THE PUTNAM ADVISORY COMPANY, LLC
CRD #106631 SEC #801-5097 BOSTON, MA 617-292-1000
SEC Registered Private Funds Disclosures
Total AUM
$33.2B
Discretionary
$33.2B
Employees
7
Clients
--
Accounts
97
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $33.2B | $33.2B | $0 | 7 | 1 |
| Jan 2025 | $41.5B | $32B | $9.5B | 7 | 0 |
| Dec 2024 | $41.5B | $32B | $9.5B | 7 | 0 |
| Oct 2024 | $65.6B | $29.9B | $35.8B | 7 | 0 |
| Sep 2024 | $65.6B | $29.9B | $35.8B | 7 | 0 |
| Mar 2024 | $65.6B | $29.9B | $35.8B | 7 | 0 |
| Jan 2024 | $63.8B | $29.4B | $34.5B | 40 | 0 |
| Oct 2023 | $63.8B | $29.4B | $34.5B | 40 | 0 |
| Jun 2023 | $63.8B | $29.4B | $34.5B | 40 | 0 |
| Mar 2023 | $63.8B | $29.4B | $34.5B | 40 | 0 |
| Feb 2023 | $80.6B | $42.3B | $38.3B | 37 | 0 |
| Sep 2022 | $80.6B | $42.3B | $38.3B | 37 | 0 |
| Mar 2022 | $80.6B | $42.3B | $38.3B | 37 | 0 |
| Mar 2022 | $80.6B | $42.3B | $38.3B | 37 | 0 |
| Jul 2021 | $88.8B | $50.8B | $38B | 37 | 0 |
| Mar 2021 | $88.8B | $50.8B | $38B | 37 | 0 |
| Jan 2021 | $66.5B | $38.5B | $28B | 35 | 0 |
| Oct 2020 | $66.5B | $38.5B | $28B | 35 | 0 |
| Mar 2020 | $66.5B | $38.5B | $28B | 35 | 0 |
| Aug 2019 | $49B | $31.3B | $17.7B | 35 | 0 |
| May 2019 | $49B | $31.3B | $17.7B | 35 | 0 |
| Mar 2019 | $49B | $31.3B | $17.7B | 35 | 0 |
| Dec 2018 | $45.6B | $30B | $15.6B | 28 | 0 |
| Nov 2018 | $45.6B | $30B | $15.6B | 28 | 0 |
| Nov 2018 | $45.6B | $30B | $15.6B | 28 | 0 |
| Sep 2018 | $45.6B | $30B | $15.6B | 28 | 0 |
| Jun 2018 | $45.6B | $30B | $15.6B | 28 | 0 |
| Apr 2018 | $45.6B | $30B | $15.6B | 28 | 0 |
| Mar 2018 | $45.6B | $30B | $15.6B | 28 | 0 |
| Jan 2018 | $46.2B | $28.8B | $17.5B | 25 | 0 |
| Jun 2017 | $46.2B | $28.8B | $17.5B | 25 | 101 |
| Mar 2017 | $46.2B | $28.8B | $17.5B | 25 | 101 |
| Nov 2016 | $37.8B | $26.6B | $11.2B | 26 | 101 |
| Apr 2016 | $37.8B | $26.6B | $11.2B | 26 | 101 |
| Mar 2016 | $37.8B | $26.6B | $11.2B | 26 | 101 |
| Feb 2016 | $37.7B | $26.2B | $11.6B | 53 | 101 |
| Apr 2015 | $37.7B | $26.2B | $11.6B | 53 | 101 |
| Mar 2015 | $37.7B | $26.2B | $11.6B | 53 | 101 |
| Feb 2015 | $39.2B | $28B | $11.1B | 46 | 101 |
| Oct 2014 | $39.2B | $28B | $11.1B | 46 | 101 |
| May 2014 | $39.2B | $28B | $11.1B | 46 | 101 |
| May 2014 | $39.2B | $28B | $11.1B | 46 | 101 |
| Mar 2014 | $39.2B | $28B | $11.1B | 46 | 101 |
| Oct 2013 | $44.4B | $31.4B | $13B | 41 | 101 |
| Oct 2013 | $44.4B | $31.4B | $13B | 41 | 101 |
| Sep 2013 | $44.4B | $31.4B | $13B | 41 | 101 |
| Jul 2013 | $44.4B | $31.4B | $13B | 41 | 101 |
