# CARLSON CAPITAL MANAGEMENT, LLC

CARLSON CAPITAL MANAGEMENT, LLC of NORTHFIELD, MN is an SEC-registered investment adviser.

## Registration

- CRD: 281544
- Type: SEC-registered investment adviser
- SEC file number: 801-106832
- Location: 11 BRIDGE SQUARE, NORTHFIELD, MN, 55057
- Phone: 507-645-8887
- Latest filing: 2025-03-24
- Regulatory AUM: $3.8B
- Discretionary AUM: $3.8B
- Non-discretionary AUM: $13.5M
- Clients: 78
- Accounts: 8,551

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Justin Daniel Stets | CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| Gregory Alan Carlson | FOUNDER & CEO | — |
| Jeffrey Robert Carlson | FOUNDER & SECRETARY/TREASURER | — |
| Thomas Clarence Pesek | GOVERNOR | — |
| CARLSON CORY ALAN | FOUNDER & CEO | — |
| CARLSON JEFFREY ROBERT | FOUNDER & SECRETARY/TREASURER | — |
| STETS JUSTIN DANIEL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/PRESIDENT | — |
| Pesek Thomas Clarence | GOVERNOR | — |


## Branch offices (60)

_Showing 15 of 60 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BLOOMINGTON | MN | 13 | 952-230-6700 |
| BLOOMINGTON | MN | 13 | 952-230-6700 |
| NORTHFIELD | MN | 8 | 507-645-8887 |
| NORTHFIELD | MN | 8 | 507-645-8887 |
| ROCHESTER | MN | 2 | 507-288-9797 |
| ROCHESTER | MN | 2 | 507-288-9797 |
| — | — | 1 | 507-645-8887 |
| — | — | 1 | 507-645-8887 |
| — | — | 1 | 507-645-8887 |
| — | — | 1 | 507-645-8887 |
| — | — | 1 | 507-645-8887 |
| — | — | 1 | 507-645-8887 |
| — | — | 1 | 507-645-8887 |
| — | — | 1 | 507-645-8887 |
| — | — | 1 | 507-645-8887 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281544/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281544/similar
- Related entities: https://search.stillhousedata.com/firm/281544/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281544

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.