Bank / Wealth / TrustRIA · CRD 106629SEC-Registered

Updated:

F.L.Putnam Investment Management

F.L.Putnam Investment Management is an SEC-registered investment adviser in Boston, MA, since 1971. The firm manages $117.2 billion in assets, with $110.6...

F.L.Putnam Investment Management

F.L.Putnam Investment Management is an SEC-registered investment adviser in Boston, MA, since 1971. The firm manages $117.2 billion in assets, with $110.6 billion on a discretionary basis. It has 139 employees and 72 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1983

Location

Region

North America

Country

United States

City

Boston

Corporate office

Portland, ME, United States

Principals

Thomas F. Putnam

Chairman

Sector focus

Wealth ManagementInvestment Advisory

Frequently asked questions

Who holds decision-making authority for investment strategy at F.L.Putnam?

Thomas F. Putnam founded the firm and remains chairman. The firm runs its own internal equity and fixed-income strategies — meaning in-house portfolio managers make direct security-selection decisions for public-markets allocations. For private-markets and alternative exposures, the firm selects and monitors external managers.

Does F.L.Putnam manage private equity or venture capital directly?

No. F.L.Putnam does not run direct private equity or venture funds. The firm accesses private equity, private credit, and real estate by selecting external managers on behalf of clients — functioning as an allocator in private markets rather than a direct sponsor.

What kind of clients does F.L.Putnam serve?

The firm works with high-net-worth individuals and families, plus institutional clients — primarily endowments and foundations — concentrated in the northeastern United States. The firm's Portland, Maine, location makes it a regional anchor for New England wealth, though its client base is not publicly disclosed in detail.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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