Putnam Futures Advisors Inc (Boston)

Name: Putnam Futures Advisors Inc
Address: One Post Office Square, Boston, MA, 02109
Telephone: 617-292-1000

Putnam Futures Advisors Inc is an adviser based in Boston. It manages $12.69 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Putnam Futures Advisors provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Putnam Futures Advisors: assets under management

The assets under management (AUM) of Putnam Futures Advisors Inc is $12.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Putnam Futures Advisors Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Putnam Futures Advisors Inc

Richard Graham Leibovitch has been acting as President since 1 Jul 2000. Charles A. Ruys De Perez joined the executive team most recently as the Managing Director And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gordon H. Silver	Director	1 Apr 1993	Other	4337185
William Henderson Woolverton	Chief legal officer and clerk	1 Apr 1993	Other	1494141
Ian Ferguson	Head of investments	1 Jan 1997	Other	4337617
Irene Marie Esteves	Director	1 Jul 1997	Other	3212566
Stephen Mark Oristaglio	Director and president	1 Jun 1999	Other	870739
Loren Michael Starr	Managing director and treasurer	1 Jun 1999	Other	2178384
Matthew Craig Halperin	Director, senior vice president and chief administrative and supervisory officer	1 Jul 2000	Other	1391059
Richard Graham Leibovitch	Director	1 Jul 2000	Other	2455747
Llc Putnam Investments	Parent company	1 Dec 2000	75% - 100%	04-3543044
Amrit Kanwal	Managing director	1 Dec 2001	Other	4364304
Joseph P. Petitti	Treasurer	1 Dec 2001	Other	4515774
Amrit Bir Singh Kanwal	Senior managing director and treasurer	1 Dec 2001	Other	4364304
Llc Putnam	Parent company	1 Feb 2002	75% - 100%	36-4488942
Ian Ferguson	Senior managing director/administration	1 Oct 2002	Other	4337617
Joseph Lawrence Demmler	Compliance officer	1 Jan 2003	Other	1632061
Charles A. Ruys De Perez	Managing director and chief compliance officer	1 Feb 2004	Other	4767182
Kevin M. Cronin	Managing director	1 Feb 2004	Other	4776669
Charles Antony Ruys De Perez	Managing director and chief compliance officer	1 Feb 2004	Other	4767182
Kevin Michael Cronin	Managing director, deputy head of investments	1 Feb 2004	Other	4776669

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Marsh & Mclennan Companies	Corporation	1 Nov 2000	75% - 100%	36-2668272
Putnam Investments Trust	Massachusetts business trust	1 Dec 2000	75% - 100%	04-2539558
Putnam Investments Trust	Massachusetts business trust	1 Feb 2002	75% - 100%	04-2539558

Based in Boston

The principal office where Putnam Futures Advisors Inc performs its advisory services is located at One Post Office Square, Boston, MA 02109, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-292-1000 or by fax 617-292-1625. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.putnaminv.com.