Carlson Capital, L.P.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 118156
- Registered since
- December 11, 2001
- Website
- www.carlsoncapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Contacts
1 of 1Nancy Carlson
PartnerCRD 4454016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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 Mc Kinney Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Murphy & Sylvest
RIADallas, TX
CIC Partners Management LLC
RIADallas, TX
Burford Brothers, Inc.
RIADallas, TX
Castleview Partners, LLC
RIADallas, TX
Thackeray Partners
RIADallas, TX
Slotnik Capital, LLC
RIADallas, TX