PUTNAM ADVISORY CO LLC
Boston, MA · CIK 81238 · 13F filing filed 2026-08-13
SEC-registered investment adviser since 1968 · limited liability company
- Assets managed$33.2bn
- Staff7 · 7 in investment roles
- Main clients (by assets)Private funds 72%, Pension plans 17%, Mutual funds and ETFs 8%
- Private funds3 (3 hedge) · $68.9m gross assets
- Form ADV · 2026-09-16SEC adviser record
- Legal entityTHE PUTNAM ADVISORY COMPANY, LLC (US)
- Part of Franklin Templeton, Inc. (US)
Other 13F filers in this group: FRANKLIN RESOURCES INC $461.9bn, ROYCE & ASSOCIATES LP $12.4bn, CLEARBRIDGE INVESTMENT MANAGEMENT LTD files a notice, FRANKLIN ADVISERS INC files a notice, FRANKLIN ADVISORY SERVICES LLC files a notice, FRANKLIN MUTUAL ADVISERS LLC files a notice, FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LTD files a notice, Franklin Templeton International Services S.a r.l files a notice, PUTNAM INVESTMENT MANAGEMENT LLC files a notice, TEMPLETON ASSET MANAGEMENT LTD files a notice
3 more
TEMPLETON GLOBAL ADVISORS LTD files a notice, TEMPLETON INVESTMENT COUNSEL LLC files a notice, Western Asset Management Company, LLC last filed Q3 2025
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.