THE PUTNAM ADVISORY COMPANY, LLC

Overview

The Putnam Advisory Company, LLC is a long-established SEC-registered investment adviser that operates as a limited liability company and is classified in filings as a hedge fund manager. It serves both high‑net‑worth individuals and institutional clients and operates across multiple advisory capacities, including portfolio management for investment companies, pooled investment vehicles and businesses or institutions. The firm charges both a percentage‑of‑assets management fee and performance‑based fees, and it reports active incorporation of ESG factors into its investment process. Investment activity shows a clear emphasis on liquid public markets—exchange‑traded equities are the primary implementation vehicle for separate account work—while the firm also maintains allocations to a range of alternative strategies. The firm’s business footprint includes CPO/CTA activity and roles as sponsor or managing member of pooled vehicles, indicating both product manufacturing and manager/operating responsibilities across public and private structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices