Feb. 5—ROCHESTER — An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and ...
ROCHESTER — An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson ...
Akron, Ohio-based Sequoia Financial Group LLC has reached a deal to acquire Carlson Capital Management LLC, a Northfield-based investment advisory firm with $3.8 billion in client assets ...
Carlson Capital Management’s holdings in Apple were worth $10,512,000 as of its most recent filing with the SEC. Other hedge funds have also made changes to their positions in the company.
Founded in 1987, CCM provides integrated wealth management services including investment ... Upon completion of the acquisition, co-founders Gregory Carlson and Jeffrey Carlson will become ...
LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota ...
Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of the deal between the two wealth managers were not disclosed ...
PE activity in the wealth management sector dates to over a decade ago, but the pace of investment activity and industry ...
which is backed by Kudu Investment Management and Valeas Capital Partners, has agreed to acquire Carlson Capital Management, a Northfield, Minnesota-based investment advisory firm. No financial ...
On Wednesday, Sequoia Financial Group announced it is acquiring Carlson Capital Management, a Minnesota-based RIA overseeing $3.8 billion in client assets, as part of its ongoing expansion.
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