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PUTNAM INVESTMENT MANAGEMENT, LLC
BOSTON, MA
617-292-1000
SEC #801-7974Total AUM
$117.2B
Employees
139Clients
16,431Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 FEDERAL ST
BOSTON
MA 02110
United States
BOSTON
MA 02110
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
617-292-1000
Financials
Total AUM
$117.2B
Accounts
16,432Discretionary
$110.6B
Accounts
16,412Non-Discretionary
$6.7B
Accounts
20
Clients
Individual Clients
16,168AUM
$3.2B
HNW Individual Clients
19AUM
$604.8M
Investment Company Clients
63AUM
$104.3B
Pooled Vehicle Clients
6AUM
$1.5B
Pension/Profit Sharing Plan Clients
39AUM
$8M
Charitable Organization Clients
21AUM
$55.6M
Government Entity Clients
1AUM
$3.2M
Investment Advisor Clients
25AUM
$6.7B
Insurance Company Clients
1AUM
$763.9M
Corporation or Business Clients
87AUM
$126.6M
Other Clients
1AUM
$956.9K
Description of Other Clients
INCUBATED ACCOUNTS/MODEL PORTFOLIOS
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 75 business affiliates.
Claimed Affiliates
Reported as an affiliate by 25 other businesses.