Peter
Koopman

Putnam Investment Management, LLC

CRD#6385271
Investment Advisor
in Boston, MA
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About this Advisor

Peter Koopman is an investment advisor whose office is in Boston, Massachusetts. Currently a registered investment advisor at Putnam Investment Management, LLC, they have accrued 13 years of practice as a registered investment advisor. Koopman maintains Series 65 and Series 63 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Koopman is able to operate based out of Massachusetts. The advisor has gained experience at Bentley University, Putnam Retail Management, Koopman Lumber Company, Ubs Financial Services, Randstad Holding Representing Hanover Insurance, Rand-Whitney Packaging and Universitat Autonoma De Barcelona. Putnam Investment Management, LLC is located in Boston, Massachusetts. In total, Putnam Investment Management, LLC manages $92 billion in assets throughout 160 accounts and employs more than 272 people. The firm's total assets under management places it among the largest 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 advisory 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 can provide 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

13 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

Peter Koopman Work History

Peter has 13 years of experience.

2015 - Present (4 years)

Putnam Retail Management

2015 - 2015 (0 years)

Koopman Lumber Company

2014 - 2015 (1 years)

Ubs Financial Services

2014 - 2014 (0 years)

Randstad Holding Representing Hanover Insurance

2014 - 2014 (0 years)

Koopman Lumber Company

2014 - 2014 (0 years)

Rand-Whitney Packaging

2013 - 2014 (1 years)

Koopman Lumber Company

2013 - 2013 (0 years)

Universitat Autonoma De Barcelona

2013 - 2013 (0 years)

Rand-Whitney Packaging

2012 - 2012 (0 years)

Koopman Lumber Company

2011 - 2015 (4 years)

Bentley University

Disclosures

Peter Koopman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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