CARLSON CAPITAL, L.P.

RIASEC RegisteredEst. 2001
Total AUM
$429M
Discretionary
$429M
100% of AUM
Avg account
$30.7M
Accounts
14
Employees
26
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
118156
Registered since
December 11, 2001
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Carlson Capital, L.P. is a SEC-registered hedge fund organized as a limited partnership and operating since 2001. The firm primarily serves institutional clients and runs pooled investment vehicles; its regulatory filings list it as a CPO/CTA and as sponsor/GP/managing member for pooled vehicles. Compensation is a mix of a percentage of assets under management and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Rahim Ibrahim

    Chief Compliance Officer and Senior CounselCRD 6808852

  • CLINT CARLSON

    President, Chief Investment OfficerCRD 2410952

  • Michael Boyle

    Chief Financial OfficerCRD 8229303

Unlock 1 more executives

Contacts

1 of 1
  • NANCY CARLSON

    PartnerCRD 4454016

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2100 McKinney Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth