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| Happy Holidays!! thanks for using AUM13F!! |
| Templeton & Phillips Capital Management LLC
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| CRD # | 149101 |
| SEC # | 801-70802 |
| CIK # | 0001961304 |
| AUM | $278.1 M (2025-05-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 423-826-0944 |
| Address | 810 Scenic Highway Lookout Mountain, TN 37350 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 13.7 | ||
| HDFC Bank Ltd | 10.5 | ||
| Dollar General Corp | 10.4 | ||
| VISA Inc | 10.3 | ||
| Unilever PLC | 9.2 | ||
| Brookfield Asset Management Inc | 8.5 | ||
| Perimeter Solutions Sa | 2.6 | ||
| Papa Johns International Inc | 2.6 | ||
| Coca Cola Bottling Co Consolidated /DE/ | 2.2 | ||
| Alphabet Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Templeton & Phillips Partners Fund LLC | [2021-03-04] | 29.3 | 43.1 |
| HF | Lauren Templeton Master Funds Spc-The Oxford Templeton International Equity Master Segregated Portfolio | 2016-03-30 | 0.0 | |
| HF | Lauren Templeton Funds Spc-Global Maximum Pessimism Segregated Portfolio | [2012-03-30] | 45.4 | 52.5 |
| HF | Lauren Templeton Global Maximum Pessimism Fund LP | [2012-03-30] | 1.1 | 1.0 |
| HF | Lauren Templeton Master Funds Spc-Global Maximum Pessimism Master Segregated Portfolio | [2012-03-30] | 45.4 | 67.1 |
| 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) | 26 | 91.1 |
| (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 | 1 | 43.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 143.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 109 | 278.1 |
| By Discretionary | ||
| Discretionary | 102 | 229.5 |
| Non-Discretionary | 7 | 48.6 |
| Total | 109 | 278.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 85.0 | |
| United States Persons | 193.1 | |
| Total | 109 | 278.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Phillips | 21 | ||
| Scott Phillips | 20 | ||
| Lauren Templeton | 3 | ||
| Lauren Templeton Capital Management LLC | 2 | ||
| Lauren Templeton Capital Management Ltd | 2 | ||
| Templeton & Phillips Capital Management LLC | 1 | ||
| Handly Templeton | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001961304] |
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