Eric John Kramer

Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → 03/2024
  Crestone Capital Llc
  Boulder, CO
• 04/2024 → Present
  Pathstone
  Boulder, CO

Previous Registrations

• 2017-01-24 → 2024-05-08
  Crestone Asset Management Llc
  Boulder, CO
• 2000-06-22 → 2016-12-31
  Crestone Asset Management Llc
  Boulder, CO

Other Businesses

I, Eric Kramer, am a Member of and have an interest in Steamboat Powdercats, LLC, which operates snowcat skiing operations in Colorado. However, I am not actively involved in the day-to-day management of this business.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-25
• S63 Uniform Securities Agent State Law Examination
  1982-08-30