Carlson Capital, LP

Carlson Capital, LP (CRD# 118156) is a financial advisory firm headquartered in Dallas, TX. They manage $20,524,943,274 in 34 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    20,525
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $603,674,802
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NY, TX

Financial Advisors at Carlson Capital, LP
Showing 1 - 1 of 1 top financial advisors.
1
Clint D. Carlson
CRD#: 2410952
2100 Mckinney Ave, Suite 1800, Dallas, TX 75201
93
Wealthminder
score

Clint Carlson (CRD# 2410952) is an Investment Advisor Representative working at Carlson Capital, LP in Dallas, TX and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.