Clint Carlson is a registered investment advisor at Carlson Capital, L.P., based in Dallas, TX, with 19 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carlson Capital manages investment funds and charges a management fee based on a percentage of the fund's net asset value. This fee typically ranges from 0% to 2.0% annually, depending on the fund and series. The management fee is generally not negotiable, but Carlson may waive or reduce fees for affiliated investors. Carlson also receives a performance allocation, typically 20% of net profits, subject to a high-water mark. Managed accounts may have more favorable fee terms depending on their structure and size.
Location
2100 Mckinney Ave, Suite 1900, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clint is the President and Chief Investment Officer of Carlson Capital, L.P., an alternative asset management firm, and serves on the board of managers of Parallel Resource Partners, LLC. He is also the general partner of Youghiogheny Holdings, L.P. and Director, President, and Treasurer of the Carlson Foundation, both family-related entities.
Employment History
Current Registrations
Carlson Capital, L.P.
Previous Registrations
Parallel Resource Partners, LLC
State Registrations1 state
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