Vice President, Director · Fenimore Asset Management, Inc.
Patricia A. Putnam
CRD 4391171 · Named on Form ADV at one SEC-registered adviser
At a glance
Fenimore Asset Management, Inc., an SEC-registered asset manager based in Cobleskill, NY with $5.4 billion in regulatory assets, lists Patricia A. Putnam on its Form ADV as Vice President, Director, a control person.
Firms and roles
- Fenimore Asset Management, Inc.Vice President, DirectorAsset manager · Cobleskill, NY · $5.4B in regulatory assets
AtlasMembers
Patricia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Thomas O. PutnamExecutive Chairman, Director, Fenimore Asset Management, Inc.
- Michael F. BalboaChief Financial Officer/treasurer/secretary, Fenimore Asset Management, Inc.
- Anne B. PutnamChief Executive Officer, Fenimore Asset Management, Inc.
- Christian A. SnyderPresident & Chief Compliance Officer, Fenimore Asset Management, Inc.
- Paul C. HoganPortfolio Manager, Fenimore Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patricia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.