The CARSON MANAGEMENT COMPANY, LLC is a privately held investment adviser that advises $475.08mn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. CARSON MANAGEMENT COMPANY, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 15.56% over the last 5-years.
The Group has been registered with the SEC for 16.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2911 TURTLE CREEK BLVD. STE. 1050, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 4 investment and 2 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $475.08mn in assets advised are owned by 20 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $475.08mn or 100% of Total Assets.
The Group's top investment strategies include Traditional LBO, Fund of Funds and Real Estate, representing 78.72%, 13.87% and 7.41% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 20 private funds with $475.08mn in assets.
The Group discloses management fees and performance-based fees.
CARSON MANAGEMENT COMPANY, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.