TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC

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Adviser Profile
As of Date 04/09/2024
Adviser Type - Large advisory firm
Number of Employees 2 -33.33%
of those in investment advisory functions 2
Registration SEC, Approved, 11/25/2009
AUM* 202,423,580 13.90%
of that, discretionary 161,673,065 14.61%
Private Fund GAV* 30,586,984 16.59%
Avg Account Size 2,562,324 31.21%
% High Net Worth 77.14% -20.10%
SMA’s Yes
Private Funds 1
Contact Info 423 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
167M 143M 119M 95M 72M 48M 24M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$30,586,984

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Brochure Summary

Overview

Advisory Services 4.A. Advisory Firm Description Templeton & Phillips Capital Management, LLC (“TPCM” or “Adviser”) was formed in 2001 by Lauren Templeton. TPCM’s specific focus is on the potential advantages of value investing. Lauren Templeton is the principal owner of the firm. 4.B. Types of Advisory Services TPCM provides investment advisory and management services as a discretionary investment adviser to (1) institutional and retail separate account clients and (2) as a discretionary investment adviser to a privately placed pooled investment vehicle (the "Private Fund”). TPCM portfolio strategies may include investments in common stocks, preferred stocks, warrants, investment companies, and derivatives such as options. TPCM may also recommend other investment advisers to clients as part of their overall asset allocation. Our advice is generally limited to these types of investments. 4.C. Client Investment Objectives/Restrictions Investments for separately managed
client accounts are managed in accordance with each client’s stated investment objectives, strategies, restrictions, and guidelines. Investments for the Private Fund are managed in accordance with the fund’s investment objective, strategies, and restrictions. They are not tailored to the individualized needs of any particular investor in the fund (each an “Investor”). Therefore, Investors should consider whether the fund meets their investment objectives and risk tolerance prior to investing. Information about the Private Fund can be found in its offering documents, including its private placement memorandum (“PPM”), which will be available to current and prospective investors only through TPCM or another authorized party. 4.D. Wrap-Fee Programs TPCM does not participate in, nor is it a sponsor of, any wrap fee programs. 4.E. Assets Under Management as of 12/31/2023: Discretionary basis: $161,673,065; 72 accounts Non-Discretionary basis: $40,750,515; 7 accounts