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Jeffrey Robert Carlson

Founder & Secretary/TreasurerCarlson Capital Management, LLCCRD 1232717

About Jeffrey Robert Carlson

Jeffrey Robert Carlson is listed as Founder & Secretary/Treasurer at Carlson Capital Management, LLC in Northfield, MN. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Robert Carlson is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Carlson Capital Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Robert Carlson work?

Jeffrey Robert Carlson is listed as Founder & Secretary/Treasurer at Carlson Capital Management, LLC on SEC Form ADV.

How much of Carlson Capital Management, LLC does Jeffrey Robert Carlson own?

Form ADV reports a beneficial ownership band of Under 5%.

Carlson Capital Management, LLC

TitleFounder & Secretary/Treasurer
OwnershipUnder 5%
Control personYes
Since2015
View Carlson Capital Management, LLC →

Ccm Investment Group, LLC

TitleFounder & Secretary/Treasurer
Ownership25-50%
Control personYes
Since1988
View Ccm Investment Group, LLC →

Carlson Capital Management, LLC

TitleFounder & Secretary/Treasurer
Ownership25-50%
Control personYes
Since1988
View Carlson Capital Management, LLC →