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CARLSON CAPITAL, L.P.
CRD 118156 · SEC 801-60758
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 14 | $429.3M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD