Carlson Capital, LP
Carlson Capital, LP (CRD# 118156) is a financial advisory firm headquartered in Dallas, TX. They manage $2,100,843,314 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management2,101MILLION
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$140,056,221
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Carlson Capital, LP
1
Clint Carlson (CRD# 2410952) is an Investment Advisor Representative working at Carlson Capital, LP in Dallas, TX and has over 29 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.