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Carlson Capital Management, LLC

CRD 281544SEC# 801-106832Northfield, MN
Export (members)
No longer SEC-registered. Carlson Capital Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.81B
Employees
78
Accounts
8,551
Location
Northfield, MN

Carlson Capital Management, LLC assets under management

Carlson Capital Management, LLC is an SEC-registered investment adviser based in Northfield, MN. It reports $3.8 billion in regulatory assets under management and employs 78 people.
View on SEC.gov ↗

Carlson Capital Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Carlson Capital Management ControlMemberOver 75%2016
Gregory Alan Carlson ControlFounder & CeoUnder 5%2015
Jeffrey Robert Carlson ControlFounder & Secretary/TreasurerUnder 5%2015
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Frequently asked questions

How much does Carlson Capital Management, LLC manage?

Carlson Capital Management, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.

How many employees does Carlson Capital Management, LLC have?

Carlson Capital Management, LLC reports 78 employees.

Where is Carlson Capital Management, LLC located?

Carlson Capital Management, LLC is based in Northfield, MN.

Does Carlson Capital Management, LLC disclose fund performance?

Carlson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11 Bridge Square, Northfield, MN 55057
Office hours8a.m. To 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$3.8B
Non-discretionary$13.5M
Total (RAUM)$3.81B