Carlson Capital provides integrated wealth management to about 1,300 clients, mainly in the Minneapolis-St. Paul area.

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

The deal with Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

Carlson's Black Diamond Thematic fund ... including Jana Partners and BlueMountain Capital Management, have axed their long-short equity funds already in 2019. The field's reputation has taken ...

Millennium Management's former fixed-income head, Michael Gelband, has hired Carlson Capital's former fixed-income head, Ivan Ross, to his new firm, sources tell Business Insider. Ross will run a ...