Putnam Investment Management, LLC
Boston, MA·SEC-registered · CRD #106629
Putnam Investment Management, LLC is an SEC-registered investment advisory firm in Boston, MA managing $117B across 16k client accounts, with 72 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$117B
Client accounts
16k
Advisory staff
72
Fee model
Fee-only
How Putnam Investment Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Putnam Investment Management, LLC
How much does Putnam Investment Management, LLC manage?
Per its most recent SEC Form ADV filing (02/03/2026), Putnam Investment Management, LLC reports $117B in regulatory assets under management across roughly 16k client accounts.
How does Putnam Investment Management, LLC charge?
Putnam Investment Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Putnam Investment Management, LLC a fiduciary?
Yes. Putnam Investment Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #106629), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Putnam Investment Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Putnam Investment Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Putnam Investment Management, LLC's public SEC Form ADV filing (CRD #106629, filed 02/03/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Putnam Investment Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Putnam Investment Management, LLC? Claim this profile.