Carlson Capital, L.p.
Carlson Capital, L.p. is an SEC-registered asset manager in Dallas, TX with $429.3M assets under management (AUM, regulatory AUM), +61% over one year. See who owns Carlson Capital, L.p.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118156, SEC 801-60758, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $429.3M (2026-05-04)
- Firm type
- Asset Manager
- Location
- Dallas, TX
- Employees
- 26
- Clients
- 14
- CRD
- 118156
- Ownership
- TRICE, ROY, HAROLD; CARLSON, NANCY, PACKER; YOUGHIOGENY HOLDINGS, LP; CARLSON, CLINT; ALPAR, LYNNE, BREEN
How much AUM does Carlson Capital, L.p. have?
Carlson Capital, L.p. reported $429.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Carlson Capital, L.p.?
Disclosed owners and executives of Carlson Capital, L.p. include TRICE, ROY, HAROLD, CARLSON, NANCY, PACKER, YOUGHIOGENY HOLDINGS, LP, CARLSON, CLINT, ALPAR, LYNNE, BREEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.