Wealth Manager
    SEC Registered

    Putnam Investment Management, LLC

    Registered investment advisor · Boston, Massachusetts · CRD #106629

    Assets Under Management
    $117.2B
    Client Accounts
    16,432
    Employees
    139
    CRD Number
    106629
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Putnam Investment Management, LLC

    Putnam Investments is a global money management firm with over 80 years of experience, founded in 1937. The company operates as a diversified asset manager, serving investors worldwide from its offices in Boston, London, and Singapore. As of May 2021, Putnam managed $198 billion in assets and is a subsidiary of Franklin Templeton. Putnam offers a range of investment strategies, including active equity funds, structured credit solutions, and target-date portfolios. Their services also include po

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Putnam Investment Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Putnam Investment Management, LLC's AUM?

    Putnam Investment Management, LLC reports approximately $117.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Putnam Investment Management, LLC headquartered?

    Putnam Investment Management, LLC is headquartered in Boston, Massachusetts.

    What is Putnam Investment Management, LLC's CRD number?

    Putnam Investment Management, LLC's CRD number is 106629. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Putnam Investment Management, LLC manage?

    Putnam Investment Management, LLC manages approximately 16,432 client accounts according to its latest SEC filing.

    Is Putnam Investment Management, LLC SEC registered?

    Yes, Putnam Investment Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Massachusetts

    Fidelity Management & Research Company LLC
    Boston, MA · $5.7T AUM
    Geode Capital Management, LLC
    Boston, MA · $1.7T AUM
    Wellington Management Company LLP
    Boston, MA · $1.4T AUM
    Ssga Funds Management, Inc.
    Boston, MA · $1.4T AUM
    Strategic Advisers LLC
    Boston, MA · $1.4T AUM
    Mfs Investment Management
    Boston, MA · $514.1B AUM
    See all top RIA firms in Massachusetts →

    Research firms like Putnam Investment Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial