$324.5M Total AUM
$199.5M Disc. AUM
-4.0% 3Y CAGR
2 Employees
58 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-1995
- Office Locations
- 1
Office Locations
99 Detering, Suite 140 Houston TX
About Crimson Management
Crimson Management is a Houston-based SEC-registered RIA providing investment advice and portfolio management for individuals, trusts, and pension/profit-sharing plans. The firm emphasizes asset allocation using ETFs and public funds and also offers financial planning and insurance-related guidance. Owner Dean Eliot Putterman personally delivers all client advice and files annual ADV disclosures.
Team overview
-- AVG AGE
$324.5M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
30.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Value Horizon Harbor
Client Personas
Ridge
Investment Themes
Vertex frontier Beacon
Investment Vehicles
Optima
Services
North bridge Catalyst ember Harbor
Owner & Executives
D
DEAN ELIOT PUTTERMAN
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
(946) 752-5407
pioneer.prime@pathwaycapital.com
in linkedin.com/in/wave-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,484,824 | $3,763,865 |
| Non-Discretionary | $125,000,000 | $62,500,000 |
| Total | $324,484,824 | $5,899,724 |
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Separately Managed Accounts
Total SMA Asset: $324,484,824
Equity - Exchange:
40.5% Public Funds:
13.1% Equity - OTC:
21.9% Cash:
24.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,304,198,690 | 40.5% |
| Public Funds | $745,308,712 | 13.1% |
| Equity - OTC | $1,245,974,107 | 21.9% |
| Cash | $1,393,897,973 | 24.5% |
| Total | $5,689,379,482 | 100.0% |