# FENIMORE ASSET MANAGEMENT, INC.

FENIMORE ASSET MANAGEMENT, INC. of COBLESKILL, NY is an SEC-registered investment adviser.

## Registration

- CRD: 110946
- Type: SEC-registered investment adviser
- SEC file number: 801-10429
- Location: 384 NORTH GRAND STREET, COBLESKILL, NY, 12043
- Phone: 518-234-4393
- Latest filing: 2026-01-02
- Regulatory AUM: $5.4B
- Discretionary AUM: $5.4B
- Clients: 43
- Accounts: 1,192

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations, Investment cos

## Officers, owners & control persons (40)

_Showing 25 of 40 people._

| Name | Role | Location |
| --- | --- | --- |
| Thomas Oliver Putnam | EXECUTIVE CHAIRMAN, DIRECTOR | Cobleskill, NY |
| Patricia Anne Putnam | VICE PRESIDENT, DIRECTOR | Cobleskill, NY |
| Michael Frank Balboa | CHIEF FINANCIAL OFFICER/TREASURER/SECRETARY | — |
| Anne B Putnam | CHIEF EXECUTIVE OFFICER | — |
| Christian Adams Snyder | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Paul Claver Hogan | PORTFOLIO MANAGER | — |
| Joyce Marie Lapreta | CHIEF COMPLIANCE OFFICER | New York, NY |
| John Derwin Fox | CHIEF INVESTMENT OFFICER | — |
| PUTNAM EDWARD B | CHIEF EXECUTIVE OFFICER; DIRECTOR; SENIOR VICE PRESIDENT, HEAD OF INTERMEDIARIES | — |
| KRUEGER JOHN WILLIAM | DIRECTOR | — |
| SINGER ROBERT B | DIRECTOR | — |
| CHELIUS GEORGE BENEDICT | DIRECTOR; DIRECTOR EMERITUS; DIRECTOR OF MARKETING, DIRECTOR | — |
| SERVENTI MICHAEL J | DIRECTOR | — |
| PUTNAM THOMAS OLIVER | CHAIRMAN, CEO, DIRECTOR; CHAIRMAN, TREASURER, CEO, DIRECTOR; EXECUTIVE CHAIRMAN (+1 more) | — |
| PUTNAM PATRICIA ANNE | VICE PRESIDENT, DIRECTOR | — |
| SHULTZ HERBERT LLOYD | DIRECTOR; PRESIDENT, COO, DIRECTOR | — |
| BUCCI JOSEPH ARTHUR | ASSISTANT SECRETARY, ASSISTANT CONTROLLER; SECRETARY, CONTROLLER; SECRETARY, CONTROLLER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| TATEM SANDRA L | DIRECTOR | — |
| MONTANA DAVID D | DIRECTOR | — |
| RICHTER CHARLES HENRY | CHIEF COMPLIANCE OFFICER | — |
| GOLDMAN PETER ANDREW | PRESIDENT, COO | — |
| JORDAN LAUREN ELIZABETH | DIRECTOR | — |
| RANKIN CATHERINE MATHEWS | DIRECTOR | — |
| HANNAY ROGER ALLEN | DIRECTOR | — |
| POLLITIZER DAVID JOHN | PRESIDENT/COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110946/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110946/similar
- Related entities: https://search.stillhousedata.com/firm/110946/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110946

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.