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F.L.Putnam Investment Management Company (F.L.Putnam) is an independent registered investment advisor with $1.4 billion in assets under management as of June 30, 2016. We have decades of experience providing a broad range of investment advisory, financial planning and investment management services to institutions and high-net-worth individuals throughout the U.S. and abroad. Our investment philosophy is centered on the belief that in-depth, rigorous bottom-up research including analysis of environmental, social and governance (ESG) factors coupled with top-down macroeconomic analysis are the foundation of a sound long-term portfolio strategy. We utilize an asset allocation framework, employ a hybrid architecture of proprietary global equity and fixed income strategies and take an open architecture approach to construct portfolios that meet each client’s financial objectives and risk tolerance. We are headquartered in Wellesley, MA with offices in Portland, ME and Portsmouth, NH
Osprey Investment Co. is a Annapolis, MD-based company in the Financial Services sector.
Wicks Group of Companies, LLC is a New York, NY-based company in the Financial Services sector.
Aberdare Ventures is a San Francisco, CA-based company in the Financial Services sector.
Star Mountain Capital, founded in 2010 by Brett Hickey, is a specialized asset management firm focused exclusively on the large and fragmented U.S. lower middle-market. Backed by some of the world`s most sophisticated institutional and high-net-worth investors, Star Mountain has developed a unique and proprietary platform to provide investors with highly diversified access to the attractive risk-reward opportunities available from established businesses that are not large enough to access the more efficient U.S. capital markets. Star Mountain has a specialized platform, with the option for investors to access low-cost, fixed-rate U.S. government leverage through the SBIC program. With 60+ full-time team members and over 40+ strategic operating partners and senior advisors, Star Mountain has one of the deepest benches of specialized investment professionals focused exclusively on the lower middle-market. Star Mountain`s team combines the best practices gained from leading large institutional investment firms together with the experience of building and managing small business investment platforms. Star Mountain`s unique platform enjoys local relationships across the U.S. to help source, analyze, and manage high quality lower middle-market investments in an efficient, institutional manner. Star Mountain`s fundamental beliefs include: • Building long-term, trusted relationships. Many of Star Mountain`s investors are people who have worked with and known the team for decades. • Providing a high degree of transparency and actively communicating with investors. • Being highly aligned with meaningful personal capital invested alongside investors and committed to achieving attractive investment returns. • Building a strong culture and brand that attracts top quality employees, investors and business partners to generate superior long-term, sustainable results.