The Putnam Advisory Company, LLC

RIASEC Registered

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 operates as an investment adviser organized as an LLC and has been SEC-registered since 1968. The firm is classified in the FINTRX snapshot as a hedge-fund manager that provides portfolio management for investment companies, pooled investment vehicles, and institutional or business clients. Its client base spans individual and family investors as well as institutional accounts. Compensation includes both percentage-of-assets fees and performance-based fees. The firm is registered as a commodities pool operator/commodity trading advisor (CPO/CTA) and is identified as an active ESG investor. FINTRX notes a range of industry affiliations, including relationships with broker-dealers, trust companies, and roles as sponsor or managing member of pooled investment vehicles.