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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.

Direct Owners & Executives

Source: Form ADV
Susanne StaufferDirector
Reported since
10/2014
Type
Individual
Control person
No
Ownership
Less than 5%
Ellen FlahertyDirector, Clerk, Sr. Vp, Coo
Reported since
12/2001
Type
Individual
Control person
Yes
Ownership
Less than 5%
Alan Lee GosuleDirector
Reported since
01/2008
Type
Individual
Control person
No
Ownership
Less than 5%
Meredith LepperDirector
Reported since
01/2008
Type
Individual
Control person
No
Ownership
Less than 5%
Richard OsterbergDirector, Trustee Of Margaret Wilson Putnam Trusts (Tax Id Numbers Ending 01, 02, 03, 07), Executor Estate Of David Putnam
Reported since
01/2008
Type
Individual
Control person
No
Ownership
Less than 5%
Reed Thomas ManningPresident, Chief Executive Officer, Director
Reported since
12/2015
Type
Individual
Control person
Yes
Ownership
10% but less than 25%
Michael Scott TimmermansChief Legal Officer
Reported since
10/2021
Type
Individual
Control person
Yes
Ownership
Less than 5%
Keith Stanley MarksChief Compliance Officer
Reported since
10/2025
Type
Individual
Control person
Yes
Ownership
Less than 5%
John Stephen PutnamTrustee Of Margaret Wilson Putnam Trusts (Tax Id Numbers Ending In 01, 02, 03)
Reported since
06/2026
Type
Individual
Control person
No
Ownership
Less than 5%
Margaret G.P. BarneyTrustee Of Margaret Wilson Putnam Trust (Tax Id Number Ending In 03)
Reported since
06/2026
Type
Individual
Control person
No
Ownership
Less than 5%
Margaret Wilson Putnam Trust (Tax Id Number Ending 907)Shareholder
Reported since
06/2026
Type
Domestic entity
Control person
No
Ownership
5% but less than 10%
Margaret Wilson Putnam Trust (Tax Id Number Ending 903)Shareholder
Reported since
06/2026
Type
Domestic entity
Control person
No
Ownership
5% but less than 10%
Margaret Wilson Putnam Trust (Tax Id Number Ending 902)Shareholder
Reported since
06/2026
Type
Domestic entity
Control person
No
Ownership
5% but less than 10%
Margaret Wilson Putnam Trust (Tax Id Number Ending 901)Shareholder
Reported since
06/2026
Type
Domestic entity
Control person
No
Ownership
5% but less than 10%
Estate Of David PutnamShareholder
Reported since
06/2026
Type
Domestic entity
Control person
No
Ownership
5% but less than 10%
Yvette PutnamExecutor Of Estate Of David Putnam, Trustee Of Margaret Wilson Putnam Trust (Tax Id Number Ending In 07)
Reported since
06/2026
Type
Individual
Control person
No
Ownership
Less than 5%
Mcb Fenway LlcShareholder
Reported since
07/2026
Type
Domestic entity
Control person
No
Ownership
10% but less than 25%
Connor Ramsay StewartDirector
Reported since
08/2026
Type
Individual
Control person
No
Ownership
Less than 5%
Russell James ValdezDirector
Reported since
08/2026
Type
Individual
Control person
No
Ownership
Less than 5%

Indirect Ownership

Source: Form ADV
Mt Carmel Bixby N Holdings Llc

Domestic entity

EntityMCB FENWAY LLCStatusMANAGING MEMBERReported since06/2026Ownership75% or moreControl personNo
Mt Carmel Bixby N Llc

Domestic entity

EntityMT CARMEL BIXBY N HOLDINGS LLCStatusMEMBERReported since01/2024Ownership75% or moreControl personNo
L.P. Ccof Iii Bixby Aggregator B

Domestic entity

EntityMT CARMEL BIXBY N LLCStatusMEMBERReported since02/2024Ownership75% or moreControl personNo
L.P. Ccof Iii (Parallel) Bixby Aiv B

Domestic entity

EntityCCOF III BIXBY AGGREGATOR B, L.P.StatusLIMITED PARTNERReported since02/2024Ownership75% or moreControl personNo
L.P. Ccof Iii (Parallel) Bixby Feeder B

FE

EntityCCOF III (PARALLEL) BIXBY AIV B, L.P.StatusLIMITED PARTNERReported since02/2024Ownership50% but less than 75%Control personNo
L.P. Ccof Iii (Parallel) Bixby Feeder A

FE

EntityCCOF III (PARALLEL) BIXBY AIV B, L.P.StatusLIMITED PARTNERReported since02/2024Ownership25% but less than 50%Control personNo
L.P. Ccof Iii (Parallel) Offshore Investors A Aiv

Domestic entity

EntityCCOF III (PARALLEL) BIXBY FEEDER A, L.P.StatusLIMITED PARTNERReported since02/2024Ownership75% or moreControl personNo
L.P. Ccof Iii (Parallel) Offshore Investors B Aiv

Domestic entity

EntityCCOF III (PARALLEL) BIXBY FEEDER A, L.P.StatusLIMITED PARTNERReported since02/2024Ownership75% or moreControl personNo

Owners & Executives

Source: Form ADV
SS
Susanne Stauffer

Director

EF
Ellen Flaherty

Director, Clerk, Sr. Vp, Coo

AL
Alan Lee Gosule

Director

ML
Meredith Lepper

Director

RO
Richard Osterberg

Director, Trustee Of Margaret Wilson Putnam Trusts (Tax Id Numbers Ending 01, 02, 03, 07), Executor Estate Of David Putnam

RT
Reed Thomas Manning

President, Chief Executive Officer, Director

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives19

Indirect ownership records8

Regulatory statusSEC registered investment adviser

SEC registration dateJul 30, 1984

CRD number106223