Th Lee, Putnam Capital Management, L.L.C. is a pension cosultant based in Boston. It manages $24.84 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Th Lee, Putnam Capital Management, L.L.C provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Th Lee, Putnam Capital Management, L.L.C. is $24.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Th Lee, Putnam Capital Management, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Steven Spiegel has been acting as President since 1 May 2001. Clare Richer joined the executive team most recently as the Senior Managing Director And Chief Financial Officer.
The principal office where Th Lee, Putnam Capital Management, L.L.C. performs its advisory services is located at One Post Office Square, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run 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 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.putnaminv.com.