Carlson Capital, L.p.

$529.9MAssets under management
as of Aug 2026 · SEC Form ADV
Dallas, TX
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Tech stack

No one at Carlson Capital, L.p. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Morgan Stanley
Per Form ADV · $135M held · filed Jul 2024
UBS
Per Form ADV · $103M held · filed Jul 2024