Investment adviser · CRD 153261

CARSON MANAGEMENT COMPANY, LLC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Jul 15, 2026

Regulatory AUM
$475M
Form ADV · Item 5.F
Client accounts
20
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles20$475,084,747100.0%
Filing source

Form ADV 2118327 · Jul 15, 2026 · Item 5.D

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

Private funds & service providers

45 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.

CARSON PRIVATE CAPITAL/TDR FUND IV, LPPrivate Equity Fund · Last reported Jul 15, 2026$51.5MGross asset value

Form D fundraising filings

Carson Private Capital / TDR Fund IV, LP

Auditor BAKER TILLY US, LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

JPMORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-4461244449
Reported beneficial owners
65
Minimum commitment
$1M
Form D file number
021-290755

Form ADV 2118327 · Jul 15, 2026 · Schedule D 7.B.(1)

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

CPC TDR FUND V, LPPrivate Equity Fund · Last reported Jul 15, 2026$46.8MGross asset value

Form D fundraising filings

CPC TDR Fund V, LP

Auditor BAKER TILLY US, LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

JPMORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-9145611905
Reported beneficial owners
63
Minimum commitment
$250K
Form D file number
021-454538

Form ADV 2118327 · Jul 15, 2026 · Schedule D 7.B.(1)

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

CPC ARCTOS SPORTS FUND I LPPrivate Equity Fund · Last reported Jul 15, 2026$42.8MGross asset value

Form D fundraising filings

CPC Arctos Sports Fund I, LP

Auditor BAKER TILLY US, LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

JPMORGAN CHASE BANK NA
LEI 7HGLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-7005586788
Reported beneficial owners
82
Minimum commitment
$250K
Form D file number
021-366259

Form ADV 2118327 · Jul 15, 2026 · Schedule D 7.B.(1)

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

CPC LANDMARK SECONDARY EQUITY FUND XVI, LPPrivate Equity Fund · Last reported Jul 15, 2026$42.6MGross asset value

Form D fundraising filings

CPC Landmark Secondary Equity Fund XVI, LP

Auditor BAKER TILLY US, LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

JPMORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-6703226749
Reported beneficial owners
72
Minimum commitment
$1M
Form D file number
021-325877

Form ADV 2118327 · Jul 15, 2026 · Schedule D 7.B.(1)

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

CPC LANDMARK SECONDARY REAL ESTATE FUND VIII, LPPrivate Equity Fund · Last reported Jul 15, 2026$35.2MGross asset value

Form D fundraising filings

CPC Landmark Secondary II, LP

Auditor BAKER TILLY US, LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

JPMORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-7167265517
Reported beneficial owners
75
Minimum commitment
$1M
Form D file number
021-278905

Form ADV 2118327 · Jul 15, 2026 · Schedule D 7.B.(1)

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

CPC HEALTHCARE GROWTH II, LPPrivate Equity Fund · Last reported Jul 15, 2026$35.1MGross asset value

Form D fundraising filings

CPC Healthcare Growth II, LP

Auditor BAKER TILLY US, LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

JPMORGAN CHASE BANK NA
LEI 7HGLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-6292743209
Reported beneficial owners
54
Minimum commitment
$500K
Form D file number
021-395092

Form ADV 2118327 · Jul 15, 2026 · Schedule D 7.B.(1)

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

CARSON PRIVATE CAPITAL/LION FUND IV, LPPrivate Equity Fund · Last reported Jul 15, 2026$30.1MGross asset value

Form D fundraising filings

Carson Private Capital/Lion 2015 Fund, LP

Auditor BAKER TILLY US, LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK NA DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BAKER TILLY US, LLP
PCAOB 23

JPMORGAN CHASE BANK NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3041848921
Reported beneficial owners
111
Minimum commitment
$1M
Form D file number
021-258903

Form ADV 2118327 · Jul 15, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Jul 15, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2911 TURTLE CREEK BLVD., STE. 1050
DALLAS, TX, 75219, United States

CRD 153261

Filing source

Form ADV 2118327 · Jul 15, 2026 · 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.