DFX Intelligence

Data Factory

RIA / WealthAdvisor44 years in industry

ERIC JOHN KRAMER

Advisor at PATHSTONE

Boulder, CO | ENGLEWOOD, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bd1443dd-a8da-66c8-5987-9b1b79da7b49

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 2
Observed: Jun 22, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Eric John Kramer

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Eric John Kramer

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PATHSTONE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 30, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 30, 1982
First registration: Jun 22, 2000
Dual registered: no
IAPD individual key: 1029933

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Pathstone	Independent wealth	May 21, 2024	n/a	yes	ENGLEWOOD, NJ\|Boulder, CO	Current employment
CRESTONE ASSET MANAGEMENT LLC	Former SEC adviser	Jan 24, 2017	May 8, 2024	no	BOULDER, CO	Previous registration
CRESTONE ASSET MANAGEMENT LLC	Former SEC adviser	Jun 22, 2000	Dec 31, 2016	no	BOULDER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CRESTONE ASSET MANAGEMENT LLC	Pathstone	May 8, 2024	May 21, 2024	13	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108581:151736:CO:2024-05-08	May 8, 2024	May 21, 2024	BOULDER, CO	Firm change

Relationships

Registered with (2)

→ PATHSTONERegistered adviserregistration: current employment
May 21, 2024 to presentfactForm ADV
→ CRESTONE ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 24, 2017 to May 8, 2024factForm ADV

Dated events

Occurred
May 8, 2024
Advisor changed firm
Eric John Kramer left Crestone Asset Management Llc for Pathstone (registered 2024-05-21)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd1443dd-a8da-66c8-5987-9b1b79da7b49
First observed: Jun 22, 2000
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ERIC JOHN KRAMER

Advisor at PATHSTONE

Boulder, CO | ENGLEWOOD, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bd1443dd-a8da-66c8-5987-9b1b79da7b49

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pathstone

Independent wealth

May 21, 2024

n/a

yes

ENGLEWOOD, NJ|Boulder, CO

Current employment

CRESTONE ASSET MANAGEMENT LLC

Former SEC adviser

Jan 24, 2017

May 8, 2024

BOULDER, CO

Previous registration

CRESTONE ASSET MANAGEMENT LLC

Former SEC adviser

Jun 22, 2000

Dec 31, 2016

BOULDER, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CRESTONE ASSET MANAGEMENT LLC

Pathstone

May 8, 2024

May 21, 2024

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

108581:151736:CO:2024-05-08

May 8, 2024

May 21, 2024

BOULDER, CO

Firm change