| Apr 2013 | $44.4B | $31.4B | $13B | 41 | 101 |
| Mar 2013 | $44.4B | $31.4B | $13B | 41 | 101 |
| Jan 2013 | $46.5B | $33.7B | $12.9B | 40 | 101 |
| Jan 2013 | $46.5B | $33.7B | $12.9B | 40 | 101 |
| Oct 2012 | $46.5B | $33.7B | $12.9B | 51 | 101 |
| Jun 2012 | $46.5B | $33.7B | $12.9B | 51 | 101 |
| Apr 2012 | $46.5B | $33.7B | $12.9B | 51 | 101 |
| Mar 2012 | $46.5B | $33.7B | $12.9B | 51 | 101 |
| Mar 2011 | $38B | $38B | $4.9M | 51 | -- |
| Mar 2010 | $37.6B | $37.5B | $64.6M | 251 | -- |
| Mar 2009 | $34.8B | $34.8B | $4.2M | 251 | -- |
| Mar 2009 | $46.7B | $46.6B | $93.7M | 251 | -- |
| Jan 2008 | $40.3B | $40.2B | $95.8M | 251 | -- |
| Nov 2007 | $40.3B | $40.2B | $95.8M | 251 | -- |
| Aug 2007 | $40.3B | $40.2B | $95.8M | 251 | -- |
| Mar 2007 | $40.3B | $40.2B | $95.8M | 251 | -- |
| Sep 2005 | $46.6B | $46B | $646.4M | 501 | -- |
| Feb 2005 | $63.8B | $62.7B | $1.1B | 501 | -- |
| Jan 2005 | $63.8B | $62.7B | $1.1B | 501 | -- |
| Aug 2004 | $63.8B | $62.7B | $1.1B | 501 | -- |
| Jul 2004 | $63.8B | $62.7B | $1.1B | 501 | -- |
| Jul 2004 | $63.8B | $62.7B | $1.1B | 501 | -- |
| Mar 2004 | $63.8B | $62.7B | $1.1B | 501 | -- |
| Nov 2003 | $68B | $67B | $1.1B | 501 | -- |
| Mar 2002 | $70.5B | $69.9B | $671.1M | 501 | -- |
| Oct 2001 | $62.7B | $62.5B | $212.4M | 501 | -- |
DateDec 2025
Total AUM$33.2B
Discretionary$33.2B
Non-Disc.$0
Employees7
Clients1
DateJan 2025
Total AUM$41.5B
Discretionary$32B
Non-Disc.$9.5B
Employees7
Clients0
DateDec 2024
Total AUM$41.5B
Discretionary$32B
Non-Disc.$9.5B
Employees7
Clients0
DateOct 2024
Total AUM$65.6B
Discretionary$29.9B
Non-Disc.$35.8B
Employees7
Clients0
DateSep 2024
Total AUM$65.6B
Discretionary$29.9B
Non-Disc.$35.8B
Employees7
Clients0
DateMar 2024
Total AUM$65.6B
Discretionary$29.9B
Non-Disc.$35.8B
Employees7
Clients0
DateJan 2024
Total AUM$63.8B
Discretionary$29.4B
Non-Disc.$34.5B
Employees40
Clients0
DateOct 2023
Total AUM$63.8B
Discretionary$29.4B
Non-Disc.$34.5B
Employees40
Clients0
DateJun 2023
Total AUM$63.8B
Discretionary$29.4B
Non-Disc.$34.5B
Employees40
Clients0
DateMar 2023
Total AUM$63.8B
Discretionary$29.4B
Non-Disc.$34.5B
Employees40
Clients0
DateFeb 2023
Total AUM$80.6B
Discretionary$42.3B
Non-Disc.$38.3B
Employees37
Clients0
DateSep 2022
Total AUM$80.6B
Discretionary$42.3B
Non-Disc.$38.3B
Employees37
Clients0
DateMar 2022
Total AUM$80.6B
Discretionary$42.3B
Non-Disc.$38.3B
Employees37
Clients0
DateMar 2022
Total AUM$80.6B
Discretionary$42.3B
Non-Disc.$38.3B
Employees37
Clients0
DateJul 2021
Total AUM$88.8B
Discretionary$50.8B
