Carson Management Company, LLC

RIASEC RegisteredEst. 2010
Total AUM
$475M
Discretionary
$475M
100% of AUM
Avg account
$23.8M
Accounts
20
Employees
6
Advisory reps
6

Firm details

Headquarters
Dallas, Texas
CRD number
153261
Registered since
April 1, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Carson Management Company, LLC is organized as an LLC and operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner, and managing member on pooled vehicles while also undertaking portfolio management for those vehicles. Fee arrangements combine a percentage-of-assets model with performance-based fees. Carson is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not structured as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Royal Carson

    Royal Carson

    Founder & Chief Exceutive OfficerCRD 41939

Contacts

3 of 5
  • Katherine Smith

    DirectorCRD 7877279

  • Royal Carson

    Royal Carson

    Managing PartnerCRD 6585492

  • Catherine Carson Cavender

    DirectorCRD 7877295

Unlock 2 more contacts

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
2911 Turtle Creek Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth