Carlson Capital Management is an investment advisor in Northfield with $3.16 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
411689533
SEC advisor number
801-106832
FINRA CRD number
281544
AUM ?
$2.99 bn
(as of 30 Nov 23)
Accounts
7,949
(as of 30 Nov 23)
Employees
79
(21 investment advisory or research)
Address
Carlson Capital Management
11 BRIDGE SQ
NORTHFIELD
MN 55057
11 BRIDGE SQ
NORTHFIELD
MN 55057
Phone
507-645-8887
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
21 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
24 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21