CARSON MANAGEMENT COMPANY, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 153261
- Registered since
- April 1, 2010
- Website
- www.carsoncapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Carson Management Company, LLC is an SEC-registered investment adviser organized as an LLC that operates primarily as a private equity fund sponsor and manager. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles, acting in sponsor, general partner and managing-member roles. Its compensation includes both a percentage-of-assets management fee and performance-based fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ROYAL CARSON
Founder & Chief Exceutive OfficerCRD 41939
Contacts
3 of 5Katherine Smith
DirectorCRD 7877279
ROYAL CARSON
Managing PartnerCRD 6585492
Catherine Carson Cavender
DirectorCRD 7877295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2911 Turtle Creek Blvd
- Time zone
- CT (UTC-6)
- Office locations
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