Non-Disc.$38B
Employees37
Clients0
DateMar 2021
Total AUM$88.8B
Discretionary$50.8B
Non-Disc.$38B
Employees37
Clients0
DateJan 2021
Total AUM$66.5B
Discretionary$38.5B
Non-Disc.$28B
Employees35
Clients0
DateOct 2020
Total AUM$66.5B
Discretionary$38.5B
Non-Disc.$28B
Employees35
Clients0
DateMar 2020
Total AUM$66.5B
Discretionary$38.5B
Non-Disc.$28B
Employees35
Clients0
DateAug 2019
Total AUM$49B
Discretionary$31.3B
Non-Disc.$17.7B
Employees35
Clients0
DateMay 2019
Total AUM$49B
Discretionary$31.3B
Non-Disc.$17.7B
Employees35
Clients0
DateMar 2019
Total AUM$49B
Discretionary$31.3B
Non-Disc.$17.7B
Employees35
Clients0
DateDec 2018
Total AUM$45.6B
Discretionary$30B
Non-Disc.$15.6B
Employees28
Clients0
DateNov 2018
Total AUM$45.6B
Discretionary$30B
Non-Disc.$15.6B
Employees28
Clients0
DateNov 2018
Total AUM$45.6B
Discretionary$30B
Non-Disc.$15.6B
Employees28
Clients0
DateSep 2018
Total AUM$45.6B
Discretionary$30B
Non-Disc.$15.6B
Employees28
Clients0
DateJun 2018
Total AUM$45.6B
Discretionary$30B
Non-Disc.$15.6B
Employees28
Clients0
DateApr 2018
Total AUM$45.6B
Discretionary$30B
Non-Disc.$15.6B
Employees28
Clients0
DateMar 2018
Total AUM$45.6B
Discretionary$30B
Non-Disc.$15.6B
Employees28
Clients0
DateJan 2018
Total AUM$46.2B
Discretionary$28.8B
Non-Disc.$17.5B
Employees25
Clients0
DateJun 2017
Total AUM$46.2B
Discretionary$28.8B
Non-Disc.$17.5B
Employees25
Clients101
DateMar 2017
Total AUM$46.2B
Discretionary$28.8B
Non-Disc.$17.5B
Employees25
Clients101
DateNov 2016
Total AUM$37.8B
Discretionary$26.6B
Non-Disc.$11.2B
Employees26
Clients101
DateApr 2016
Total AUM$37.8B
Discretionary$26.6B
Non-Disc.$11.2B
Employees26
Clients101
DateMar 2016
Total AUM$37.8B
Discretionary$26.6B
Non-Disc.$11.2B
Employees26
Clients101
DateFeb 2016
Total AUM$37.7B
Discretionary$26.2B
Non-Disc.$11.6B
Employees53
Clients101
DateApr 2015
Total AUM$37.7B
Discretionary$26.2B
Non-Disc.$11.6B
Employees53
Clients101
DateMar 2015
Total AUM$37.7B
Discretionary$26.2B
Non-Disc.$11.6B
Employees53
Clients101
DateFeb 2015
Total AUM$39.2B
Discretionary$28B
Non-Disc.$11.1B
Employees46
Clients101
DateOct 2014
Total AUM$39.2B
Discretionary$28B
Non-Disc.$11.1B
Employees46
Clients101
DateMay 2014
Total AUM$39.2B
Discretionary$28B
Non-Disc.$11.1B
Employees46
Clients101
DateMay 2014
Total AUM$39.2B
Discretionary$28B
Non-Disc.$11.1B
Employees46
Clients101
DateMar 2014
Total AUM$39.2B
Discretionary$28B
Non-Disc.$11.1B
Employees46
Clients101
DateOct 2013
Total AUM$44.4B
Discretionary$31.4B
Non-Disc.$13B
Employees41
Clients101
