Gregory Giannini is a registered investment advisor at Carson Management Company, LLC, based in Dallas, TX, with 15 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 20 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carson Management Company (CMC) manages investments for private limited partnerships and charges an annual management fee. This fee is typically between 0.75% and 1.0% of the total commitments from all limited partners during the investment period. After the investment period, the fee is based on the remaining invested capital. The fee is paid quarterly in advance.
Location
3030 Olive Street, 500 Victory Plaza East, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carson Management Company, LLC
State Registrations1 state
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