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F.L. Putnam Investment Management

EST. AUM
$9,715,433,173

CONTACTS
14

CLIENT ACCOUNTS
7,901

Firm Details

Metro area New York City
CRD Number 106223
Website flputnam.com
Client types

Overview

F.L.Putnam Investment Management Company is an SEC-registered investment adviser, located in Maine, Massachusetts, New Hampshire, New York, and Rhode Island, and serves clients nationally. Atrato was acquired by FL Putnam in 2021 to help expand their alternatives capabilities. Atrato oversees $1.5B where they provide consulting/OCIO services for mostly taxable clients (family offices, RIAs, FoF's) but also some smaller endowment and foundations. Mike Boensch's team will typically create searches alongside their clients' CIOs and create a short list of managers from there. *AOG Wealth Management was acquired by F.L. Putnam Investment Management Company in March 2025

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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