Patrick
Caine

Putnam Investment Management, LLC

CRD#6268170
Investment Advisor
in Boston, MA
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About this Advisor

Patrick Caine is an advisor in Boston, Massachusetts. Currently an investment advisor with Putnam Investment Management, LLC, they have gathered 12 years of experience in the financial advisory industry. Caine holds Series 65 and Series 63 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Caine can advise clients based out of Massachusetts. Over the course of their career, they have held roles at Bravissimo Pizza, Coho Investment Partners, Stonehill College, Merrill Lynch and Putnam Retail Management. Putnam Investment Management, LLC is based out of Boston, Massachusetts. In aggregate, Putnam Investment Management, LLC oversees $92 billion in assets across 160 client accounts and retains more than 272 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 160 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

12 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$91,746,601,063

MA Average: $16,012,751,954
Total Number of Employees

272

MA Average: 118
Total Number of Accounts

160

MA Average: 4,567
Average Account Size

$573,416,257

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Patrick Caine Work History

Patrick has 12 years of experience.

2013 - Present (6 years)

Putnam Retail Management

2012 - 2012 (0 years)

Merrill Lynch

2012 - 2013 (1 years)

Stonehill College

2010 - 2010 (0 years)

Coho Investment Partners

2010 - 2012 (2 years)

Stonehill College

2006 - 2010 (4 years)

Bravissimo Pizza

Disclosures

Patrick Caine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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