Carlson Capital Management, LLC
CRD 281544SEC# 801-106832Northfield, MN
No longer SEC-registered. Carlson Capital Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.81B
Employees
78
Accounts
8,551
Location
Northfield, MN
Carlson Capital Management, LLC assets under management
Carlson Capital Management, LLC is an SEC-registered investment adviser based in Northfield, MN. It reports $3.8 billion in regulatory assets under management and employs 78 people.
Carlson Capital Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlson Capital Management Control | Member | Over 75% | 2016 |
| Gregory Alan Carlson Control | Founder & Ceo | Under 5% | 2015 |
| Jeffrey Robert Carlson Control | Founder & Secretary/Treasurer | Under 5% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Carlson Capital Management, LLC manage?
Carlson Capital Management, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.
How many employees does Carlson Capital Management, LLC have?
Carlson Capital Management, LLC reports 78 employees.
Where is Carlson Capital Management, LLC located?
Carlson Capital Management, LLC is based in Northfield, MN.
Does Carlson Capital Management, LLC disclose fund performance?
Carlson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11 Bridge Square, Northfield, MN 55057 |
| Office hours | 8a.m. To 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$3.81BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$3.81Bregulatory AUM
Discretionary $3.8BNon-discretionary $13.5M