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| Templeton & Phillips Capital Management LLC
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|---|---|
| CRD # | 149101 |
| SEC # | 801-70802 |
| CIK # | 0001961304 |
| AUM | 314.2 M (2026-05-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Brookfield Asset Management Inc | 9.5 | ||
| Amazon Com Inc | 8.1 | ||
| elf Beauty Inc | 6.5 | ||
| YUM China Holdings Inc | 6.4 | ||
| Canadian National Railway Co | 4.4 | ||
| Coca Cola Bottling Co Consolidated /DE/ | 3.9 | ||
| Mexican Economic Development Inc | 3.0 | ||
| Perimeter Solutions Sa | 2.8 | ||
| Alphabet Inc | 2.1 | ||
| Covenant Transportation Group Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | TP Marval India Fund LP | [2026-03-24] | 9.0 M | 10.2 M |
| Filed 2025-09-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Templeton & Phillips Partners Fund LLC | [2021-03-04] | 29.3 M | 46.9 M |
| Filed 2025-06-16 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lauren Templeton Master Funds SPC-The Oxford Templeton International Equity Master Segregated Portfolio | 2016-03-30 | ||
| HF | Lauren Templeton Funds SPC-Global Maximum Pessimism Segregated Portfolio | [2012-03-30] | 45.4 M | 52.5 M |
| Filed 2015-03-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lauren Templeton Global Maximum Pessimism Fund LP | [2012-03-30] | 1.1 M | 1.0 M |
| Filed 2013-03-07 (D/A) · Exemption 505, 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Lauren Templeton Master Funds SPC-Global Maximum Pessimism Master Segregated Portfolio | [2012-03-30] | 45.4 M | 67.1 M |
| Filed 2015-03-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 42 | 74.2 |
| (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 | 2 | 57.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 182.8 |
| (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 | 138 | 314.2 |
| By Discretionary | ||
| Discretionary | 129 | 242.5 |
| Non-Discretionary | 9 | 71.6 |
| Total | 138 | 314.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 100.8 | |
| United States Persons | 213.3 | |
| Total | 138 | 314.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Phillips | Director | 21 | 3 | |
| Scott Phillips | Executive Officer | 20 | 3 | |
| Lauren Templeton | Executive Officer | 3 | 1 | |
| Lauren Templeton Capital Management LLC | Promoter | 2 | 1 | |
| Lauren Templeton Capital Management Ltd | Promoter | 2 | 1 | |
| Templeton and Phillips Capital Management LLC | Promoter | 1 | 1 | |
| David Phillips Jr | Executive Officer | 1 | 1 | |
| Handly Templeton | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001961304] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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