Investment adviser · CRD 106629

PUTNAM INVESTMENT MANAGEMENT, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Sep 16, 2026

Regulatory AUM: $117B
Client accounts: 16,432
Employees: 139
Advisory professionals: 72

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Investment companies	63	$104,339,359,072	89.0%
Other investment advisers	25	$6,684,889,908	5.7%
Individuals	16,168	$3,193,289,951	2.7%
Pooled investment vehicles	6	$1,458,182,348	1.2%
Insurance companies	Fewer than 5	$763,946,102	0.7%
High-net-worth individuals	19	$604,775,154	0.5%
Corporations & businesses	87	$126,616,591	0.1%
Charities	21	$55,634,444	0.0%
Retirement plans	39	$7,955,890	0.0%
Government entities	Fewer than 5	$3,225,712	0.0%
Other clients	Fewer than 5	$956,881	0.0%

Filing source

Form ADV 2132885 · Sep 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 16, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

100 FEDERAL ST
BOSTON, MA, 02110, United States

CRD 106629

Filing source

Form ADV 2132885 · Sep 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.