Form D · Other Investment Fund

Templeton Global Summits Fund, L.P.

San Mateo, CA · CIK 0001503655

Offering snapshot reported Oct 8, 2026 · SEC filing

Reported sold
$334M
Indefinite offering
Investors reported
61
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Nov 30, 2010
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$218M$436MDec 15, 2010: $200,000.00Dec 15, 2010Jan 13, 2011: $2,800,000.00Mar 11, 2011: $7,050,000.00Apr 14, 2011: $55,700,000.00May 12, 2011: $64,950,000.00Jun 10, 2011: $72,450,000.00Jul 11, 2011: $77,800,000.00Aug 30, 2011: $91,050,000.00Sep 15, 2011: $100,125,000.00Oct 14, 2011: $101,375,000.00Dec 14, 2011: $101,875,000.00Feb 10, 2012: $102,175,000.00Apr 11, 2012: $127,175,000.00May 15, 2012: $130,446,556.00Jun 11, 2012: $133,946,556.00Oct 9, 2012: $136,446,556.00Nov 5, 2012: $140,696,556.00Jan 11, 2013: $150,696,556.00Feb 22, 2013: $151,956,556.00Mar 13, 2013: $153,956,556.00Apr 16, 2013: $228,956,556.00May 20, 2013: $229,456,556.00Jun 18, 2013: $233,356,556.00Jul 22, 2013: $233,856,556.00Aug 15, 2013: $433,856,556.00Feb 14, 2014: $436,156,556.00Mar 24, 2014: $436,234,175.00Dec 16, 2014: $277,834,175.00Feb 13, 2015: $283,684,175.00Jul 30, 2015: $284,103,176.00Oct 7, 2015: $284,103,176.00Feb 16, 2016: $284,453,176.00Feb 9, 2017: $321,453,176.00Sep 10, 2018: $323,453,176.00Sep 23, 2019: $333,553,176.00Sep 10, 2020: $333,553,176.00Oct 4, 2022: $333,553,176.00Sep 28, 2023: $333,553,176.00Sep 30, 2024: $333,553,176.00Dec 18, 2025: $333,553,176.00Oct 8, 2026: $333,553,176.00Oct 8, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 8, 2026Amendment$333,553,176$0vs Dec 18, 202561SEC filing
Dec 18, 2025Amendment$333,553,176$0vs Oct 4, 202261SEC filing
Sep 30, 2024Amendment$333,553,176$0vs Oct 4, 202261SEC filing
Sep 28, 2023Amendment$333,553,176$0vs Oct 4, 202261SEC filing
Oct 4, 2022Amendment$333,553,176$0vs Sep 10, 202061SEC filing
Sep 9, 2021Amendment$333,553,176No comparisonNot reportedSEC filing
Sep 10, 2020Amendment$333,553,176$0vs Sep 23, 201961SEC filing
Sep 23, 2019Amendment$333,553,176$10,100,000vs Sep 10, 201861SEC filing
Sep 10, 2018Amendment$323,453,176$2,000,000vs Feb 9, 201760SEC filing
Feb 9, 2017Amendment$321,453,176$37,000,000vs Feb 16, 201659SEC filing
Feb 16, 2016Amendment$284,453,176$350,000vs Oct 7, 201558SEC filing
Oct 7, 2015Amendment$284,103,176$0vs Jul 30, 201559SEC filing
Jul 30, 2015Amendment$284,103,176$6,269,001vs Dec 16, 201459SEC filing
Feb 13, 2015Amendment$283,684,175$5,850,000vs Dec 16, 201457SEC filing
Dec 16, 2014Amendment$277,834,175-$158,400,000vs Mar 24, 201452SEC filing
Mar 24, 2014Amendment$436,234,175$77,619vs Feb 14, 201452SEC filing
Feb 14, 2014Amendment$436,156,556$2,300,000vs Aug 15, 201352SEC filing
Aug 15, 2013Amendment$433,856,556$200,000,000vs Jul 22, 201352SEC filing
Jul 22, 2013Amendment$233,856,556$500,000vs Jun 18, 201351SEC filing
Jun 18, 2013Amendment$233,356,556$3,900,000vs May 20, 201351SEC filing
May 20, 2013Amendment$229,456,556$500,000vs Apr 16, 201351SEC filing
Apr 16, 2013Amendment$228,956,556$75,000,000vs Mar 13, 201350SEC filing
Mar 13, 2013Amendment$153,956,556$2,000,000vs Feb 22, 201349SEC filing
Feb 22, 2013Amendment$151,956,556$1,260,000vs Jan 11, 201349SEC filing
Jan 11, 2013Amendment$150,696,556$10,000,000vs Nov 5, 201248SEC filing
Nov 5, 2012Amendment$140,696,556$4,250,000vs Oct 9, 201247SEC filing
Oct 9, 2012Amendment$136,446,556$2,500,000vs Jun 11, 201247SEC filing
Jun 11, 2012Amendment$133,946,556$3,500,000vs May 15, 201247SEC filing
May 15, 2012Amendment$130,446,556$3,271,556vs Apr 11, 201245SEC filing
Apr 11, 2012Amendment$127,175,000$25,000,000vs Feb 10, 201244SEC filing
Feb 10, 2012Amendment$102,175,000$300,000vs Dec 14, 201144SEC filing
Dec 14, 2011Amendment$101,875,000$500,000vs Oct 14, 201144SEC filing
Oct 14, 2011Amendment$101,375,000$1,250,000vs Sep 15, 201143SEC filing
Sep 15, 2011Amendment$100,125,000$9,075,000vs Aug 30, 201142SEC filing
Aug 30, 2011Amendment$91,050,000$13,250,000vs Jul 11, 201139SEC filing
Jul 11, 2011Amendment$77,800,000$5,350,000vs Jun 10, 201137SEC filing
Jun 10, 2011Amendment$72,450,000$7,500,000vs May 12, 201133SEC filing
May 12, 2011Amendment$64,950,000$9,250,000vs Apr 14, 201131SEC filing
Apr 14, 2011Amendment$55,700,000$48,650,000vs Mar 11, 201126SEC filing
Mar 11, 2011Amendment$7,050,000$4,250,000vs Jan 13, 201110SEC filing
Jan 13, 2011Amendment$2,800,000$2,600,000vs Dec 15, 20105SEC filing
Dec 15, 2010Initial$200,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$12.6K (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-151958

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Franklin Distributors, LLC109064

Source: Form D, filed Oct 8, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

TEMPLETON GLOBAL SUMMITS FUND, L.P.

Investment adviser: FRANKLIN ADVISERS, INC.

Gross asset value
$4.63M
Beneficial owners
10
ADV minimum commitment
$100K

Reported in Form ADV on Sep 24, 2024. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE BANK OF NEW YORK MELLON ORLANDO, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States
Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

Filing source

Form ADV 1901380 · Sep 24, 2024 · Schedule D 7.B.(1), fund 805-8016800930

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Franklin Advisers Gp, Llc Executive
Inc. Franklin Advisers, Executive
Llc Franklin Advisers Gp, Executive, Promoter
N/A Franklin Advisers Gp, Llc Executive, Promoter
N/A Franklin Advisers, Inc. Executive
Edward B. Jamieson Director, Executive
Peter D. Jones Promoter
Scott M. Lee Promoter
John M. Lusk Director
Edward D Perks Executive
Kent P. Strazza Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Franklin Advisers Gp, Llc One Franklin Parkway 920/2
San Mateo, CA, 94403-1906