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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Boston, MA

The Putnam Advisory Company

$33.2B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($2.03B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Venture Capital, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$2.03B
Total AUM: $33.2B
Median Disclosed Amount
$80.2M
Range: $15.0M – $195.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — The Putnam Advisory Company

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
H&F Executives Fund VIIIAdviser 7.B Vehicle Buyout 2025
$195.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TPG Angelo Gordon Credit Solutions Fund VAdviser 7.B Vehicle Private Credit 2025
$183.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Strategic Value Special Situation VIAdviser 7.B Vehicle Distressed / Special Situations 2025
$169.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Kepe Selling Fund IIAdviser 7.B Vehicle Energy Transition 2025
$161.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Seraya Fund IAdviser 7.B Vehicle Real Assets 2025
$144.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — The Putnam Advisory Company

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

The Putnam Advisory Company (OCIO / Wealth RIA, $33.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 14.7% Actual; $431.5M Unallocated Target Bandwidth). SEC Form ADV (801-5097, CRD #106631) verified $33.19B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — The Putnam Advisory Company

609 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as The Putnam Advisory Company (20 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Pacific Life General Account

Insurance Company Newport Beach, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TA Realty Fund XIII (2023 Vintage)
The Putnam Advisory Company: $55.0M · SEC Form ADV 7.B
Pacific Life General Account: $95.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TA Associates Realty Fund XIII (2022 Vintage) · Golub Capital Partners 14 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Hartland Coronado Bergstrom Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TA Associates Realty Fund XIII (2022 Vintage)
The Putnam Advisory Company: $140.0M · SEC Form ADV 7.B
Hartland Coronado Bergstrom Institutional Outsourced CIO & Wealth Advisory: $84.5M · SEC Form ADV 7.B

Additional shared vehicles: TA Realty Fund XIII (2023 Vintage) · T3 Partners, LP (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Choptank Ausable Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
T3 Partners, LP (2020 Vintage)
The Putnam Advisory Company: $33.8M · SEC Form ADV 7.B
Choptank Ausable Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds: $61.0M · SEC Form ADV 7.B

Additional shared vehicles: TA Realty Fund XIII (2023 Vintage) · TA Associates Realty Fund XIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+606 Additional Institutional LPs Report Shared Vehicles with The Putnam Advisory Company

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Request Pilot Access to Full Workspace Data for The Putnam Advisory Company

You are viewing 5 open public preview records (out of 22 total tracked records for The Putnam Advisory Company) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (609 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (6) & CRM export

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Strategies Disclosed by The Putnam Advisory Company

Buyout LPs →Real Estate LPs →Private Credit LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: The Putnam Advisory Company

What type of institutional allocator is The Putnam Advisory Company and what is their typical disclosed ticket size?

The Putnam Advisory Company is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 22 historical disclosure records tracked on Prilago ($2.03B total parsed USD across disclosed rows), the median disclosed amount is $80.2M (range: $15.0M to $195.4M).

Which private-market strategies appear in The Putnam Advisory Company's public disclosures?

The Putnam Advisory Company has disclosed records across Buyout, Real Estate, Private Credit, Venture Capital, Distressed / Special Situations. Open preview records include H&F Executives Fund VIII (2025 Vintage), TPG Angelo Gordon Credit Solutions Fund V (2025 Vintage), Strategic Value Special Situation VI (2025 Vintage), Kepe Selling Fund II (2025 Vintage).

How are The Putnam Advisory Company's historical records substantiated and separated from active searches on Prilago?

Records for The Putnam Advisory Company cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to The Putnam Advisory Company's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/the-putnam-advisory-company or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside The Putnam Advisory Company?

In Prilago's bilateral commitment graph, The Putnam Advisory Company shares resolved underlying fund vehicles with 609 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Pacific Life General Account (9 shared vehicles, e.g. TA Realty Fund XIII (2023 Vintage)), Hartland Coronado Bergstrom Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. TA Associates Realty Fund XIII (2022 Vintage)), Choptank Ausable Bergstrom Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. T3 Partners, LP (2020 Vintage)).

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