RIA Intelligence

CARLSON CAPITAL, L.P.

CRD #114603 SEC #801-60759 DALLAS, TX 214-932-9600
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
51
Clients
--
Accounts
7

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALPAR, LYNNE, BREENICHIEF FINANCIAL OFFICERNA
ASGARD INVESTMENT CORP.DEGENERAL PARTNERNA Control
TRICE, ROY, HAROLDICHIEF OPERATING OFFICERNA Control
WUERTZ, TROY, DAVIDIGENERAL COUNSELNA
CARLSON, CLINTICHIEF EXECUTIVE OFFICERD Control
CARLSON, NANCY, PACKERILIMITED PARTNERD Control
YOUGHIOGENY HOLDINGS, LPDELIMITED PARTNERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CARLSON, CLINTIASGARD INVESTMENT CORP.E Control
CARLSON, CLINTIYOUGHIOGENY HOLDINGS, LPC Control
CARLSON, NANCY, PACKERIYOUGHIOGENY HOLDINGS, LPC Control

Registrations

Federal

IA
Mar 28, 2002 REGISTERED

Notice Filings (1)

TX

Address

2100 MCKINNEY AVENUE
SUITE 1600
DALLAS, TX 75201
USA
Phone: 214-932-9600