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Carson Management Company, LLC

● SEC registered since 2010CRD 153261SEC# 801-71258Dallas, TX
Export (members)
Ranks #3,986 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$469.3M
Fund GAV
$469.3M
Private funds
20
Employees
6
Accounts
20
Location
Dallas, TX

Carson Management Company, LLC assets under management

Carson Management Company, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2010. It reports $469.3 million in regulatory assets under management and employs 6 people. Carson Management Company, LLC manages 20 private funds with combined gross assets of $469.3 million, including Carson Private Capital/Tdr Fund IV, LP. By regulatory assets, it ranks 3,986 of 6,004 private fund managers.

Carson Management Company, LLC private funds

20 funds · $469.3M GAV
FundTypeGross assetsMin.
Carson Private Capital/Tdr Fund IV, LPPrivate Equity$46.4M$1M
Cpc Tdr Fund V, LPPrivate Equity$45.1M$250K
Cpc Landmark Secondary Equity Fund XVI, LPPrivate Equity$43.1M$1M
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Carson Management Company, LLC owners & executives

6 reported
NameTitleOwnershipSince
Catherine Brooks Carson Cavender ControlDirectorUnder 5%2023
Gregory Thomas Giannini ControlChief Compliance Officer/Chief Financial Officer/Secretary/TreasurerUnder 5%2011
Katherine Risher Smith ControlDirector, Finance And AccountingUnder 5%2023
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Frequently asked questions

How much does Carson Management Company, LLC manage?

Carson Management Company, LLC reports $469.3 million in regulatory assets under management on its Form ADV.

How many private funds does Carson Management Company, LLC manage?

Carson Management Company, LLC manages 20 private funds with combined gross assets of $469.3 million.

How many employees does Carson Management Company, LLC have?

Carson Management Company, LLC reports 6 employees.

Where is Carson Management Company, LLC located?

Carson Management Company, LLC is based in Dallas, TX and has been SEC-registered since 2010.

Does Carson Management Company, LLC disclose fund performance?

Carson Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2911 Turtle Creek Blvd., Ste. 1050, Dallas, TX 75219
Phone214.999.1000
Office hours8:30 a.m.-5:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$469.3M▼ 2%
Feb '25 — $478.8MMar '25 — $478.8MApr '25 — $478.8MMay '25 — $478.8MJun '25 — $478.8MJul '25 — $457.9MAug '25 — $457.9MSep '25 — $457.9MOct '25 — $457.9MNov '25 — $457.9MDec '25 — $457.9MJan '26 — $457.9MFeb '26 — $469.3MMar '26 — $469.3MApr '26 — $469.3MMay '26 — $469.3MJun '26 — $469.3M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
AUM vs fund managersTop 66%
Larger than 34% of 6,004 private-fund managers
Number of fundsTop 12%
More funds than 88% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$469.3Mregulatory AUM
Discretionary $469.3M

Service providers