The F L PUTNAM INVESTMENT MANAGEMENT CO. is a privately held investment adviser that advises $9.72Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. F L PUTNAM INVESTMENT MANAGEMENT CO. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 161.14% over the last 5-years.
The Group has been registered with the SEC for 42.03 years and is comprised of 1 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 6 KIMBALL LANE, LYNNFIELD, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 160 employees comprised of 90 investment and 70 non-investment staff. The total number of Employees increased by 201.89% over the last 5-years.
Their $9.72Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 230 other accounts. Assets of High Net Worth Individuals clients own $7.04Bn or 72.43% of Total Assets and Charitable Organizations own $1.75Bn or 18% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
F L PUTNAM INVESTMENT MANAGEMENT CO. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.