CRIMSON INVESTMENT MANAGERS, LLC
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
FINTRXOverview
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
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 Equities75%
- US Government Bonds15%
- Cash & Cash Equivalents10%
Contacts
1 of 1LUAN VO
Founder & PrincipalCRD 5976274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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