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F L Putnam Investment Management Co.

F L Putnam Investment Management Co.. CRD 106223

F L Putnam Investment Management Co. logo

CRD: 106223

F L Putnam Investment Management Co.

Lynnfield, MA, 01940
8003443435
flputnam.com
$9.7B Total AUM
$9.6B Disc. AUM
-- 3Y CAGR
160 Employees
3,135 ADV. Clients
41 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Northern Trust
Clients
Retail and Institutional
Platforms
Glacier
Established Date
07-30-1984
Office Locations
15

Office Locations

100 Corporate Pkwy Amherst NY
100 Westminster Street Suite 1004 Providence RI
11911 Freedom Drive Suite 730 Reston VA

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.

Team overview

54 AVG AGE
$107.9M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
5.1 yrs AVG TENURE
160 Employees
90 Advisory Reps
68 RIA Reps
41yrs Firm Age

Insights

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Custodian

Meridian Harbor capital Pioneer Wave zenith Catalyst vertex

Investment Vehicles

Signal

Platform

Beacon frontier Bridge insight

Services

North timber Frontier zenith

Technology

Eagle glacier

Owner & Executives

R

REED THOMAS MANNING

Advisor, Chief Executive Officer, DIRECTOR, President

CRD
#4710363
Ownership
10% but less than 25%
(445) 499-6898
optima.bridge@deltacapital.com
in linkedin.com/in/delta-momentum
J

JOHN STEPHEN PUTNAM

--

CRD
#369059
Ownership
5% but less than 10%
(358) 302-2125
radial.momentum@unisoncapital.com
in linkedin.com/in/meridian-quantum
P

Pathway meridian

Peak beacon pathway

CRD
#82839
Ownership
45.5%
(448) 802-1074
focus.legacy@frontiercapital.com
in linkedin.com/in/vital-timber

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Contacts

FREDERICK PETER BAERENZ

FREDERICK PETER BAERENZ

Principal, Managing Director of Interval Funds

CRD
#2388453
(930) 248-7568
summit.unison@fusioncapital.com
in linkedin.com/in/radial-wave
J

James Balfour

Investment Advisor

CRD
#6883255
(917) 350-3784
ember.glacier@catalystcapital.com
in linkedin.com/in/ember-element
E

Eagle insight

Prime glacier

CRD
#52943
(702) 520-8733
prime.prime@catalystcapital.com
in linkedin.com/in/alpha-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-06-2022
10-25-2023
11-20-2024
10-29-2025
05-26-2026
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

Total SMA Asset: $9,622,494,972

$9.6B Total SMA
Equity - Exchange:
13.1%
Public Funds:
24.5%
Cash:
6.4%
Corporate - Investment Grade:
20.2%
Municipal Bonds:
20.7%
U.S. Government/Agency:
15.1%
Asset class Assets Assets %
Equity - Exchange $232,395,056 13.1%
Public Funds $434,631,975 24.5%
Cash $113,536,516 6.4%
Corporate - Investment Grade $358,349,629 20.2%
Municipal Bonds $367,219,669 20.7%
U.S. Government/Agency $267,875,218 15.1%
Total $1,774,008,063 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MERIDIAN CAPITAL ZENITH EAGLE VECTOR EH3F4FSSA RDL 8.86% $78,883,082
HARBOR VERTEX BEACON FOUNDATION VALUE UMVHBO1SK KLPE 9.21% $105,371,787
VERTEX ALPHA ATLAS EMBER CATALYST 24A2G2BUG KVX 10.22% $78,437,842
WAVE SUMMIT TIMBER BEACON BRIDGE 9053JVNXF CAYYW 6.27% $10,802,304
SUMMIT BRIDGE VECTOR EAGLE OPTIMA 03X6QLF58 JJNGY 8.80% $93,878,577
PATHWAY VITAL NORTH MOMENTUM WAVE XHRCNM6ZO YSU 5.42% $100,311,687
PEAK PEAK ALPHA GLACIER 3HW9OAS8G UOOIB 1.95% $61,818,182
SUMMIT ELEMENT SIGNAL MATRIX XTNC4FDGT AJBAM 6.95% $8,095,586

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