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The Putnam Advisory Company
The Putnam Advisory Company, LLC is an SEC-registered investment adviser in Boston, MA, since 1968. It manages approximately $33.2 billion in assets.
The Putnam Advisory Company
The Putnam Advisory Company, LLC is an SEC-registered investment adviser in Boston, MA, since 1968. It manages approximately $33.2 billion in assets. The firm has 7 employees and 7 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Boston
Corporate office
Boston, MA, United States
Sector focus
Frequently asked questions
Who manages investment decisions at The Putnam Advisory Company?
The firm is a single-family office for the Putnam family, but the specific principals involved in day-to-day investment decisions are not publicly named. The office is staffed by a small team of professionals operating out of Boston.
How is The Putnam Advisory Company related to Putnam Investments?
The Putnam Advisory Company is a separate entity managing the personal wealth of the Putnam family. Putnam Investments, the mutual fund firm founded by George Putnam in 1937, was sold to Power Financial Corporation in 2007 and is now part of Franklin Templeton. The family office has no operational ties to the fund manager.
What investment strategies does The Putnam Advisory Company pursue?
The office runs a diversified portfolio across public equities, fixed income, private equity, and real estate. It takes a long-term, value-oriented approach and participates in direct private investments and co-investments.
Does The Putnam Advisory Company accept outside capital?
No. The firm operates as a single-family office and does not manage external assets. All capital in the office belongs to the Putnam family.
What is the geographic focus of the portfolio?
The portfolio is primarily concentrated in North America, with some exposure to international markets, typically through co-investments with partners (public record).
Does The Putnam Advisory Company engage in philanthropy?
The office supports the family's philanthropic activities, though specific foundation names or structures are not disclosed in public sources.
What is the approximate size of The Putnam Advisory Company's investment team?
The team size is not publicly disclosed. As a single-family office, it is likely lean compared to institutional managers, with a focus on overseeing multi-generational wealth.
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