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Last updated on April 23, 2017
    • $1.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 595
    • $1.9M
      Estimated Average Account Balance


Firm Services

There is no Services data available to display at this time.

Firm Client types


Current Advisors

# of advisors


name start date
Pierre Ventur
March 2001
George Putnam Beal
January 1999
Michael James Unger
May 2000
Eliza Hapgood Rowe
August 2000
George Putnam
September 1996

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Breckinridge Capital Advisors Inc IAR $25,950,609,163
    New Generation Advisors, LLC IAR $909,028,000
    Northeast Investors Trust -- --
    Putnam Investment Management, LLC IAR $85,501,398,575



      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      George Putnam Managing Member August, 1996 25% to 50%
      Michael James Unger Managing Member January, 2003 10% to 25%
      George Putnam Beal Managing Member October, 1996 10% to 25%
      Eliza Hapgood Rowe Managing Member, Treasurer June, 2000 10% to 25%
      Pierre Ventur Managing Member November, 2000 5% to 10%
      Peder Christian Johnson Managing Member February, 2016 less than 5%
      Megan Watson Siegal Chief Compliance Officer January, 2016 less than 5%
      Elizabeth Greer Candler Managing Member May, 2010 less than 5%
      Benjamin Taylor Richardson Managing Member, Chief Investment Officer July, 2008 less than 5%
        Source: SEC


        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees