CRIMSON MANAGEMENT

RIASEC RegisteredEst. 2004
Total AUM
$324M
Discretionary
$199M
61% of AUM
Avg account
$5.9M
Accounts
55
Employees
2
Advisory reps
1

Firm details

Headquarters
HOUSTON, Texas
CRD number
111779
Registered since
April 8, 2004
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 41%, Public Funds/Mutual Funds 41%, Non-Exchange Traded Equities 12%, Cash & Cash Equivalents 6%41%
  • Exchange Traded Equities41%
  • Public Funds/Mutual Funds41%
  • Non-Exchange Traded Equities12%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • DEAN PUTTERMAN

    OwnerCRD 1648264

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth