FRANKLIN PARK

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 09/06/2024
Adviser Type - Large advisory firm
- Pension consultant
Number of Employees 29 3.57%
of those in investment advisory functions 29 3.57%
Registration SEC, Approved, 05/09/2003
AUM* 8,627,543,828 -60.91%
of that, discretionary 8,627,543,828 9.57%
Private Fund GAV* 5,265,850,280 1.97%
Avg Account Size 183,564,762 -51.76%
SMA’s Yes
Private Funds 45 2
Contact Info 610 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
14B 12B 10B 8B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count28 GAV$3,810,580,329
Fund TypeVenture Capital Fund Count17 GAV$1,455,269,951

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser FRAZIER LIFE SCIENCES MANAGEMENT, LP Hedge Fund1.2b Liquidity Fund- Private Equity Fund639.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund881.6m Other Fund- Total Private Fund GAV3.6b AUM3.6b #Funds8
Adviser PETERSON PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund1.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund344.4m Other Fund- Total Private Fund GAV2.1b AUM2.1b #Funds31
Adviser CROSSTIMBERS CAPITAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund425.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund79.4m Other Fund- Total Private Fund GAV584.2m AUM712.9m #Funds16
Adviser 137 VENTURES MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund2.9b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund1.5b Other Fund- Total Private Fund GAV6.0b AUM3.6b #Funds31
Adviser TCV Hedge Fund- Liquidity Fund- Private Equity Fund20.0b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV20.0b AUM20.0b #Funds30
Adviser QUIET CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund221.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund1.6b Other Fund- Total Private Fund GAV3.5b AUM1.9b #Funds60
Adviser GENERATION PARTNERS MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund126.8m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund278.2m Other Fund- Total Private Fund GAV683.2m AUM405.0m #Funds8
Adviser BELIEF, LLC Hedge Fund- Liquidity Fund- Private Equity Fund22.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund13.0m Other Fund- Total Private Fund GAV48.1m AUM- #Funds10
Adviser K1 INVESTMENT MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund14.4b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund1.2b Other Fund- Total Private Fund GAV16.8b AUM15.0b #Funds16
Adviser HOLLENCREST CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund69.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund5.4m Other Fund- Total Private Fund GAV79.8m AUM2.4b #Funds3

Brochure Summary

Overview

Franklin Park (or the “Firm”) was formed in 2003 by a team of investment professionals who formerly worked together at a global private equity consulting and asset management firm. We are 100% employee owned. The firm’s CEO, Bradley Atkins, is the principal majority owner of the firm. Five of our six founders remain actively engaged in our business. We are headquartered in Bala Cynwyd, Pennsylvania, a suburb of Philadelphia and have an office in Dublin, Ireland. We focus exclusively on investment management and investment advisory services in the private markets1. We offer services in all areas of private market investing and portfolio management, as further described below: Our Investment Management and Advisory Services are customized to individual client needs and objectives, and are provided through discretionary, non-discretionary and project-oriented engagements, and include:
• Portfolio Construction Investment policy statement Portfolio evaluation Portfolio modeling
• Investment Selection Private funds Co-Investments
• Portfolio Monitoring Performance reporting Qualitative & quantitative fund analysis Investment administration
• Fund-of-Funds Management
• Separate Accounts Management At the outset of a client engagement, we typically review or document new private markets guidelines as part of our investment planning process with clients. The private markets investment guidelines we establish for our clients incorporate: Clear Objectives: outline investment/financial goals, preferences, and constraints. Flexibility: investing with the best managers in private markets is crucial to developing and maintaining a successful
program. Accordingly, we advocate flexibility in guidelines to allow investors to pursue the best funds available to them. Risk Management: to manage portfolio risk, we advise clients to employ portfolio constraints, such as maximum exposure to early-stage venture funds or maximum exposure to international funds. In addition, our services include research on topics such as regions, sub-asset classes and market studies, portfolio analysis including diversification and benchmarking, and education on various topics including the role of private markets in a portfolio and due diligence techniques. Franklin Park provides investment advisory services to private market funds including private equity, venture capital and co-investment funds. Each fund is managed by a general partner which has the authority to make investment decisions on behalf of the funds, as detailed in Item 10 of this Brochure. Franklin Park serves as the investment advisor to the funds and tailors its advisory services to the investment objectives of each fund. Investors in the funds generally cannot impose restrictions on investing in certain types of securities; however, in certain private funds investors have negotiated certain restrictions on industry-specific investments. 1 Private markets generally means private equity and private debt. The inclusion of private equity, private debt or other alternative asset strategies in an investment portfolio depends on each client’s unique investment guidelines. Item 8 of this Brochure further outlines investment strategies. Part 2A of Form ADV 5 As of September 30, 2023, Franklin Park managed $8.5 billion in client assets on a discretionary basis and $11.2 billion in client assets on a non-discretionary basis.