SourcingSourcing

PUTTERMAN, DEAN ELIOT

B61
CRD 111779·SEC 801-62962·HOUSTON, TX
AUM
$324.5M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$973K
@ 30% margin
Est. Deal Value
$7.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PUTTERMAN, DEAN ELIOT
CRD
111779
SEC file #
801-62962
EIN
—
DBA names
Crimson Management

Economics

AUM
$324.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$374.3M → $324.5M▼ -13%
Client mix
Individuals High Net Worth53

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
crimsonmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PUTTERMAN, DEAN, ELIOT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PUTTERMAN, DEAN, ELIOT
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CRIMSONMANAGEMENT.COM
Rdap Domain Creation Date
2001-01-03T19:32:55Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Netregistry Wholesale Pty Ltd

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-01-03T19:32:55Z
Rdap Domain Last Changed
2026-01-03T08:59:50Z
Rdap Nameservers
Yns1.yahoo.comYns2.yahoo.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
1648264
Trust Company Affiliate
No

People (1)

1
PUTTERMAN, DEAN, ELIOT
Direct Owner · 87.5%
1648264