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CRIMSON MANAGEMENT

Legal name: PUTTERMAN, DEAN ELIOT

CRD 111779File 801-62962
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$324.5M
Below cohort median (national)
Discretionary AUM
$199.5M
Non-discretionary $125.0M
Clients
53
55 accounts
Employees
2
Below cohort median in TX

Identity & registration

ADV Item 1
Organization form
Sole Proprietorship
Firm type
Registered
SEC region
FWRO
Registration date
Apr 8, 2004
Principal office
99 DETERING, SUITE 140, HOUSTON, TX, 77007
Phone
713-525-1520

Assets & accounts

ADV Item 5F
Total regulatory AUM
$324.5M
Discretionary AUM
$199.5M
Non-discretionary AUM
$125.0M
Discretionary accounts
53
Non-discretionary accounts
2
Total accounts
55
AUM per client
$6.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$25.3M
High net worth individuals53$299.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.