Data / Investment advisers / Massachusetts / The Putnam Advisory Company, LLC
The Putnam Advisory Company, LLC, Boston, MA: $33.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Putnam Advisory Company, LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $33.2 billion in regulatory assets under management in its Form ADV filed September 16, 2026. Its clients include pooled investment vehicles, pension and profit sharing plans and investment companies. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.
The request: Watch The Putnam Advisory Company, LLC (CRD number 106631): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 106631
- SEC file number
- 801-5097
- SEC status
- Approved, effective October 7, 1968
- Main office
- 100 Federal St, Boston, MA 02110
- Phone
- (617) 292-1000
- Regulatory AUM
- $33,189,776,888 in the Form ADV filed September 16, 2026
- Discretionary AUM
- $33,189,776,888
- Accounts
- 97
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $68,946,238
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 72 | $24.03 billion |
| Pension and profit sharing plans | 8 | $5.57 billion |
| Investment companies | 6 | $2.50 billion |
| Insurance companies | Fewer than 5 | $706.9 million |
| High net worth individuals | 5 | $201.7 million |
| Charitable organizations | Fewer than 5 | $142.7 million |
| State or municipal government entities | Fewer than 5 | $34.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $33.19 billion | December 24, 2025 |
| December 1, 2025 | $41.47 billion | January 2, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| SCS Capital Management LLC | Boston | $48.65 billion | 62 | adviserinfo.sec.gov |
| Manulife Investment Management Private Markets (US) LLC | Boston | $48.31 billion | 44 | adviserinfo.sec.gov |
| Panagora Asset Management Inc | Boston | $44.13 billion | 9 | adviserinfo.sec.gov |
| Summit Partners, L.P. | Boston | $42.01 billion | 87 | adviserinfo.sec.gov |
| 55ip | Boston | $36.74 billion | Not listed | adviserinfo.sec.gov |
| PSG Equity L.L.C. | Boston | $30.18 billion | 56 | adviserinfo.sec.gov |
| Westfield Capital Management Company, L.P. | Boston | $29.81 billion | 2 | adviserinfo.sec.gov |
| Berkshire Partners LLC | Boston | $29.00 billion | 26 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- The Putnam Advisory Company, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.