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Carlson Alternative Advisors, L.P. (Dallas)


Carlson Alternative Advisors, L.P. is a large advisory firm based in Dallas. It manages $75.4 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.

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Carlson Alternative Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carlson Alternative Advisors: assets under management

The assets under management (AUM) of Carlson Alternative Advisors, L.P. is $75.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carlson Alternative Advisors, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Clint Carlson Limited partner/chief executive officer 1 Jul 1993 50% - 75% 2410952
Asgard Investment Corp. General partner 1 Jul 1993 Other 75-2494317
Clint Carlson Sole shareholder 1 Aug 1993 75% - 100% 2410952
Clint Carlson General/limited partner 1 Jan 1997 25% - 50% 2410952
Nancy Packer Carlson General/limited partner 1 Jan 1997 25% - 50% 4454016
Clint Duane Carlson General/limited partner 1 Jan 1997 25% - 50% 2410952

Based in Dallas

The principal office where Carlson Alternative Advisors, L.P. performs its advisory services is located at 2100 Mckinney Avenue, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-932-9600 or by fax 214-932-9602. The normal business hours are 7:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.carlsoncapital.com.


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