# FRANKLIN TEMPLETON INSTITUTIONAL, LLC

FRANKLIN TEMPLETON INSTITUTIONAL, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 117384
- Type: SEC-registered investment adviser
- SEC file number: 801-60684
- Location: ONE MADISON AVENUE, SUITE 2100, NEW YORK, NY, 10010
- Phone: (212) 632-3279
- Latest filing: 2026-02-24
- Regulatory AUM: $29.6B
- Discretionary AUM: $29.5B
- Non-discretionary AUM: $130.4M
- Clients: 127
- Accounts: 120

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (55)

_Showing 25 of 55 people._

| Name | Role | Location |
| --- | --- | --- |
| George Michael Stephan | EXECUTIVE VICE PRESIDENT | — |
| Thomas Clifton Merchant | CHIEF LEGAL OFFICER | — |
| Leeor Paul Avigdor | TREASURER | — |
| Jed Andrew Plafker | EXECUTIVE VICE PRESIDENT | — |
| Bjorn Anthony Davis | CHIEF COMPLIANCE OFFICER | — |
| Thomas Alan Meyers | EXECUTIVE VICE PRESIDENT | — |
| Sonal Desai | EXECUTIVE VICE PRESIDENT | — |
| Michael Paul Mccarthy | EXECUTIVE VICE PRESIDENT | — |
| Jonathan Tourtellotte Curtis | EXECUTIVE VICE PRESIDENT | — |
| William Young Yun | EXECUTIVE VICE PRESIDENT | — |
| ANDERSON JEFFREY DOUGLAS | SR. VICE PRESIDENT | — |
| FISHER THEODORE JOHN | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| MERCHANT THOMAS CLIFTON | CHIEF LEGAL OFFICER | — |
| JAMIESON EDWARD BURTON | EXECUTIVE VICE PRESIDENT | — |
| TYLE CRAIG STEVEN | CHIEF LEGAL OFFICER | — |
| GULLEY MADISON STERLING | EXECUTIVE VICE PRESIDENT | — |
| FELICELLI FRANK MICHAEL | EXECUTIVE VICE PRESIDENT | — |
| MOLUMPHY CHRISTOPHER JAMES | EXECUTIVE VICE PRESIDENT | — |
| MCCARTHY MICHAEL PAUL | EXECUTIVE VICE PRESIDENT | — |
| PLAFKER JED ANDREW | EXECUTIVE VICE PRESIDENT | — |
| APPLEGATE JEFFREY MICHAEL | EXEC. VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| STRAZZA KENT PRESTON | PRESIDENT | — |
| YUN WILLIAM YOUNG | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| HARRINGTON TRACY ANN | SR. VP-INSTITUTIONAL MARKETING SUPPORT | — |
| HUTCHENS CHARLES REED | SR. VICE PRESIDENT & DIRECTOR CLIENT SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117384/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117384/similar
- Related entities: https://search.stillhousedata.com/firm/117384/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117384

---

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.