DateOct 2013
Total AUM$44.4B
Discretionary$31.4B
Non-Disc.$13B
Employees41
Clients101
DateSep 2013
Total AUM$44.4B
Discretionary$31.4B
Non-Disc.$13B
Employees41
Clients101
DateJul 2013
Total AUM$44.4B
Discretionary$31.4B
Non-Disc.$13B
Employees41
Clients101
DateApr 2013
Total AUM$44.4B
Discretionary$31.4B
Non-Disc.$13B
Employees41
Clients101
DateMar 2013
Total AUM$44.4B
Discretionary$31.4B
Non-Disc.$13B
Employees41
Clients101
DateJan 2013
Total AUM$46.5B
Discretionary$33.7B
Non-Disc.$12.9B
Employees40
Clients101
DateJan 2013
Total AUM$46.5B
Discretionary$33.7B
Non-Disc.$12.9B
Employees40
Clients101
DateOct 2012
Total AUM$46.5B
Discretionary$33.7B
Non-Disc.$12.9B
Employees51
Clients101
DateJun 2012
Total AUM$46.5B
Discretionary$33.7B
Non-Disc.$12.9B
Employees51
Clients101
DateApr 2012
Total AUM$46.5B
Discretionary$33.7B
Non-Disc.$12.9B
Employees51
Clients101
DateMar 2012
Total AUM$46.5B
Discretionary$33.7B
Non-Disc.$12.9B
Employees51
Clients101
DateMar 2011
Total AUM$38B
Discretionary$38B
Non-Disc.$4.9M
Employees51
Clients--
DateMar 2010
Total AUM$37.6B
Discretionary$37.5B
Non-Disc.$64.6M
Employees251
Clients--
DateMar 2009
Total AUM$34.8B
Discretionary$34.8B
Non-Disc.$4.2M
Employees251
Clients--
DateMar 2009
Total AUM$46.7B
Discretionary$46.6B
Non-Disc.$93.7M
Employees251
Clients--
DateJan 2008
Total AUM$40.3B
Discretionary$40.2B
Non-Disc.$95.8M
Employees251
Clients--
DateNov 2007
Total AUM$40.3B
Discretionary$40.2B
Non-Disc.$95.8M
Employees251
Clients--
DateAug 2007
Total AUM$40.3B
Discretionary$40.2B
Non-Disc.$95.8M
Employees251
Clients--
DateMar 2007
Total AUM$40.3B
Discretionary$40.2B
Non-Disc.$95.8M
Employees251
Clients--
DateSep 2005
Total AUM$46.6B
Discretionary$46B
Non-Disc.$646.4M
Employees501
Clients--
DateFeb 2005
Total AUM$63.8B
Discretionary$62.7B
Non-Disc.$1.1B
Employees501
Clients--
DateJan 2005
Total AUM$63.8B
Discretionary$62.7B
Non-Disc.$1.1B
Employees501
Clients--
DateAug 2004
Total AUM$63.8B
Discretionary$62.7B
Non-Disc.$1.1B
Employees501
Clients--
DateJul 2004
Total AUM$63.8B
Discretionary$62.7B
Non-Disc.$1.1B
Employees501
Clients--
DateJul 2004
Total AUM$63.8B
Discretionary$62.7B
Non-Disc.$1.1B
Employees501
Clients--
DateMar 2004
Total AUM$63.8B
Discretionary$62.7B
Non-Disc.$1.1B
Employees501
Clients--
DateNov 2003
Total AUM$68B
Discretionary$67B
Non-Disc.$1.1B
Employees501
Clients--
DateMar 2002
Total AUM$70.5B
Discretionary$69.9B
Non-Disc.$671.1M
Employees501
Clients--
DateOct 2001
Total AUM$62.7B
Discretionary$62.5B
Non-Disc.$212.4M
Employees501
Clients--