Carlson Capital

Read About Hedge Funds

Key Facts

Websitehttp://www.carlsoncapital.com
HeadquartersDallas, TX
Employees171
AUM$18.9 billion
AUM as ofAugust 3, 2017
Clients34

Overview

Carlson Capital is a hedge fund based in Dallas, TX. It was founded in 12/2001. They hold $18.9 billion in assets under management as of August 3, 2017. Read their Plain English Brochure. Broke into the 2009 Institutional Investor Hedge Fund 100 at rank 100http://www.iimagazine.com/Rankings/RankingsHeFu100RGlobal09.aspx?src=http://www.iimagazinerankings.com/rankingsHeFu100RGlobal09/rankings.asp~page--10__cat--TotalAssets

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Black Diamond Arbitrage Ltd. 0.001 hedge fund 1,000,000 10 8.0 18.0 Bnp Paribas Prime Brokerage International, Ltd., Merrill
Black Diamond Arbitrage Offshore Ltd. 0.225 hedge fund 50,000 2 100.0 BNP, Citi, Credit Suisse, Deutsche Bank Securities Inc., JP Morgan, Merrill, Morgan Stanley, UBS
Black Diamond Energy L/S Ltd. 0.000 hedge fund 1,000,000 27 1.0 65.0 Merrill
Black Diamond Energy L/S Offshore Ltd 0.488 hedge fund 50,000 2 100.0 Merrill, Morgan Stanley, UBS
Black Diamond Energy Sector, L.P. 0 hedge fund 1,000,000 Merrill, Morgan Stanley & Co LLC, UBS
Black Diamond Ltd. 0.006 hedge fund 1,000,000 19 28.0 3.0 Bnp Paribas Prime Brokerage International, Ltd, Merrill
Black Diamond Marine 2014 - I Limited 0 Other 5,000,000 Ubs Ag
Black Diamond Mortgage Opportunity II, L.P. 0.000 hedge fund 1,000,000 9 96.0 Merrill
Black Diamond Mortgage Opportunity Offshore II, Ltd. 0.009 hedge fund 50,000 1 100.0 Merrill
Black Diamond Partners, L.P. 0.007 hedge fund 1,000,000 81 9.0 Bnp Paribas Prime Brokerage International, Ltd, Merrill
Black Diamond Relative Value Offshore Ltd. 2.164 hedge fund 50,000 2 100.0 BNP, Citi, Credit Suisse, Deutsche Bank Securities Inc., JP Morgan, Merrill, Morgan Stanley, UBS
Black Diamond Relative Value Partners, L.P. 0.000 hedge fund 5,000,000 21 21.0 5.0 Bnp Paribas Prime Brokerage International, Ltd, Merrill
Black Diamond Sri Ltd 0.000 hedge fund 5,000,000 3 4.0 81.0 Merrill
Black Diamond Sri Offshore Ltd. 0.016 hedge fund 50,000 1 100.0 Merrill, Morgan Stanley, UBS
Black Diamond Sri, L.P. 0 hedge fund 5,000,000 Merrill
Black Diamond Thematic Ltd. 0.169 hedge fund 1,000,000 84 8.0 47.0 Merrill
Black Diamond Thematic Offshore Ltd. 2.815 hedge fund 50,000 2 100.0 Citi, Credit Suisse, JP Morgan, Merrill, Morgan Stanley, UBS
Cathedral Lake III, Ltd 0.394 Other 100,000 3 48.0
Double Black Diamond Ltd. 0.153 hedge fund 5,000,000 257 6.0 12.0 Bnp Paribas Prime Brokerage International, Ltd, Merrill
Double Black Diamond Offshore Ltd. 10.614 hedge fund 50,000 2 100.0 BNP, Citi, Credit Suisse, Deutsche Bank Securities Inc., JP Morgan, Merrill, Morgan Stanley, UBS

Historical Performance

The $2.9 billion Double Black Diamond LP, was up 20.1% in 2009 through August. Up 11% annualized since inception in 1997http://www.bloomberg.com/apps/news?pid=20601087&sid=a9CLcqbOgTKk

Key People

NameTitlePositionOwnership
Lynne AlparChief Financial Officer Owner or OfficerNone
Joseph BrucchieriChief Legal Officer Owner or OfficerNone
Clint CarlsonPresident, Chief Investment Officer Owner or Officer50-75%
Clint CarlsonNone Indirect Owner> 75%
Nancy CarlsonLimited Partner Owner or Officer10 to 25%
Michael UmayamChief Compliance Officer Owner or OfficerNone
Michael WeinbergChief Operating Officer Owner or OfficerNone

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