Franklin Park Associates, Llc
- Regulatory AUM
- $10.2B
- Discretionary
- $10.2B
- Clients
- 52
- Avg AUM / client
- $196M
- Accounts
- 52
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 49 | $8.1B | 79.5% |
| Pension and profit sharing plans | 1 | $444M | 4.35% |
| Charitable organizations | 1 | $544M | 5.33% |
| State or municipal government entities | 1 | $1.1B | 10.8% |
Private funds (45)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $5.3B combined gross assets
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Massachusetts Laborers' Pension Fund Board Of Trustees Of Massachusetts Laborers' Pension Fund | 2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Atkins, Bradley, Theodore | Managing Member/Chief Executive Officer | Apr 2003 (23y) | 25% – 50% | |
| Bacine, Michael, D | Managing Member/Managing Director | Apr 2003 (23y) | 10% – 25% | |
| Hartmann, Karl, J | Managing Member/Chief Operating Officer | Apr 2003 (23y) | 10% – 25% | |
| Mcgovern, James, Bernard | Managing Member/Managing Director | Apr 2003 (23y) | 10% – 25% | |
| Chowdhury, Ritujoy | Member/Managing Director | Mar 2005 (21y) | 5% – 10% | |
| O'connor, Kristine, Ann Loftus | Chief Financial Officer | Jan 2008 (19y) | Less than 5% | |
| Brasch, Laure, A. | Managing Director, Chief Compliance Officer | Dec 2008 (18y) | Less than 5% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (45, $5.3B gross assets)
Top 25 of 45 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Massachusetts Laborers' Pension Fund | Board Of Trustees Of Massachusetts Laborers' Pension Fund | 10,031 | $2.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 11.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $1.6B (16% of AUM) Mar 2026
- State Street $444M (4% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