The Putnam Advisory Company, LLC

RIASEC RegisteredEst. 1968

Total AUM

$33.2B

Discretionary

$33.2B

100% of AUM

Avg account

$342M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 106631
Registered since: October 7, 1968
Website: www.putnam.com
Custodians: STATE STREET BANK AND TRUST COMPANY, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles72.41%
Pension & Profit Sharing Plans16.78%
Investment Companies7.54%
Insurance Companies2.13%
HNWI0.61%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Putnam Advisory Company, LLC is a long-established SEC-registered investment adviser that provides portfolio management across pooled vehicles, investment companies and institutional or business clients. The firm operates with a hedge-fund classification and offers fees based on a percentage of assets under management alongside performance-based fee arrangements. It conducts CPO/CTA activities and holds industry affiliations that include broker-dealer relationships, trust company roles and sponsorship or managing-member positions in pooled investment vehicles. The client mix spans high-net-worth individuals and families as well as institutional investors. The firm identifies as an active ESG investor.