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Templeton & Phillips Capital Management, LLC

EST. AUM
$314,151,887

CONTACTS
2

CLIENT ACCOUNTS
138

Firm Details

Metro area Chattanooga
CRD Number 149101
Website templetonandphillips.com
Client types

Overview

Templeton and Phillips Capital Management, LLC is an investment firm based in Lookout Mountain, Tennessee, specializing in value-focused investment strategies. Founded in 2001 by Lauren Templeton with support from investment legend Sir John Templeton, the firm offers services to high-net-worth individuals, families, and institutions. Its offerings include separately managed accounts, advisory and consulting services, and two private funds: the Templeton and Phillips Partners Fund (a global value fund) and the TP Marval India Fund (focused exclusively on Indian markets in partnership with Marval Capital, Ltd.). The firm also provides Outsourced Chief Investment Officer (OCIO) services for broader asset allocation needs.

Platform Details

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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