1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CARLSON CAPITAL, L.P.

Map pinDALLAS, TX
Phone214-932-9600
NotebookSEC #801-60758
Total AUM
$429.3M
Employees
26
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 MCKINNEY AVE
SUITE 1900
DALLAS
TX 75201
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
214-932-9600

ReceiptFinancials

Total AUM
$429.3M
Accounts
14
Discretionary
$429.3M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
14
AUM
$429.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
TX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

Feature requires an account