Data / Investment advisers / New Jersey / Franklin Mutual Advisers, LLC
Franklin Mutual Advisers, LLC, Short Hills, NJ: $42.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Franklin Mutual Advisers, LLC is an SEC registered investment adviser with its main office in Short Hills, New Jersey and reports $42.6 billion in regulatory assets under management in its Form ADV filed September 16, 2026. Its clients include investment companies, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 111376
- SEC file number
- 801-53068
- SEC status
- Approved, effective October 10, 1996
- Main office
- 101 John F. Kennedy Parkway, Short Hills, NJ 07078
- Phone
- (973) 912-2000
- Website
- njbest.com
- Regulatory AUM
- $42,587,130,807 in the Form ADV filed September 16, 2026
- Discretionary AUM
- $42,476,348,496
- Non discretionary AUM
- $110,782,311
- Accounts
- 68
- Employees
- 52, of which 37 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 16 | $33.03 billion |
| Pooled investment vehicles | 29 | $6.48 billion |
| High net worth individuals | 17 | $2.89 billion |
| Other investment advisers | Fewer than 5 | $110.8 million |
| Charitable organizations | Fewer than 5 | $64 million |
| Corporations or other businesses | Fewer than 5 | $11.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $42.59 billion | December 23, 2025 |
| December 1, 2025 | $42.62 billion | December 24, 2024 |
Other advisers in Short Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Appaloosa LP | Short Hills | $20.40 billion | 2 | adviserinfo.sec.gov |
| Blueprint Capital Advisors LLC | Short Hills | $1.79 billion | 5 | adviserinfo.sec.gov |
| Columbus Hill Capital Management, L.P. | Short Hills | $1.61 billion | 4 | adviserinfo.sec.gov |
| Embassy Asset Management LP | Short Hills | $774 million | 2 | adviserinfo.sec.gov |
| Compass Private Wealth Group LLC | Short Hills | $113.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Short Hills, NJ
- Investment advisers in New Jersey
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Franklin Mutual Advisers, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.