Jeffrey Robert Carlson
Founder & Secretary/TreasurerCarlson Capital Management, LLCCRD 1232717
About Jeffrey Robert Carlson
Jeffrey Robert Carlson is listed as Founder & Secretary/Treasurer at Carlson Capital Management, LLC in Northfield, MN. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Robert Carlson is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Carlson Capital Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Robert Carlson work?
Jeffrey Robert Carlson is listed as Founder & Secretary/Treasurer at Carlson Capital Management, LLC on SEC Form ADV.
How much of Carlson Capital Management, LLC does Jeffrey Robert Carlson own?
Form ADV reports a beneficial ownership band of Under 5%.
Carlson Capital Management, LLC
| Title | Founder & Secretary/Treasurer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
Ccm Investment Group, LLC
| Title | Founder & Secretary/Treasurer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1988 |
Carlson Capital Management, LLC
| Title | Founder & Secretary/Treasurer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1988 |