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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 30
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, GREGORY, ALAN | I | FOUNDER & CEO | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| CARLSON, JEFFREY, ROBERT | I | FOUNDER & SECRETARY/TREASURER | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| Pesek, Thomas, Clarence | I | GOVERNOR | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| STETS, JUSTIN, DANIEL | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | NA | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
| CARLSON CAPITAL MANAGEMENT | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, GREGORY, ALAN | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT, INC. | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
| CARLSON, JEFFREY, ROBERT | I | CARLSON CAPITAL MANAGEMENT | C | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (25)
AZ CA CO CT FL GA IA IL KY LA MA MN MT NC ND NE NH NY OH OR SC SD TX WA WI
Address
11 BRIDGE SQUARENORTHFIELD, MN 55057
United States
Phone: 507-645-8887