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F L Putnam Investment Management Co. logo

F L Putnam Investment Management Co.

LYNNFIELD, MA

Form ADV and provider website profile · CRD 106223 · regulatory data as of Aug 19, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for F L Putnam Investment Management Co.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$9.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
7,901Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$9.6BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$76MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameF L PUTNAM INVESTMENT MANAGEMENT CO.

CRD number106223

Firm foundedNot reported

SEC registration dateJul 30, 1984

Employees160

Advisory professionals90

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

6 KIMBALL LANE, LYNNFIELD, MA, 01940

800-344-3435

https://flputnam.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$9.7B

As of Aug 19, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth72.5%$7.0B
Charities18.0%$1.7B
Individuals5.4%$522M
Retirement Plans1.8%$173M
Corporations1.4%$138M
Investment companies1.0%$93M

Percentages and AUM are shown from the same reported Form ADV client-type records.