Carlson Capital Management Overview

  • Year Founded
  • 1987

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 80

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

Carlson Capital Management General Information

Description

Operator of a comprehensive wealth management firm intended to assist in risk-free investment and assets management. The company specializes in investment management, estate planning, tax planning, financial advisory, retirement planning, institutional portfolio management and more, thus enabling financially established individuals and families, business owners and non-profit organizations to organize financial affairs, reduce investment expenses and design a clear and concise plan to invest in diverse portfolios by generating profits.

Contact Information

Website
www.carlsoncap.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 11 Bridge Square
  • Northfield, MN 55057
  • United States
+1 (507)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Sequoia Financial Group
Corporate Office
  • 11 Bridge Square
  • Northfield, MN 55057
  • United States
+1 (507)

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Carlson Capital Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Carlson Capital Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Carlson Capital Management FAQs

  • When was Carlson Capital Management founded?

    Carlson Capital Management was founded in 1987.

  • Where is Carlson Capital Management headquartered?

    Carlson Capital Management is headquartered in Northfield, MN.

  • What is the size of Carlson Capital Management?

    Carlson Capital Management has 80 total employees.

  • What industry is Carlson Capital Management in?

    Carlson Capital Management’s primary industry is Asset Management.

  • Is Carlson Capital Management a private or public company?

    Carlson Capital Management is a Private company.

  • What is Carlson Capital Management’s current revenue?

    The current revenue for Carlson Capital Management is .

  • When was Carlson Capital Management acquired?

    Carlson Capital Management was acquired on 01-Apr-2025.

  • Who acquired Carlson Capital Management?

    Carlson Capital Management was acquired by Sequoia Financial Group.

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