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Carlson Capital - Investor Profile


Primary Address:

Investor Information:

2100 McKinney AvenueTotal AUM ($MM):2,855
Dallas, TX 75201Equity AUM ($MM):4,121
United StatesInvestment Style:Hedge
Phone: 214-932-9600 Orientation:Active
Fax: 214-932-9602 Investor Type:Hedge Fund Manager

Institutional Investor Background


Carlson Capital is a hedge fund manager that was founded in 1993 by President and Chief Investment Officer Clint Carlson, who was previously the head of risk arbitrage for the investment arm of the Bass Brothers organization. The firm manages the Black Diamond group of hedge funds, two separate managed accounts and one fund of hedge funds. The firm is based in Dallas and also has offices in London, New York and Connecticut.

Investor Regional and/or Country Focus: Europe, Global, North America

Founders and Key Executives of Carlson Capital: Clint Carlson; Jason Karp

Entities related to Carlson Capital: Black Diamond Hedge Funds; Carlson Alternative Advisors; Carlson Capital LP; Double Black Diamond LP; Carlson Capital GP; Asgard Investment Corp; Carlson Offshore Advisors

*Denotes that the person or entity is no longer related to the firm. **If you would like to submit investor updates, please click here




Carlson Capital's Top 10 Equity Holdings (as of 2011-06-30)


Value
Company (Ticker) ($MM) Shares Change % Out
Citigroup Inc (C) 130.68 3,138,399 -31,153,431 0.11
Marshall & Ilsley Corp (MI) 116.87 14,663,991 779,491 2.91
Bucyrus International Inc (BUCY) 102.32 1,116,300 0 1.49
Sara Lee Corp (SLE) 100.04 5,268,141 2,223,741 0.85
Wells Fargo & Co (WFC) 94.99 3,385,350 3,385,350 0.07
Royal Dutch Shell Class A (RDS.A) 81.45 1,145,100 396,900 0.37
Pepsico Inc (PEP) 80.48 1,142,719 -218,024 0.07
Starwood Hotel & Resorts Worldwide Inc (HOT) 76.30 1,361,509 -1,668 0.73
Oracle Corp (ORCL) 74.41 2,261,009 -70,833 0.05
Comerica Inc (CMA) 71.40 2,065,500 2,065,500 1.17

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Articles Related to Carlson Capital


Clint Carlson’s Carlson Capital gains allocation from West Virginia

Date: October 15th, 2010
Carlson Capital, a Dallas-based hedge fund manager, has secured the West Virginia Investment Management Board as its newest institutional client. According...

Carlson Capital hires Dan Hoinacki

Date: October 10th, 2010
Clint Carlson’s Dallas-based Carlson Capital has hired Dan Hoinacki to head up client development. Prior to joining Carlson Capital, Hoinacki co-founded...

SEC charges Carlson Capital with violating short selling policies

Date: September 28th, 2010
The SEC has charged Clint Carlson’s Carlson Capital with four occasions of improperly short selling stocks and subsequently participating in the public...

Hedge Fund Job Report: Platinum Management, George Weiss & Co and Carlson Capital

Date: April 28th, 2010
In this week’s hedge fund hiring report, we look at recent additions made by Platinum Management, George Weiss & Company and Carlson Capital. Mark...

Appaloosa Management and Carlson Capital under SEC Scrutiny

Date: April 1st, 2010
The SEC is currently conducting legal inquiries into hedge funds like David Tepper’s Appaloosa Management LP and Clint Carlson’s Carlson Capital LP....

Brevan Howard, Carlson Capital and Eton Park add to Investment Teams

Date: September 23rd, 2009
A number of established hedge fund managers continue to add to their investment teams by hiring industry veterans. In this week’s report, we look at...

New Hedge Funds Hire Industry Vets: Union Avenue, 5:15 Capital, Twin Tree Capital & Resolve Capital

Date: July 31st, 2009
While many struggling hedge fund managers are cutting their payrolls, a number of new hedge fund managers are adding to their teams by hiring veterans...

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