CARLSON CAPITAL MANAGEMENT INC
Legal name: CARLSON CAPITAL MANAGEMENT
CRD #111414 SEC #801-37202 NORTHFIELD, MN 507-645-8887
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
32
Clients
--
Accounts
4,628
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2015 | $1.2B | $1.2B | $0 | 32 | 700 |
| Mar 2015 | $1.2B | $1.2B | $0 | 32 | 700 |
| Mar 2014 | $1.2B | $1.2B | $0 | 26 | 700 |
| Mar 2013 | $1B | $1B | $0 | 24 | 600 |
| Mar 2012 | $836.3M | $836.3M | $0 | 11 | 700 |
| Feb 2010 | $729.8M | $729.8M | $0 | -- | -- |
| Sep 2009 | $720.9M | $720.9M | $0 | -- | -- |
| Dec 2007 | $823.9M | $790.9M | $33M | -- | -- |
| Apr 2007 | $767.9M | $736.9M | $31M | -- | -- |
| Mar 2007 | $688M | $658M | $30M | -- | -- |
| Jan 2007 | $688M | $658M | $30M | -- | -- |
| Sep 2005 | $378M | $353M | $25M | -- | -- |
| Sep 2005 | $378M | $353M | $25M | -- | -- |
| Jan 2005 | $378M | $353M | $25M | -- | -- |
| Nov 2003 | $310M | $300M | $10M | -- | -- |
| Apr 2002 | $210M | $210M | $0 | 10 | -- |
| Mar 2002 | $210M | $210M | $0 | 10 | -- |
| Mar 2002 | $175M | $175M | $0 | 10 | -- |
DateDec 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees32
Clients700
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees32
Clients700
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees26
Clients700
DateMar 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees24
Clients600
DateMar 2012
Total AUM$836.3M
Discretionary$836.3M
Non-Disc.$0
Employees11
Clients700
DateFeb 2010
Total AUM$729.8M
Discretionary$729.8M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$720.9M
Discretionary$720.9M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$823.9M
Discretionary$790.9M
Non-Disc.$33M
Employees--
Clients--
DateApr 2007
Total AUM$767.9M
Discretionary$736.9M
Non-Disc.$31M
Employees--
Clients--
DateMar 2007
Total AUM$688M
Discretionary$658M
Non-Disc.$30M
Employees--
Clients--
DateJan 2007
Total AUM$688M
Discretionary$658M
Non-Disc.$30M
Employees--
Clients--
DateSep 2005
Total AUM$378M
Discretionary$353M
Non-Disc.$25M
Employees--
Clients--
DateSep 2005
Total AUM$378M
Discretionary$353M
Non-Disc.$25M
Employees--
Clients--
DateJan 2005
Total AUM$378M
Discretionary$353M
Non-Disc.$25M
Employees--
Clients--
DateNov 2003
Total AUM$310M
Discretionary$300M
Non-Disc.$10M
Employees--
Clients--
DateApr 2002
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees10
Clients--