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| Happy Holidays!! thanks for using AUM13F!! |
| Carson Management Company LLC
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| CRD # | 153261 |
| SEC # | 801-71258 |
| CIK # | |
| AUM | $457.9 M (2025-07-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 214-999-1000 |
| Address | 2911 Turtle Creek Blvd Dallas, TX 75219 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | CPC Arrow SBS LP | [2024-02-22] | 13.0 | 15.8 |
| PE | CPC TDR Special Opportunities Fund I LP | [2024-02-22] | 16.7 | 22.6 |
| PE | CPC Rhone Fund VI LP | [2023-03-27] | 14.4 | 14.3 |
| PE | CPC TDR Fund V LP | [2023-03-27] | 34.5 | 43.5 |
| PE | CPC Tech Growth Fund III LP | [2023-03-27] | 16.0 | 20.5 |
| PE | CPC Healthcare Growth II LP | [2022-03-24] | 32.2 | 31.5 |
| PE | CPC Arctos Sports Fund I LP | [2021-03-19] | 28.6 | 41.1 |
| PE | CPC Magnolia SBS LP | [2021-03-19] | 15.5 | 21.9 |
| PE | CPC Stonegate SBS LP | [2021-03-19] | 7.5 | 3.5 |
| PE | CPC BCA Marketplace SBS LP | [2020-02-03] | 8.7 | 8.0 |
| 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 | 457.9 |
| (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 | 457.9 |
| By Discretionary | ||
| Discretionary | 20 | 457.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 457.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.9 | |
| Total | 20 | 457.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Royal Carson III | 33 | |||
| Gregory Giannini | 28 | |||
| Michael Hearne | 26 | |||
| Royal Carson IV | 19 | |||
| Monica Aughtry | 7 | |||
| Carson Management Company LLC | 4 | |||
| Royal Carson | 2 | |||
| CPC Arrow SBS GP LP | 1 | |||
| CPC Rhone Fund VI GP LP | 1 | |||
| CPC TDR Fund V GP LP | 1 | |||
| View All | ||||
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|---|---|---|
|
Faction Ventures LLC
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|
CA | 0.5 |
|
New Leaf Venture Partners LLC
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NY | 0.5 |
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Permanent Equity Management LLC
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MO | 0.5 |
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US Select Asset Management Inc
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NJ | 0.5 |
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Onemap Mineral Services LLC
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TX | 0.5 |
|
Milestone Partners Management Co LP
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PA | 0.5 |
|
Harren Equity Partners LLC
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|
VA | 0.5 |
|
HGC Advisor LLC
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|
0.4 | |
|
Cimarron Healthcare Capital LLC
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|
UT | 0.4 |
|
Iron Path Capital LP
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|
VA | 0.4 |