F.L.Putnam Acquires Arbor Capital, Four Ponds Financial Planning, and Ascension Asset Management
July 25, 2024
F.L.Putnam Investment Management Company acquired three independent registered investment advisors — Arbor Capital Management (Amherst, NY), Four Ponds Financial Planning (Mashpee, MA), and Ascension Asset Management (New York, NY) — in transactions that closed June 30, 2024. The deals add more than $1.25 billion of AUM, roughly 10 new advisors, two new offices (Western New York and Cape Cod), and expand F.L.Putnam's financial planning and investment management capabilities across the East Coast.
- Buyers
- F.L.Putnam Investment Management Company
- Targets
- Arbor Capital Management Corp., Four Ponds Financial Planning LLC, Ascension Asset Management LLC
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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