARTIN LAWRENCE | CHIEF FINANCIAL OFFICER | — |
| MERCHANT THOMAS CLIFTON | CHIEF LEGAL OFFICER | — |
| JOHNSON RUPERT HARRIS | SENIOR VICE PRESIDENT | — |
| POON MONICA WAIFONG | CHIEF COMPLIANCE OFFICER | — |
| TYLE CRAIG STEVEN | CHIEF LEGAL OFFICER | — |
| GULLEY MADISON STERLING | EXECUTIVE VICE PRESIDENT | — |
| PAINTER SHELLY MARIE | TREASURER | — |
| STEARNS TIMOTHY STEVEN | CHIEF COMPLIANCE OFFICER | — |
| LIPPMAN WILLIAM JENNINGS | PRESIDENT | — |
| BAUGHMAN BRUCE CLARK | SENIOR VICE PRESIDENT | — |
| TAYLOR DONALD GREGORY | CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER; SENIOR VICE PRESIDENT | — |
| BECKERLE BREDA MARY | CHIEF COMPLIANCE OFFICER | — |
| LUI DAVID HARRISON | CHIEF COMPLIANCE OFFICER | — |
| JENSEN FRED STEVEN | CHIEF COMPLIANCE OFFICER | — |
| BAIO JAMES ROBERT | SR. VICE PRESIDENT & CFO | — |
| CONSTANT MARK LECHO | TREASURER | — |
| MCGEE MARGARET | CHIEF ADMINISTRATIVE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-07-02 | regulatory | ON JULY 2, 2020, THE SEC ENTERED AN ORDER INSTITUTING ADMINISTRATIVE AND CEASE-AND-DESIST PROCEEDINGS PURSUANT TO SECTION 9(F) OF THE INVESTMENT COMPANY ACT OF 1940 (THE "INVESTMENT COMPANY ACT") AND SECTIONS 203(E) AND 203(K) OF THE INVESTMENT ADVISERS ACT OF 1940 (THE "ADVISERS ACT"), MAKING FINDI… | Final | $250K |


## Private funds (6)

Mix: Hedge Fund 3 · Other Private Fund 3

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| FRANKLIN CRYPTO LIQUID OPPORTUNITIES LP | Hedge Fund | Cayman Islands | 3 | $33.2M | $500K |
| SERIES G LIQUID OPPORTUNITIES LP | Hedge Fund | Cayman Islands | 1 | $6.2M | $20.0M |
| SERIES F LIQUID OPPORTUNITIES LP | Hedge Fund | Cayman Islands | 2 | $6.0M | $15.0M |
| FC SERIES DAT A LP | Other Private Fund | Delaware | 43 | $3.7M | — |
| FC METAVERSAL HOLDINGS (A SERIES OF FC GROWTH INVESTMENTS LLC) | Other Private Fund | Delaware | 9 | $94K | $10K |
| FC TRD (A SERIES OF FC GROWTH INVESTMENTS LLC) | Other Private Fund | Delaware | 13 | $70K | $5K |


## Fund service providers (2)

- custodian: FRANKLIN CRYPTO LIQUID OPPORTUNITIES OFFSHORE LTD
- custodian: FRANKLIN CRYPTO LIQUID OPPORTUNITIES ONSHORE LP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111361/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111361/similar
- Related entities: https://search.stillhousedata.com/firm/111361/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111361

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.