RIA Intel›Advisers›Minnesota›CARLSON CAPITAL MANAGEMENT, LLC

CARLSON CAPITAL MANAGEMENT, LLC

Advisory

N·NORTHFIELD, MN

Data as of Mar 27, 2024 · Source: SEC Form ADV

Total AUM

$3.8B

1-Year AUM Growth

+17.0%

3-Year CAGR

+10.5%

Employees

33

Assets Under Management

Total AUM$3.8B

Discretionary AUM$3.8B

Non-Discretionary AUM$13M

Discretionary %99.6%

Total Clients1,698

Team

Total Employees33

Investment Advisers78

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record28

First FilingOct 19, 2015

Latest FilingMar 27, 2024

🔒 Full AUM trend chart and 28 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CARLSON CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.