The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

The top-ranked RIA is adding four offices and dozens of employees with its acquisition of Carlson Capital Management.

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota-based investment advisory firm with $3.8 billion in client assets as of Dec. 31, 2024, today announced they have reached an ...

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 ...

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CCM has 80 team members, including 30 wealth advisors. Upon completion of the acquisition, co-founders Gregory Carlson and Jeffrey Carlson will become senior strategic advisors, and CEO Justin ...

Sequoia Financial said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 billion in client assets.