CARSON MANAGEMENT COMPANY, LLC

RIASEC RegisteredEst. 2010
Total AUM
$469M
Discretionary
$469M
100% of AUM
Avg account
$23.5M
Accounts
20
Employees
6
Advisory reps
6

Firm details

Headquarters
DALLAS, Texas
CRD number
153261
Registered since
April 1, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ROYAL CARSON

    Founder & Chief Exceutive OfficerCRD 41939

Contacts

3 of 5
  • Katherine Smith

    DirectorCRD 7877279

  • ROYAL CARSON

    Managing PartnerCRD 6585492

  • Catherine Carson Cavender

    DirectorCRD 7877295

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth