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F L Putnam Investment Management Co.

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:133d0f06-0a5b-4a99-b266-3c7b663cadbe

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 40
On other graphs: 2
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

ALASKA PERMANENT CAPITAL MANAGEMENT, LLC

Registered adviser · shared crd

RIA / Wealth Managementidentity

F L PUTNAM INVESTMENT MANAGEMENT CO.

Registered adviser · shared crd

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Susanne Stauffer	Director	board	senior	n/a	yes	fact
Alan Lee Gosule	Director	board	senior	n/a	yes	fact
Ellen Flaherty	Director, Clerk, Sr. Vp, Coo	board	senior	n/a	yes	fact
Allan\	Compliance Officer	operations	unknown	n/a	yes	fact
Meredith Lepper	Director	board	senior	n/a	yes	fact
Margaret G.P. Barney	Trustee of Margaret Wilson Putnam Trust (tax	leadership	principal	n/a	yes	fact
Michael Timmermans	Chief Legal Officer	operations	senior	n/a	yes	fact
John Stephen Putnam	Trustee of Margaret Wilson Putnam Trusts (tax	leadership	principal	n/a	yes	fact
Yvette Putnam	Executor of Estate of David Putnam, Trustee of Margaret Wilson Putnam Trust (tax Id Number	leadership	principal	n/a	yes	fact
Russell James Valdez	Director	board	senior	n/a	yes	fact
Richard Osterberg	Director, Trustee of Margaret Wilson Putnam Executor Estate of David Putnam	board	senior	n/a	yes	fact
Connor Ramsay Stewart	Director	board	senior	n/a	yes	fact
Reed Thomas Manning	President, Chief Executive Officer, Director	leadership	principal	n/a	yes	fact
Keith Stanley Marks	Chief Compliance Officer	operations	senior	n/a	yes	fact
Allan Neskie	Compliance Officer	operations	unknown	n/a	yes	fact
Evan Rose	Cco	operations	unknown	n/a	yes	fact
Michael Timmermans	Cco	operations	unknown	n/a	yes	fact

Relationships

Employs (16)

→ Allan NeskiePersonCompliance Officer
factForm 13F
→ Evan RosePersonCco
factForm 13F
→ Allan\PersonCompliance Officer
factForm 13F
→ Michael TimmermansPersonChief Legal Officer
Oct 1, 2021 to presentfactForm ADV, Form 13F
→ Russell James ValdezPersonDirector
Aug 1, 2026 to presentfactForm ADV
→ Connor Ramsay StewartPersonDirector
Aug 1, 2026 to presentfactForm ADV
→ Yvette PutnamPersonExecutor of Estate of David Putnam, Trustee of Margaret Wilson Putnam Trust (tax Id Number
Jun 1, 2026 to presentfactForm ADV
→ Margaret G.P. BarneyPersonTrustee of Margaret Wilson Putnam Trust (tax
Jun 1, 2026 to presentfactForm ADV
→ John Stephen PutnamPersonTrustee of Margaret Wilson Putnam Trusts (tax
Jun 1, 2026 to presentfactForm ADV
→ Keith Stanley MarksPersonChief Compliance Officer
Oct 1, 2025 to presentfactForm ADV
→ Reed Thomas ManningPersonPresident, Chief Executive Officer, Director
Dec 1, 2015 to presentfactForm ADV
→ Richard OsterbergPersonDirector, Trustee of Margaret Wilson Putnam Executor Estate of David Putnam
Jan 1, 2008 to presentfactForm ADV
→ Meredith LepperPersonDirector
Jan 1, 2008 to presentfactForm ADV
→ Alan Lee GosulePersonDirector
Jan 1, 2008 to presentfactForm ADV
→ Ellen FlahertyPersonDirector, Clerk, Sr. Vp, Coo
Dec 1, 2001 to presentfactForm ADV
→ Susanne StaufferPersonDirector
Oct 1, 2014 to presentfactForm ADV

Owns (4)

← MCB Fenway LLCOrg10% to 25% (Shareholder)
Jul 1, 2026 to presentfactForm ADV
← Estate of David PutnamOrg5% to 10% (Shareholder)
Jun 1, 2026 to presentfactForm ADV
← Margaret Wilson PutnamOrg5% to 10% (Shareholder)
Jun 1, 2026 to presentfactForm ADV
← Reed Thomas ManningPerson10% to 25%
Dec 1, 2015 to presentfactForm ADV

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
F L Putnam Investment Management Co.: OUTSOURCED_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (A $9.7bn SEC-registered wealth and institutional investment adviser serving individuals and institutions nationally.)
First seen by DFX
Sep 12, 2026
date not stated
F L Putnam Investment Management Co. found on the SEC adviser roster (services_description)
Occurred
May 5, 2026
Flputnam Investment Management Co reported $6,713,700,607 across 569 13(f) positions for the quarter ended 2026-03-31
Occurred
Apr 24, 2026
Alaska Permanent Capital Management, LLC reported $1,427,188,858 across 39 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited American Tower Corp New (was $2,179,878, 12,416 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited Amazon Com Inc (was $148,044,374, 641,385 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited Alphabet Inc (was $199,817,358, 638,394 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited Aecom (was $24,663,873, 258,721 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited Abbvie Inc (was $35,205,601, 154,079 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited Abbott Labs (was $13,650,083, 108,948 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited At&t Inc (was $3,620,377, 145,748 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited Aflac Inc (was $2,835,314, 25,712 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited Amphenol Corp New (was $16,562,190, 122,556 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited Amgen Inc (was $18,097,840, 55,293 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited Ameriprise Finl Inc (was $2,053,247, 4,187 shares)
Occurred
Mar 31, 2026
Alaska Permanent Capital Management, LLC exited American Wtr Wks Co Inc New (was $3,087,647, 23,660 shares)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Applied Matls Inc 60,960 -> 44,674 shares ($15,666,103 -> $15,269,149)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Allstate Corp 31,689 -> 4,642 shares ($6,595,980 -> $962,388)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Accenture Plc Ireland 23,928 -> 16,253 shares ($6,419,975 -> $3,222,807)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Abbott Laboratories 108,948 -> 77,360 shares ($13,650,083 -> $7,942,544)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Pepsico Inc 32,605 -> 20,227 shares ($4,679,507 -> $3,141,091)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Paychex Inc 43,010 -> 9,757 shares ($4,824,883 -> $898,815)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Palo Alto Networks Inc 170,296 -> 98,462 shares ($31,368,576 -> $15,785,418)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Marsh & Mclennan Cos Inc 100,309 -> 51,870 shares ($18,609,358 -> $8,996,823)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Janus Detroit Str Tr 47,279 -> 22,866 shares ($2,391,351 -> $1,151,760)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Ishares Tr 1,726,768 -> 1,286,338 shares ($87,823,413 -> $65,538,939)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Select Sector Spdr Tr 30,316 -> 20,928 shares ($4,364,589 -> $2,781,343)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Schwab Strategic Tr 108,656 -> 70,840 shares ($3,544,354 -> $2,063,577)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Salesforce Inc 66,655 -> 14,726 shares ($17,657,576 -> $2,748,902)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Wells Fargo & Co 116,402 -> 52,488 shares ($10,848,687 -> $4,178,564)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Vistra Corp 18,021 -> 10,913 shares ($2,907,392 -> $1,640,551)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Vanguard Star Fds 26,680 -> 13,444 shares ($2,012,739 -> $1,036,667)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Vanguard Scottsdale Fds 739,175 -> 544,060 shares ($44,298,776 -> $32,398,771)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Totalenergies Se 75,786 -> 12,252 shares ($4,957,920 -> $1,114,687)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced The Cigna Group 11,165 -> 4,480 shares ($3,072,975 -> $1,195,040)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Tesla Inc 32,581 -> 6,271 shares ($14,652,377 -> $2,331,404)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced T-Mobile US Inc 145,894 -> 95,438 shares ($29,622,314 -> $20,044,874)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Cintas Corp 19,987 -> 4,095 shares ($3,758,955 -> $692,628)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced NRG Energy Inc 32,739 -> 20,693 shares ($5,213,428 -> $3,024,139)
Occurred
Mar 31, 2026
Flputnam Investment Management Co reduced Vanguard Instl Index Fd 264,690 -> 67,311 shares ($19,965,583 -> $5,092,076)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 3 office addresses (Form ADV, Form 13F), 1 website (office website) · as of 2026-09-12

Allan Neskie
Compliance Officer · Revealable: 1 business phone (Form 13F)
Evan Rose
CCO · Revealable: 1 business phone (Form 13F)
Allan\
Compliance Officer · Revealable: 1 business phone (Form 13F)
Michael Timmermans
CCO · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Russell James Valdez (Director), Connor Ramsay Stewart (Director), Yvette Putnam (Executor of Estate of David Putnam, Trustee of Margaret Wilson Putnam Trust (tax Id Number), Margaret G.P. Barney (Trustee of Margaret Wilson Putnam Trust (tax), John Stephen Putnam (Trustee of Margaret Wilson Putnam Trusts (tax), Keith Stanley Marks (Chief Compliance Officer), Reed Thomas Manning (President, Chief Executive Officer, Director), Richard Osterberg (Director, Trustee of Margaret Wilson Putnam Executor Estate of David Putnam), Meredith Lepper (Director), Alan Lee Gosule (Director), Ellen Flaherty (Director, Clerk, Sr. Vp, Coo), Susanne Stauffer (Director).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:133d0f06-0a5b-4a99-b266-3c7b663cadbe
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

F L Putnam Investment Management Co.

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:133d0f06-0a5b-4a99-b266-3c7b663cadbe

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 20, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Susanne Stauffer

Director

board

senior

n/a

yes

fact

Alan Lee Gosule

Director

board

senior

n/a

yes

fact

Ellen Flaherty

Director, Clerk, Sr. Vp, Coo

board

senior

n/a

yes

fact

Allan\

Compliance Officer

operations

unknown

n/a

yes

fact

Meredith Lepper

Director

board

senior

n/a

yes

fact

Margaret G.P. Barney

Trustee of Margaret Wilson Putnam Trust (tax

leadership

principal

n/a

yes

fact

Michael Timmermans

Chief Legal Officer

operations

senior

n/a

yes

fact

John Stephen Putnam

Trustee of Margaret Wilson Putnam Trusts (tax

leadership

principal

n/a

yes

fact

Yvette Putnam

Executor of Estate of David Putnam, Trustee of Margaret Wilson Putnam Trust (tax Id Number

leadership

principal

n/a

yes

fact

Russell James Valdez

Director

board

senior

n/a

yes

fact

Richard Osterberg

Director, Trustee of Margaret Wilson Putnam Executor Estate of David Putnam

board

senior

n/a

yes

fact

Connor Ramsay Stewart

Director

board

senior

n/a

yes

fact

Reed Thomas Manning

President, Chief Executive Officer, Director

leadership

principal

n/a

yes

fact

Keith Stanley Marks

Chief Compliance Officer

operations

senior

n/a

yes

fact

Allan Neskie

Compliance Officer

operations

unknown

n/a

yes

fact

Evan Rose

Cco

operations

unknown

n/a

yes

fact

Michael Timmermans

Cco

operations

unknown

n/a

yes

fact