CRIMSON MANAGEMENT
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 111779
- Registered since
- April 8, 2004
- Website
- www.crimsonmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.21%
- Charitable Organizations7.79%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Crimson Management operates as a single-owner advisory focused on individuals and families, offering portfolio management and the selection of outside advisers. The firm uses a percentage-of-AUM fee model and is set up to act as a capital allocator—directing client capital across public markets and third-party alternative managers. Its stated activity emphasizes equities as the primary preference, with discretionary authority covering a majority of assets under management. Crimson Management does not position itself as an active ESG investor and is structured as a sole proprietorship that has been SEC-registered since 2004.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Public Funds/Mutual Funds41%
- Non-Exchange Traded Equities12%
- Cash & Cash Equivalents6%
Contacts
1 of 1DEAN PUTTERMAN
OwnerCRD 1648264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 99 Detering St
- Time zone
- CT (UTC-6)
- Office locations
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