firm profile
Putnam Investment Management, LLC
Overview
Putnam Investment Management, LLC is an SEC registered investment adviser based in Boston, MA, registered since 1971. It reports $117B in assets under management across 16,432 accounts, with 139 employees. It has 57 investment adviser representatives.
- Reported AUM
- $117B
- Discretionary
- 94%
- Accounts
- 16,432
- Average account
- $7.1M
- Employees
- 139
- Advisory reps
- 57
- Registered since
- 1971
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 8
- Richard Shepherd Perkins President CRD 2446072
- James F Clark Chief Compliance Officer CRD 6607431
- Lindsey Oshita Chief Financial Officer CRD 7183188
5 more executive officers, with direct contact details
Advisory reps 3 of 57
- Brett Brian Abilheira-Cargill Registered Rep · Investment Adviser Rep CRD 7357808
- Megan Lynne Averitt Registered Rep · Investment Adviser Rep CRD 6560584
- Caitlin G Baggeroer Registered Rep · Investment Adviser Rep CRD 5885751
54 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 100 Federal St
Boston, MA 02110 - County
- Suffolk
- Metro area
- Boston-Cambridge-Newton, MA-NH
- Region
- Northeast
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: putnam.com
Every state, with registration dates
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