Carlson Capital - Investor Profile
|2100 McKinney Avenue||Total AUM ($MM):||8,000|
|Dallas, TX 75201||Equity AUM ($MM):||4,121|
|United States||Investment Style:||Arbitrage|
|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; Mike McMahon; Jason Karp*; Ronald Hulme*
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. ***Relevant firms may include firms where founders previously worked, funds that were spun-off from the firm, funds that were seeded by the firm and/or unrelated firms that were founded by veterans of the fund. For specific details, please review the Investor Background sections for each firm of interest.
Carlson Capital's Top 10 Equity Holdings
|NRG Energy Inc (NRG)
|Virgin Media Inc (VMED)
|Bunge Ltd (BG)
|Goldcorp Inc (USA) (GG)
|Exelon Corp (EXC)
|Transocean Inc (RIG)
|Wellpoint Inc (WLP)
|Alterra Capital Holdings (ALTE)
|Vodafone Group Plc (ADR) (VOD)
|Nextera Energy (NEE)
Articles Related to Carlson Capital
|Date: March 26th, 2015|
|The rankings for the Top Central U.S. Hedge Funds have been released, revealing that the top 50 hedge funds oversee a combined $136.1 billion in equity...|
|Date: January 19th, 2015|
|The rankings for the Top Central U.S. Hedge Funds have been released, revealing that the top 50 hedge funds oversee a combined $130.7 billion in equity...|
|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...|
|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...|
|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...|
|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...|
|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....|
|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...|
|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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