InvestmentNews1d
Sequoia secures first stake in Minnesota with $3.8B Carlson Capital Management
The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...
Finance & Commerce1d
Sequoia to acquire Carlson Capital Management
Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...
Sequoia Financial Buys $3.8 Billion Minnesota RIA
The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.
Pensions&Investments1d
Sequoia Financial acquires Carlson Capital
Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...
Crain's Cleveland Business1d
Sequoia Financial expands in Minnesota with acquisition of Carlson Capital
Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...
WealthManagement.com1d
Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA
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.
Business Insider India5y
Carlson Capital is bleeding assets in its stock-picking fund following the departure of one of its portfolio managers
Hedge fund Carlson Capital has been hit with client withdrawls from its long-short equity fund following the departure of one of the fund's two portfolio managers. Carlson's Black Diamond Thematic ...
Business Insider India6y
We got a look at Carlson Capital's numbers and they're solid in a brutal year
A year after its biggest funds lost money, Carlson Capital bounced back in 2018 with solid performance in its two flagship funds, Black Diamond and Double Black Diamond. According to a document ...