# Crimson Management

> Crimson Management is an SEC-registered investment advisory firm in Houston, TX, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 111779
- Filed as: CRIMSON MANAGEMENT
- Legal name: Putterman, Dean Eliot
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111779
- AdvisorCensus page: https://advisorcensus.com/firm/crimson-management-houston-tx-111779

## Quick answers

**How is Crimson Management compensated?**
On its Form ADV (Item 5.E, October 2026), Crimson Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Crimson Management located?**
Crimson Management's principal office is in Houston, TX, according to its Form ADV.

**Is Crimson Management registered with the SEC or a state?**
Crimson Management is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 111779.

**How much does Crimson Management manage?**
Crimson Management reports $324,484,824 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (61% discretionary).

**How have Crimson Management's assets and staff changed since 2021?**
In the Form ADV data for Crimson Management: Regulatory assets under management: $363,000,000 in the October 2021 data and $324,484,824 in the October 2026 data, down 11%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crimson Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (53).

**Which custodians does Crimson Management use?**
Crimson Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Crimson Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111779

**Does Crimson Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "The minimum account size is $2 million of assets under management and advisory." "Crimson Management has the discretion to waive the account minimum."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> The minimum account size is $2 million of assets under management and advisory.

> Crimson Management has the discretion to waive the account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $324,484,824
- Discretionary: $199,484,824
- Non-discretionary: $125,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 53 | $299,212,416 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $25,272,408 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crimsonmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $363,000,000 | 2 | March 19, 2021 |
| October 2022 | $388,000,000 | 2 | March 30, 2022 |
| October 2023 | $365,000,000 | 2 | March 30, 2023 |
| October 2024 | $380,000,000 | 2 | March 26, 2024 |
| October 2025 | $344,830,525 | 2 | March 25, 2025 |
| October 2026 | $324,484,824 | 2 | March 12, 2026 |

Regulatory assets under management: $363,000,000 in the October 2021 data and $324,484,824 in the October 2026 data, down 11%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crimson Management (CRD 111779): Form ADV filing data as of October 2026.