PUTNAM INVESTMENT MANAGEMENT, LLC

CRD 106629 · SEC 801-7974

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100 FEDERAL ST, BOSTON, MA, 02110, United States

Phone

617-292-1000

Fax

617-292-1625

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$117.24B

Discretionary AUM

$110.55B

Team

139 total employees; 72 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-02-03

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)

Client types

Type	Clients	AUM
Individuals	16168	$3.19B
High net worth individuals	19	$604.8M
Investment companies	63	$104.34B
Pooled investment vehicles	6	$1.46B
Pension/profit sharing plans	39	$8.0M
Charitable organizations	21	$55.6M
Other investment advisers	25	$6.68B
Corporations/business entities	87	$126.6M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

Official SEC filing: View on IAPD

PUTNAM INVESTMENT MANAGEMENT, LLC

Services

Client types

States served

All web addresses on file