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CARLSON CAPITAL, L.P.

CRD 118156 · SEC 801-60758

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2100 MCKINNEY AVE, SUITE 1900, DALLAS, TX, 75201, United States

Phone

214-932-9600

Fax

214-932-9712

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$429.3M

Discretionary AUM

$429.3M

Team

26 total employees; 10 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-05-04

Disciplinary history

Yes

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles14$429.3M

States served

NY, TX

All web addresses on file

Official SEC filing: View on IAPD