. Credit: Horst Tinnes from Pixabay .

F.L.Putnam Investment Management Company has acquired Atrato Advisors, an alternative investment research and advisory firm, for an undisclosed amount.

Co-founded by Brian Reich and Janna Sobolev, Atrato Advisors specilises in sourcing, investment manager research, and portfolio advisory services.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Its customers include single and multi-family offices, endowments, foundations, and independent wealth management firms.

The firm is based in New York, with staff in Los Angeles and Florida.

The deal adds a full-service consulting offering within F.L.Putnam, bringing together the firm’s existing capabilities in traditional and impact investments with Atrato’s expertise in alternative strategies.

Commenting on the deal, F.L.Putnam CEO Tom Manning said: “Expanding the opportunity set for our clients has been a strategic focus for F.L.Putnam since our founding more than three decades ago.

“Atrato is one of the premier alternative investment advisory boutiques and will significantly enhance our sourcing, diligence, and reporting capabilities across all asset classes, from private equity to impact-related investments.”

The combined practice will operate as Atrato Consulting and will be led by Brian Reich, Janna Sobolev and Michael Boensch.

It will provide customised investment consulting solutions to F.L.Putnam’s high-net-worth and institutional clients.

Reich said: “This transaction validates our team’s accomplishments and the quality of the client relationships we’ve been fortunate to serve over the past 12 years.

“Looking towards the future, this partnership will allow us to collaborate with the entire lineup of highly talented investment professionals at F.L.Putnam to bring innovative consulting solutions to our existing and prospective clients.”

As part of the deal, the entire Atrato team has joined F.L.Putnam. The combined firm has 63 employees and over $5bn in assets under advisory.