Franklin Park (or the “Firm”) was formed in 2003 by a team of investment professionals who formerly
worked together at a global private equity consulting and asset management firm. We are 100%
employee owned. The firm’s CEO, Bradley Atkins, is the principal majority owner of the firm. Five of our six
founders remain actively engaged in our business. We are headquartered in Bala Cynwyd, Pennsylvania, a
suburb of Philadelphia and have an office in Dublin, Ireland.
We focus exclusively on investment management and investment advisory services in the private markets
1.
We offer services in all areas of private market investing and portfolio management, as further described
below:
Our Investment Management and Advisory Services are customized to individual client needs and
objectives, and are provided through discretionary, non-discretionary and project-oriented engagements,
and include:
• Portfolio Construction
Investment policy statement
Portfolio evaluation
Portfolio modeling
• Investment Selection
Private funds
Co-Investments
• Portfolio Monitoring
Performance reporting
Qualitative & quantitative fund analysis
Investment administration
• Fund-of-Funds Management
• Separate Accounts Management
At the outset of a client engagement, we typically review or document new private markets guidelines as
part of our investment planning process with clients. The private markets investment guidelines we
establish for our clients incorporate:
Clear Objectives: outline investment/financial goals, preferences, and constraints.
Flexibility: investing with the best managers in private markets is crucial to developing and
maintaining a successful
program. Accordingly, we advocate flexibility in guidelines to allow investors
to pursue the best funds available to them.
Risk Management: to manage portfolio risk, we advise clients to employ portfolio constraints, such as
maximum exposure to early-stage venture funds or maximum exposure to international funds.
In addition, our services include research on topics such as regions, sub-asset classes and market studies,
portfolio analysis including diversification and benchmarking, and education on various topics including
the role of private markets in a portfolio and due diligence techniques.
Franklin Park provides investment advisory services to private market funds including private equity,
venture capital and co-investment funds. Each fund is managed by a general partner which has the
authority to make investment decisions on behalf of the funds, as detailed in Item 10 of this Brochure.
Franklin Park serves as the investment advisor to the funds and tailors its advisory services to the
investment objectives of each fund. Investors in the funds generally cannot impose restrictions on
investing in certain types of securities; however, in certain private funds investors have negotiated certain
restrictions on industry-specific investments.
1 Private markets generally means private equity and private debt. The inclusion of private equity, private debt or other alternative asset
strategies in an investment portfolio depends on each client’s unique investment guidelines. Item 8 of this Brochure further outlines
investment strategies.
Part 2A of Form ADV 5
As of September 30, 2023, Franklin Park managed $8.5 billion in client assets on a discretionary basis and
$11.2 billion in client assets on a non-discretionary basis.