CARLSON CAPITAL MANAGEMENT, LLC
CRD #281544 SEC #801-106832 NORTHFIELD, MN 507-645-8887
SEC Registered
Total AUM
$3.8B
Discretionary
$3.8B
Employees
78
Clients
--
Accounts
8,551
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.8B | $3.8B | $13.5M | 78 | 0 |
| Mar 2024 | $3.5B | $3.5B | $17.5M | 79 | 0 |
| Nov 2023 | $3B | $3B | $24.8M | 79 | 0 |
| Apr 2023 | $3B | $3B | $24.8M | 79 | 0 |
| Mar 2023 | $3B | $3B | $24.8M | 79 | 0 |
| Nov 2022 | $3.2B | $3.1B | $18.1M | 68 | 0 |
| Apr 2022 | $3.2B | $3.1B | $18.1M | 68 | 0 |
| Mar 2022 | $3.2B | $3.1B | $18.1M | 68 | 0 |
| Mar 2022 | $3.2B | $3.1B | $18.1M | 68 | 0 |
| Nov 2021 | $2.6B | $2.6B | $14.4M | 57 | 0 |
| Mar 2021 | $2.6B | $2.6B | $14.4M | 57 | 0 |
| Oct 2020 | $2.3B | $2.2B | $66M | 54 | 0 |
| Jun 2020 | $2.3B | $2.2B | $66M | 54 | 0 |
| Mar 2020 | $2.3B | $2.2B | $66M | 54 | 0 |
| Nov 2019 | $1.8B | $1.8B | $0 | 46 | 5 |
| Mar 2019 | $1.8B | $1.8B | $0 | 46 | 5 |
| Nov 2018 | $1.9B | $1.9B | $0 | 44 | 4 |
| Oct 2018 | $1.9B | $1.9B | $0 | 44 | 4 |
| Mar 2018 | $1.9B | $1.9B | $0 | 44 | 4 |
| Aug 2017 | $1.6B | $1.6B | $0 | 41 | 900 |
| May 2017 | $1.6B | $1.6B | $0 | 41 | 900 |
| May 2017 | $1.6B | $1.6B | $0 | 41 | 900 |
| Mar 2017 | $1.6B | $1.6B | $0 | 41 | 900 |
| Mar 2016 | $1.4B | $1.4B | $0 | 36 | 800 |
| Feb 2016 | $1.3B | $1.3B | $0 | 32 | 0 |
| Jan 2016 | $0 | $0 | $0 | 32 | 0 |
| Jan 2016 | $0 | $0 | $0 | 32 | 0 |
| Oct 2015 | $0 | $0 | $0 | 32 | 0 |
| Oct 2015 | $0 | $0 | $0 | 32 | 0 |
DateMar 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$13.5M
Employees78
Clients0
DateMar 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$17.5M
Employees79
Clients0
DateNov 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$24.8M
Employees79
Clients0
DateApr 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$24.8M
Employees79
Clients0
DateMar 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$24.8M
Employees79
Clients0
DateNov 2022
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$18.1M
Employees68
Clients0
DateApr 2022
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$18.1M
Employees68
Clients0
DateMar 2022
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$18.1M
Employees68
Clients0
DateMar 2022
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$18.1M
Employees68
Clients0
DateNov 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$14.4M
Employees57
Clients0
DateMar 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$14.4M
Employees57
Clients0
DateOct 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$66M
Employees54
Clients0
DateJun 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$66M
Employees54
Clients0
DateMar 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$66M
Employees54
Clients0
DateNov 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees46
Clients5
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees46
Clients5
DateNov 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees44
Clients4
DateOct 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees44
Clients4
DateMar 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees44
Clients4
DateAug 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees41
Clients900
DateMay 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees41
Clients900
DateMay 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees41
Clients900
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees41
Clients900
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees36
Clients800
DateFeb 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees32
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0