Investment adviser · CRD 111414

CARLSON CAPITAL MANAGEMENT

Investment adviser filing (IA)

CARLSON CAPITAL MANAGEMENT INC

NORTHFIELD, MN, United States · Form ADV filed Dec 23, 2015

Regulatory AUM
$1.23B
Form ADV · Item 5.F
Client accounts
4,628
Accounts, not individual clients
Employees
32
Reported in this filing
Advisory professionals
14
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 23, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

11 BRIDGE SQUARE
NORTHFIELD, MN, 55057, United States

CRD 111414

Filing source

Form ADV 963038 · Dec 23, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.