F L Putnam Investment Management Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Lynnfield, MA. Its latest Form ADV filing, dated April 10, 2026, reports $9.7B in regulatory assets under management, 160 employees, 12 offices, and 7,901 accounts.
Top client segmentHNWI represent 48.7% of total clients.
Top client categories% of clientsClients
1
HNWI
48.7%
1,488
2
Individuals
43.7%
1,335
3
Charitable
6.6%
203
4
Corporations
0.7%
21
5
Pension Plans
0.2%
6
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.7Bas of May 26, 2026
Discretionary99.2%
$9.6B
99% of total RAUM99.2%
Non-discretionary0.8%
$76M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.7B
Total Accounts7,901
10Y AUM Change+$8.3B (+564.4%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees160
Clients per Employee19:1
10Y Employee Change+133 (+492.6%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.