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| Carson Management Company LLC
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| CRD # | 153261 |
| SEC # | 801-71258 |
| CIK # | |
| AUM | 469.3 M (2026-02-23) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 214-999-1000 |
| Address | 2911 Turtle Creek Blvd Dallas, TX 75219 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | CPC Arrow SBS LP | [2024-02-22] | 13.0 M | 17.0 M |
| Filed 2023-05-09 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $5,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC TDR Special Opportunities Fund I LP | [2024-02-22] | 16.7 M | 28.5 M |
| Filed 2024-01-05 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Rhone Fund VI LP | [2023-03-27] | 14.4 M | 13.9 M |
| Filed 2022-02-28 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $7,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC TDR Fund V LP | [2023-03-27] | 34.5 M | 45.1 M |
| Filed 2022-08-02 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Tech Growth Fund III LP | [2023-03-27] | 16.0 M | 23.4 M |
| Filed 2022-05-20 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Healthcare Growth II LP | [2022-03-24] | 32.2 M | 33.6 M |
| Filed 2022-07-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Arctos Sports Fund I LP | [2021-03-19] | 28.6 M | 42.0 M |
| Filed 2021-09-07 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | CPC Magnolia SBS LP | [2021-03-19] | 15.5 M | 21.9 M |
| Filed 2021-01-04 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Stonegate SBS LP | [2021-03-19] | 7.5 M | 7.0 M |
| Filed 2020-03-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC BCA Marketplace SBS LP | [2020-02-03] | 8.7 M | 11.7 M |
| Filed 2019-12-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 20 | 469.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 469.3 |
| By Discretionary | ||
| Discretionary | 20 | 469.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 469.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 469.3 | |
| Total | 20 | 469.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Royal Carson III | Director, Executive Officer | 34 | 2 | |
| Gregory Giannini | Executive Officer | 29 | 2 | |
| Michael Hearne | Executive Officer | 26 | 2 | |
| Royal Carson IV | Executive Officer | 20 | 2 | |
| Monica Aughtry | Executive Officer | 7 | 1 | |
| Carson Management Company LLC | Executive Officer | 4 | 1 | |
| Royal Carson | Executive Officer | 2 | 1 | |
| Cpc Tech Growth Fund III GP LP | Executive Officer | 1 | 1 | |
| Cpc Arrow Sbs GP LP | Executive Officer | 1 | 1 | |
| Cpc Tdr Fund V GP LP | Executive Officer | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional |
| Fund Types | Private Equity |
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