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Putney Financial Group
Putney Financial Group is a Portland-based multi-family office founded by Peter M.
Putney Financial Group
The Putney Financial Group LLC is an SEC-registered investment adviser in San Rafael, CA, registered since 2004. It manages $205 million in assets, with $202 million on a discretionary basis. The firm has 8 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Rafael
Corporate office
Portland, OR, United States
Principals
Peter M. Malloy
President
John S. Stewart
Managing Director
Sector focus
Frequently asked questions
What is Putney Financial Group?
Putney Financial Group is a multi family office headquartered in San Rafael, United States.
Where is Putney Financial Group headquartered?
Putney Financial Group is headquartered in San Rafael, United States, in the North America region.
What is Putney Financial Group's assets under management?
Putney Financial Group reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Putney Financial Group?
Altss maintains an OSINT-verified profile of Putney Financial Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Putney Financial Group's website?
Putney Financial Group's public website is putneyfinancialgroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Putney Financial Group?
Putney Financial Group is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Putney Financial Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Putney Financial Group's Altss profile last updated?
Putney Financial Group's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss 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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