Pathstone Acquires Colorado-based Crestone Capital

Pathstone has acquired Crestone Capital, a Boulder, Colorado-based registered investment advisor firm managing over $3 billion in client assets. Crestone, established in 1991 by Eric Kramer, focuses on providing advisory services to ultra-high-net-worth entrepreneurs and executives.

With more than 50 employees and offices in Colorado, Texas, and California, Crestone serves about 150 families. As part of the acquisition, Eric Kramer will become a member of Pathstone's chief executive officer council and chief investment office.

Eric Kramer, beyond his work at Crestone, has significantly impacted academia through his roles at the University of Colorado Foundation, serving on the board for over a decade and as Chairman of its Investment Committee for eight years. His extensive 40-year career in the industry was honored in 2019 with the University of Colorado Leeds School of Business Distinguished Alumni Lifetime Service Award.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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