Our History
Crestone Capital Advisors LLC, through its registered affiliates, has over 20 years of experience* in providing specialized wealth management services to ultra-high-net-worth entrepreneurs, CEOs, multi-generational families and foundations. Today, Crestone advises on approximately $1 billion in client assets under management.
20 years of service to ultra-high-net-worth families:
- 1991 Eric J. Kramer Company founded
- 2000 Crestone Capital Advisors LLC founded
- 2001 First pooled vehicle for hedge funds created
- 2002 First annual Client Investment Conference
- 2005 RIA client assets under management reached $500M
- 2008 First annual Finding Meaning in Money Conference
- 2008 The Crestone Foundation was established
- 2008 Opening of the Denver office
- 2008 Crestone named one of the Best Companies to Work for in Colorado by ColoradoBiz Magazine
- 2010 Major expansion of the Boulder headquarters office
- 2010 Crestone again named one of the Best Companies to Work for in Colorado by ColoradoBiz Magazine
* Founded in 1991 as the Eric J. Kramer Company, the predecessor to Crestone.