Research Analyst · Donald Smith, L.P.
Jeffrey E. Putnam
CRD 5807430 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Donald Smith, L.P., an SEC-registered private fund adviser based in New York, NY with $256 million in regulatory assets, lists Jeffrey E. Putnam on its Form ADV as Research Analyst. The SEC filings also name Jeffrey at 1 other registered adviser.
Firms and roles
- Donald Smith, L.P.Research AnalystPrivate fund adviser · New York, NY · $256M in regulatory assets
- Donald Smith & Co., Inc.AnalystAsset manager · New York, NY · $5.6B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Ann E. CianfroneChief Compliance Officer & Chief Operating Officer, Donald Smith, L.P.
- Richard L. GreenbergPrincipal, General Partner, Co-Cio, Donald Smith, L.P.
- Kamal ShahPrincipal, Macro Analyst & Trader, Donald Smith, L.P.
- Jon E. HartselPrincipal, Co-Cio, Director of Research, Donald Smith, L.P.
- John D. PiermontResearch Analyst, Donald Smith, L.P.
3 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.