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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-30-1984
- Office Locations
- 15
Office Locations
About F L Putnam Investment Management Co.
F.L.Putnam is a Massachusetts-based RIA serving individuals and institutions with investment management, wealth planning, and institutional consulting. Through Atrato Consulting, the firm provides family office and institutional clients high-touch research across traditional and alternative strategies and supports advisory or discretionary outsourced-CIO engagements. The firm also offers sustainable investing and has expanded its East Coast footprint through recent acquisitions.
Reported data analysis
What the numbers show
Between October 29, 2025 and August 19, 2026, reported AUM increased 26.2%, from $7.7B to $9.7B.
Across 5 reported observations, AUM increased 113.7% between June 6, 2022 and August 19, 2026, from $4.5B to $9.7B.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 90 advisory representatives and 3,135 clients, or 34.8 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 15 reported office locations and 42 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
REED THOMAS MANNING
Advisor, Chief Executive Officer, DIRECTOR, President
- CRD
- #4710363
- Ownership
- 10% but less than 25%
MARGARET G.P. BARNEY
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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FREDERICK PETER BAERENZ
Principal, Managing Director of Interval Funds
- CRD
- #2388453
James Balfour
Investment Advisor
- CRD
- #6883255
Showing 2 of 91 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,639,734,328 | $1,232,545 |
| Non-Discretionary | $75,698,845 | $946,236 |
| Total | $9,715,433,173 | $1,229,646 |
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Separately Managed Accounts
SMA allocation detail is available
F L Putnam Investment Management Co. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
F L Putnam Investment Management Co.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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