CARLSON CAPITAL, L.P.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $429.3M |
| Discretionary | $429.3M100% of AUM |
| Client Accounts | 14 |
| Avg Account Size | $30.7M |
| Employees | 26 |
| Peak AUM | $22.92BMar 2015 |
| AUM CAGR | -8.0% /yrover 24 yrs · 76 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $429M | +61.3% | 42.0% | 44.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $429.3M |
| Discretionary | $429.3M |
| Employees | 26 |
| Client Accounts | 14 |
Contact & Location
Address
2100 MCKINNEY AVE
DALLAS TX 75201
Phone
214-932-9600
Filing History
76 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$429M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm