CRIMSON INVESTMENT MANAGERS, LLC

RIASEC Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$586K
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
WESTMINSTER, California
CRD number
282498
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Crimson Investment Managers, LLC is a small, fee-based registered adviser that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm runs separate managed accounts with a clear tilt toward public equities, using percentage-of-AUM billing and custodial relationships that support direct market access and trading. Crimson does not position itself as an ESG investor and appears to operate with a concentrated client base rather than broad institutional relationships. Investment activity centers on equity-oriented strategies delivered through separately managed accounts. The firm supplements core public-equity allocations with mutual funds and annuities where appropriate, and it selectively places client capital into alternative vehicles—private equity, venture capital, private placements and real estate—when suitability and minimums allow. The adviser’s scale implies a hands-on, relationship-driven approach to portfolio construction and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 15%, Cash & Cash Equivalents 10%75%
  • Exchange Traded Equities75%
  • US Government Bonds15%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • LUAN VO

    Founder & PrincipalCRD 5976274

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WESTMINSTER, CA

ORANGE

Location

WESTMINSTER, CA

Headquartered in WESTMINSTER, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
9550 Bolsa Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth