F L Putnam Investment Management Co.
LYNNFIELD, MA
Form ADV and provider website profile · CRD 106223 · regulatory data as of Aug 19, 2026
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.
$9.7BTotal Firm AUM
$9.6BDiscretionary AUM
$76MNon-discretionary AUM
7,901Total accounts
7,821Discretionary accounts
80Non-discretionary accounts
Client Mix by Firm AUM
$9.7BFirm AUM
High-Net-Worth72.5%
Charities18.0%
Individuals5.4%
Retirement Plans1.8%
Corporations1.4%
Investment companies1.0%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth72.5%
1,488 clients$7.0B firm assets
Charities18.0%
203 clients$1.7B firm assets
Individuals5.4%
1,335 clients$522M firm assets
Retirement Plans1.8%
6 clients$173M firm assets
Corporations1.4%
21 clients$138M firm assets
Investment companies1.0%
1 clients$93M firm assets
Reported total3,054 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $7.0B | 1,488 | 72.5% |
| Charities | $1.7B | 203 | 18.0% |
| Individuals | $522M | 1,335 | 5.4% |
| Retirement Plans | $173M | 6 | 1.8% |
| Corporations | $138M | 21 | 1.4% |
| Investment companies | $93M | 1 | 1.0% |
| Reported total | $9.7B | 3,054 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…