Carlson Capital, L.P.

RIASEC RegisteredEst. 2001
Total AUM
$597M
Discretionary
$597M
100% of AUM
Avg account
$42.7M
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 limited partnership operating as a hedge fund and registered with the SEC since 2001. The firm serves institutional clients, runs pooled investment vehicles and performs CPO/CTA functions, and also acts in sponsor/GP/managing-member roles for funds it manages. Its client fee model combines a percentage of assets under management with performance-based compensation. The firm does not identify as an active ESG investor in its reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Rahim Ibrahim

    Rahim Ibrahim

    Chief Compliance Officer and Senior CounselCRD 6808852

  • Clint Carlson

    Clint Carlson

    President, Chief Investment OfficerCRD 2410952

  • Michael Boyle

    Chief Financial OfficerCRD 8229303

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Contacts

1 of 1
  • Nancy Carlson

    PartnerCRD 4454016

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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 Mc Kinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth