Carlson Capital, L.P
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Overview
Carlson Capital, L.P is an advisory firm that has its headquarters in Dallas, Texas. The company manages $2.1 billion in assets across 15 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). It has an average-sized group, including 22 financial advisors. Carlson Capital, L.P is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as options, stocks and bonds.
Carlson Capital, L.P manages all of its client assets in a discretionary manner. Discretionary management means that a portfolio manager makes transaction judgments for the client's account without needing to seek the client's consent. The firm oversees about $140.1 million in assets for each client account. The typical financial advisor at Carlson Capital, L.P manages fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's headquarters is at 2100 Mckinney Ave, Dallas, Texas 75201. It is legally registered to serve customers across 2 states, including New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Carlson Capital, L.P by the Numbers
$2.1 billion
51
15
$140.1 million
Fee Structure
Financial advisory fees largely depend on the type of financial services offered. Fees charged by Carlson Capital, L.P likely are comprised of some combination of the following fee types: asset-based or performance-based. Carlson Capital, L.P does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles and other. Out of its 15 customers, Carlson Capital, L.P's biggest client group is pooled investment vehicles. About 60% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Carlson Capital, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Carlson Capital, L.P
Dallas, TX
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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