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Carlson Capital, L.P.

● SEC registered since 2001CRD 118156SEC# 801-60758Dallas, TX
Export (members)
Ranks #4,113 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$429.3M
Fund GAV
$180.8M
Private funds
12
Employees
26
Accounts
14
Location
Dallas, TX

Carlson Capital, L.P. assets under management

Carlson Capital, L.P. is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2001. It reports $429.3 million in regulatory assets under management and employs 26 people. Carlson Capital, L.P. manages 12 private funds with combined gross assets of $180.8 million, including Black Diamond Offshore Ltd. By regulatory assets, it ranks 4,113 of 6,004 private fund managers.

Carlson Capital, L.P. private funds

12 funds · $180.8M GAV
FundTypeGross assetsMin.
Black Diamond Offshore Ltd.Hedge$88.3M$1M
Double Black Diamond Offshore Ltd.Hedge$46.6M$5M
Black Diamond Clean Energy, L.P.Hedge$31.1M$1M
Black Diamond Arbitrage Offshore Ltd.Hedge$7.9M$1M
Double Black Diamond, L.P.Hedge$6.5M$5M
Double Black Diamond Intermediate Ltd.Hedge$187K$5M
Edca 2019 Fund L.P.Hedge$159K$10K
Black Diamond Ltd.Hedge$30K$1M
Black Diamond Partners, L.P.Hedge$22K$1M
Black Diamond Arbitrage Ltd.Hedge$13K$1M
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Carlson Capital, L.P. owners & executives

7 reported
NameTitleOwnershipSince
Asgard Investment Corp. II ControlGeneral PartnerUnder 5%2010
Clint Duane Carlson ControlPresident, Chief Investment OfficerOver 75%1993
Michael Timothy Boyle ControlChief Financial OfficerUnder 5%2025
Nancy Packer Carlson ControlLimited PartnerUnder 5%1993
Rahim Ibrahim ControlGeneral Counsel And Chief Compliance OfficerUnder 5%2023
Travis Aaron Goldammer ControlChief Operating OfficerUnder 5%2021
Clint Duane Carlson ControlSole Shareholder/DirectorOver 75%2022

Frequently asked questions

How much does Carlson Capital, L.P. manage?

Carlson Capital, L.P. reports $429.3 million in regulatory assets under management on its Form ADV.

How many private funds does Carlson Capital, L.P. manage?

Carlson Capital, L.P. manages 12 private funds with combined gross assets of $180.8 million.

How many employees does Carlson Capital, L.P. have?

Carlson Capital, L.P. reports 26 employees.

Where is Carlson Capital, L.P. located?

Carlson Capital, L.P. is based in Dallas, TX and has been SEC-registered since 2001.

Does Carlson Capital, L.P. disclose fund performance?

Carlson Capital, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2100 McKinney Ave, Suite 1900, Dallas, TX 75201
Phone214-932-9600
Fax214-932-9712
Office hours8:30a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1056973
Discloses disciplinary historyYes

Regulatory AUM

$429.3M▲ 61%
Mar '25 — $266.2MApr '25 — $266.2MMay '25 — $266.2MJun '25 — $266.2MJul '25 — $266.2MAug '25 — $266.2MSep '25 — $266.2MOct '25 — $266.2MNov '25 — $266.2MDec '25 — $266.2MJan '26 — $266.2MFeb '26 — $292.8MMar '26 — $343.8MApr '26 — $343.8MMay '26 — $429.3MJun '26 — $429.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
AUM vs fund managersTop 68%
Larger than 32% of 6,004 private-fund managers
Number of fundsTop 21%
More funds than 79% of fund managers
EmployeesTop 20%
More than 80% of 16,825 advisers

Assets under management

$429.3Mregulatory AUM
Discretionary $429.3M

Service providers

Auditor
Custodian
Administrator