The Putnam Advisory Company, LLC

Overview

The Putnam Advisory Company, LLC operates as an SEC-registered investment adviser organized as an LLC and in continuous operation since 1968. The firm is classified within the data as a hedge fund-style manager that serves both high-net-worth individuals and families as well as institutional clients. Its compensation arrangements include AUM-based fees and performance-linked fees, reflecting active strategies that can employ incentive structures typical of pooled or alternative vehicles. On the advisory side the firm provides portfolio management for registered investment companies, pooled investment vehicles and for businesses or institutions. It also has business activity designations consistent with commodity pool operator/commodity trading adviser roles. The adviser is flagged as an active ESG investor and maintains affiliations across the financial services ecosystem, including broker-dealer relationships, trust company roles and sponsorship/management of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives