Donald Putnam
Fondateur chez Grail Partners (Private Equity)
Profil
Donald Harding Putnam is the founder of Putnam Lovell Securities, Inc. (founded in 1987), Grail Partners (Private Equity) (founded in 2005), Manifold Partners LLC (founded in 2012), and Manifold Partners LLC (Investment Management) (founded in 2012).
He is also the founder of SEI Financial Services Co. Mr. Putnam's current jobs include Chairman at Grail Investment Corp., Chairman at CBL Markets Holdings Pty Ltd., Director at White Oak Capital Corp., Director at Align Infrastructure, Inc., Managing Partner at Grail Partners LLC, Board Member at Emerging Managers Group LP, and Board Member at Welton Investment Partners LLC.
His former jobs include Chief Executive Officer at Putnam Lovell NBF Securities, Executive Chairman at Avalon Acquisition, Inc., Director at BKF Capital Group, Inc., Director at GlassBridge Enterprises, Inc., and various director positions at Financial Crossing, Inc., Integrated Trade Processing Corp., United Capital Financial Partners, Inc., and Xpansiv Ltd.
Postes actifs de Donald Putnam
| Sociétés | Poste | Début |
|---|---|---|
Grail Partners (Private Equity)
 Grail Partners (Private Equity) Investment ManagersFinance Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California. | Fondateur | 01/01/2005 |
Grail Investment Corp.
 Grail Investment Corp. Financial ConglomeratesFinance Grail Investment Corp. is a blank check company. It is seeking to acquire a controlling interest in a business in the financial services industry, other than depository institutions. Grail Partners LLC is the corporate sponsor of the company. Grail Investment Corp. was organized in December 2007 and is located in New York, NY | Président | 13/12/2007 |
White Oak Capital Corp.
 White Oak Capital Corp. Investment ManagersFinance White Oak Capital Corp. provides investment services and manage a portfolio of senior secured loans. The company is headquartered in San Francisco, CA. | Directeur/Membre du Conseil | 05/05/2010 |
Emerging Managers Group LP
 Emerging Managers Group LP Investment Trusts/Mutual FundsMiscellaneous Emerging Managers Group LP engages in the distribution of offshore asset management products. The company was founded in 2008 and is headquartered in New York, NY. | Directeur/Membre du Conseil | 01/01/2011 |
Manifold Partners LLC
 Manifold Partners LLC Investment ManagersFinance Manifold Partners LLC provides investment advice. It offers investors with asset management solutions. The firm’s portfolios are designed to produce consistent, uncorrelated returns from a diversified set of global investment strategies. It specializes in portfolio management, risk management, trading, operations, client service and industry outreach as well as centralized infrastructure. The company was founded on June 10, 2013 and is headquartered in San Francisco, CA. | Fondateur | 01/01/2012 |
Welton Investment Partners LLC
 Welton Investment Partners LLC Investment ManagersFinance Part of Welton Investment Corp., Welton Investment Partners LLC is an alternative asset manager that specializes in innovative, uncorrelated, actively managed strategies to deliver maximum investor outcomes regardless of market conditions. The company is based in Carmel, CA and was founded by Patrick Welton, who has been the CEO since incorporation. Welton Investment Partners manages assets for institutional and private investors with offices in NY and CA. The firm seeks to generate consistent investor returns by identifying recurrent market themes across various market environments and delivering absolute returns with low correlation to the broader markets. The company's current strategies include quantitative macro, systematic trend strategies, equity statistical arbitrage, a variety of multi-strategy and customized investments, as well as ESG advantage. | Directeur/Membre du Conseil | 01/06/2014 |
CBL Markets Holdings Pty Ltd.
