Carlson Capital Management LLC
Legal Name: CARLSON CAPITAL MANAGEMENT, LLC
11 BRIDGE SQUARE, NORTHFIELD, MN
Full Contact Details
Other Info
Carlson Capital Management LLC is legally known as CARLSON CAPITAL MANAGEMENT, LLC. It is a MN Limited Liability Company. This firm has 46 employees, of which 15 are employees in advisory roles. It serves 5 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 26, 2015.
Direct Owners
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CARLSON CAPITAL MANAGEMENT
MEMBER owns 75% or more
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GREGORY ALAN CARLSON
FOUNDER & CEO owns less than 5%
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JEFFREY ROBERT CARLSON
FOUNDER & SECRETARY/TREASURER owns less than 5%
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JUSTIN DANIEL STETS
CHIEF COMPLIANCE OFFICER/PRESIDENT owns less than 5%
Indirect Owners
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GREGORY ALAN CARLSON
FOUNDER & CEO owns more than 25% but less than 50%
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JEFFREY ROBERT CARLSON
FOUNDER & SECRETARY/TREASURER owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 15, 2019
- VANGUARD INDEX FDS TOTAL STK MKT $105,543k
- VANGUARD INDEX FDS $71,831k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $30,512k
- VANGUARD INDEX FDS VALUE ETF $22,384k
- VANGUARD INDEX FDS SM CP VAL ETF $18,269k
- VANGUARD INDEX FDS SMALL CP ET $17,248k
- 3M CO $16,335k
- VANGUARD BD INDEX FD INC $14,887k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $12,571k
- WISDOMTREE TR $12,214k