Putterman Dean Eliot

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Assets, Funds, Holdings

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Putterman Dean Eliot
CRD #111779
SEC #801-62962
CIK #0000062962
AUM $380.0 MM (2024-03-26)
Employees 2 (50% Investors, 0% Brokers)
Phone713-525-1520
Address99 Detering, Suite 140
Houston, TX 77007
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
4003202401608002004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 53 380.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 57 380.0
By Discretionary
Discretionary 51 173.0
Non-Discretionary 6 207.0
Total 57 380.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 380.0
Total 57 380.0
Comparable Firms State AUM ($BB)
Total Management Group Inc
NY 0.4
Redwood Holdings LLC
CA 0.4
van Strum & Towne Inc
CA 0.4
Macdougall Financial Counseling
PA 0.4
Nvest Financial LLC
NH 0.4
VAM Group Inc
MI 0.4
Aspire Wealth Management Corporation
MA 0.4
Financial Life Focus LLC
PA 0.4
RAIN Capital Management LLC
OR 0.4
WealthEdge Investment Advisors LLC
NY 0.4
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