 CBL Markets Holdings Pty Ltd. Miscellaneous Commercial ServicesCommercial Services CBL Markets Holdings Pty Ltd. facilitates trading of emissions allowances and offsets, water entitlements and allocations. The firm operates a platform that connects buyers and sellers around the world to facilitate the trading of products in environmental commodity markets. Its platform enables participants to trade Australian and the U.S. environmental products. The company was founded by Nathan Rockliff in 2009 and is headquartered in Sydney, Australia. | Président | - |
Manifold Partners LLC (Investment Management)
 Manifold Partners LLC (Investment Management) Investment ManagersFinance Manifold Partners LLC (Investment Management) (Manifold-IM) is the alternative investment management division of Manifold Partners LLC, a systematic asset manager and quant research advisory firm headquartered in San Francisco, California. The firm was founded by Donald H. Putnam in 2012. Manifold-IM provides asset management solutions to sophisticated investors. | Directeur Général | 01/09/2012 |
Align Infrastructure, Inc.
 Align Infrastructure, Inc. Financial ConglomeratesFinance Align Infrastructure, Inc. provides investment services. The private company is based in Geyserville, CA. The company was founded in 2020. The CEO is Joel Jacobs. | Directeur/Membre du Conseil | - |
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Anciens postes connus de Donald Putnam
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Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 3 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| BKF CAPITAL GROUP, INC. | Finance |
| GLASSBRIDGE ENTERPRISES, INC. | Finance |
| Entreprise privées | 20 |
|---|---|
Inference Corp. (California)
 Inference Corp. (California) Packaged SoftwareTechnology Services Inference Corp. (California) developed and supported enterprise customer relationship management software solutions. The company was founded by Theodore Marr and was headquartered in Novato, CA. | Technology Services |
Grail Partners LLC
 Grail Partners LLC Investment Banks/BrokersFinance Grail Partners LLC provides merchant banking services. It provides mergers, acquisitions, divestitures & restructuring services to global investment management businesses. It has offices in London, New York and San Francisco. The company was co-founded by Donald H. Putnam & William P. Henson in 2005 and is located in Boston, MA | Finance |
Financial Crossing, Inc.
 Financial Crossing, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Crossing, Inc. provides mortgage and liability management solutions. The firm offers web-based automated data, analytics, and a workflow platform that enables financial institutions and professionals to advice their clients to optimize liabilities such as mortgages, home equity & car loans, and credit cards. The company was founded by Adrian A. Nazari and Frederick L. A. Grauer in 2005 and is headquartered in Palo Alto, CA. | Commercial Services |
Integrated Trade Processing Corp.
 Integrated Trade Processing Corp. Information Technology ServicesTechnology Services Integrated Trade Processing Corp. provides trading technology services. It offers its services to the investment managers, brokers, custodians, plan sponsors and operations outsourcers. The firm also provides shared-services that includes integrated and middle-office solutions for real-time post-trade processing needs. The company was founded in 1999 and is headquartered in New York, NY. | Technology Services |
Grail Investment Corp.
Grail Investment Corp. Financial ConglomeratesFinance Grail Investment Corp. is a blank check company. It is seeking to acquire a controlling interest in a business in the financial services industry, other than depository institutions. Grail Partners LLC is the corporate sponsor of the company. Grail Investment Corp. was organized in December 2007 and is located in New York, NY | Finance |
White Oak Capital Corp.
White Oak Capital Corp. Investment ManagersFinance White Oak Capital Corp. provides investment services and manage a portfolio of senior secured loans. The company is headquartered in San Francisco, CA. | Finance |
Putnam Lovell NBF Securities
 Putnam Lovell NBF Securities Investment Banks/BrokersFinance Founded by Donald Putnam and Jefffrey Lovell in 1987, Putnam Lovell NBF Securities is a broker/dealer headquartered in New York City with an additional office in Boston. The firm is a subsidiary of Jefferies & Co., Inc. and their ultimate parent is Jefferies Group, Inc. (NYSE: JEF). Putnam Lovell NBF Securities provides a full array of trading and execution services for their clients. Their clients include U.S. and foreign financial institutions, mutual fund companies, private investment firms, broker/dealers, insurance companies, e-Finance companies and banks. | Finance |
| Putnam Lovell Securities, Inc. | Finance |
Bankers Trust Co. of Texas
 Bankers Trust Co. of Texas Financial ConglomeratesFinance Bankers Trust Co. of Texas is a state chartered commercial bank. The private company is based in Dallas, TX. | Finance |
Grail Partners (Private Equity)
Grail Partners (Private Equity) Investment ManagersFinance Grail Partners (Grail) is a private equity division of Grail partners LLC founded in 2005 by Don Putnam and Darlene Deremer. The firm is headquartered in San Francisco, California. | Finance |
| SEI Financial Services Co. | |
United Capital Financial Partners, Inc.
 United Capital Financial Partners, Inc. Investment ManagersFinance United Capital Financial Partners, Inc. engages in the provision of financial advisory services. It offers financial life management, guidance-driven investing, and extended financial services. The company was founded by Joseph John Duran, Patrick M. Bommarito and Caryn L. Westman in 2005 and is headquartered in Newport Beach, CA. | Finance |
Emerging Managers Group LP
Emerging Managers Group LP Investment Trusts/Mutual FundsMiscellaneous Emerging Managers Group LP engages in the distribution of offshore asset management products. The company was founded in 2008 and is headquartered in New York, NY. | Miscellaneous |
Manifold Partners LLC
Manifold Partners LLC Investment ManagersFinance Manifold Partners LLC provides investment advice. It offers investors with asset management solutions. The firm’s portfolios are designed to produce consistent, uncorrelated returns from a diversified set of global investment strategies. It specializes in portfolio management, risk management, trading, operations, client service and industry outreach as well as centralized infrastructure. The company was founded on June 10, 2013 and is headquartered in San Francisco, CA. | Finance |
Welton Investment Partners LLC
Welton Investment Partners LLC Investment ManagersFinance Part of Welton Investment Corp., Welton Investment Partners LLC is an alternative asset manager that specializes in innovative, uncorrelated, actively managed strategies to deliver maximum investor outcomes regardless of market conditions. The company is based in Carmel, CA and was founded by Patrick Welton, who has been the CEO since incorporation. Welton Investment Partners manages assets for institutional and private investors with offices in NY and CA. The firm seeks to generate consistent investor returns by identifying recurrent market themes across various market environments and delivering absolute returns with low correlation to the broader markets. The company's current strategies include quantitative macro, systematic trend strategies, equity statistical arbitrage, a variety of multi-strategy and customized investments, as well as ESG advantage. | Finance |
CBL Markets Holdings Pty Ltd.
CBL Markets Holdings Pty Ltd. Miscellaneous Commercial ServicesCommercial Services CBL Markets Holdings Pty Ltd. facilitates trading of emissions allowances and offsets, water entitlements and allocations. The firm operates a platform that connects buyers and sellers around the world to facilitate the trading of products in environmental commodity markets. Its platform enables participants to trade Australian and the U.S. environmental products. The company was founded by Nathan Rockliff in 2009 and is headquartered in Sydney, Australia. | Commercial Services |
Manifold Partners LLC (Investment Management)
Manifold Partners LLC (Investment Management) Investment ManagersFinance Manifold Partners LLC (Investment Management) (Manifold-IM) is the alternative investment management division of Manifold Partners LLC, a systematic asset manager and quant research advisory firm headquartered in San Francisco, California. The firm was founded by Donald H. Putnam in 2012. Manifold-IM provides asset management solutions to sophisticated investors. | Finance |
Xpansiv Ltd.
 Xpansiv Ltd. Packaged SoftwareTechnology Services Xpansiv CBL Holding Group Ltd. operates as a commodity exchange. The firm ingests data, sourced from each commodity?s lifecycle, and converts it into Intelligent Commodities-digital assets that enable transactions based on comprehensive information. The company was founded by Joe Madden and is headquartered in Sydney, Australia. | Technology Services |
Align Infrastructure, Inc.
Align Infrastructure, Inc. Financial ConglomeratesFinance Align Infrastructure, Inc. provides investment services. The private company is based in Geyserville, CA. The company was founded in 2020. The CEO is Joel Jacobs. | Finance |
Avalon Acquisition, Inc.
 Avalon Acquisition, Inc. Financial ConglomeratesFinance Avalon Acquisition, Inc. is a blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on October 12, 2020 and is headquartered in San Francisco, CA. | Finance |