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| Franklin Managed Options Strategies LLC
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|---|---|
| CRD # | 325732 |
| SEC # | 801-127676 |
| CIK # | 0001987159 |
| AUM | 972.5 M (2025-12-08) |
| Employees | 12 (25% Investors, 8% Brokers) |
| Phone | 888-865-7268 |
| Address | 100 First Stamford Place Stamford, CT 06902 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 19.3 | ||
| Nvidia Corp | 18.1 | ||
| Apple Inc | 12.9 | ||
| Amazon Com Inc | 12.0 | ||
| Alphabet Inc | 10.3 | ||
| Broadcom Inc | 10.0 | ||
| Facebook Inc | 5.7 | ||
| Lilly Eli & Co | 5.0 | ||
| Alphabet Inc | 4.5 | ||
| Wal Mart Stores Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 436 | 722.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 249.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 474 | 972.5 |
| By Discretionary | ||
| Discretionary | 435 | 801.2 |
| Non-Discretionary | 39 | 171.3 |
| Total | 474 | 972.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 972.5 | |
| Total | 474 | 972.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001987159] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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