Carlson Capital Management LLC
Legal Name: CARLSON CAPITAL MANAGEMENT, LLC
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
-
GREGORY ALAN CARLSON
FOUNDER & CEO owns less than 5%
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JEFFREY ROBERT CARLSON
FOUNDER & SECRETARY/TREASURER owns less than 5%
-
JUSTIN DANIEL STETS
CHIEF COMPLIANCE OFFICER/PRESIDENT owns less than 5%
Indirect Owners
-
GREGORY ALAN CARLSON
FOUNDER & CEO owns more than 25% but less than 50%
-
JEFFREY ROBERT CARLSON
FOUNDER & SECRETARY/TREASURER owns more than 25% but less than 50%
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Top Holdings
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- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $12,571k
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