Tech stack
No one at Putnam Investment Management, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
UBS
Per Form ADV · $132M held · filed Dec 2024
Morgan Stanley
Per Form ADV · $66M held · filed Dec 2024
Schwab
Per Form ADV · $46M held · filed Dec 2024
O
Oppenheimer & Co. Inc.
Per Form ADV · $39M held · filed Dec 2024