|
⚲
|
| Keyboard |
| Carson Management Company LLC
✚
|
|
|---|---|
| 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 | ||||
| PE | CPC/KKR Tech Growth II LP | [2020-02-03] | 11.1 M | 11.6 M |
| Filed 2020-01-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $12,500 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Landmark/TDR III SBS Euro LP | [2020-02-03] | 7.0 M | 6.2 M |
| Filed 2019-04-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,250 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Landmark/TDR III SBS LP | [2020-02-03] | 13.8 M | 12.2 M |
| Filed 2019-04-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Landmark Secondary Equity Fund XVI LP | [2019-02-28] | 49.0 M | 43.1 M |
| Filed 2018-11-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Carson Private Capital/TDR Fund IV Euro LP | [2018-02-23] | 16.3 M | 17.0 M |
| Filed 2018-01-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,193,290 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Carson Private Capital/TDR Fund IV LP | [2018-02-23] | 35.7 M | 46.4 M |
| Filed 2017-07-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $30,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Landmark Secondary Equity Fund XV LP | [2018-02-23] | 60.6 M | 20.0 M |
| Filed 2015-01-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Landmark Secondary Real Estate Fund VIII LP | [2018-02-23] | 36.2 M | 36.7 M |
| Filed 2017-01-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Landmark/KKR Secondary SBS LP | [2017-03-29] | 26.0 M | 19.7 M |
| Filed 2016-06-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Landmark/TDR Secondary SBS LP | [2017-03-29] | 35.1 M | 7.0 M |
| Filed 2016-04-14 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Carson Private Capital/Lion Fund IV LP | [2016-03-21] | 83.9 M | 27.0 M |
| Filed 2016-03-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Alex and ANI SBS LP | [2016-03-21] | 27.4 M | 4.3 M |
| Offered $27,363,636 · Filed 2015-06-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Alex & ANI Alt SBS LP | [2016-03-21] | 1.4 M | 0.1 M |
| Offered $1,424,242 · Filed 2015-06-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Landmark Secondary LP | [2015-03-02] | 60.6 M | 53.2 M |
| Filed 2015-01-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Brazos Energy II LP | [2014-03-28] | 25.5 M | 12.7 M |
| Filed 2014-01-10 (D) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC GHD SBS LP | [2014-03-28] | 12.8 M | 11.7 M |
| Offered $15,000,000 · Filed 2013-06-12 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $5,000 · Remaining $2,190,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Weetabix Secondary LP | [2014-03-28] | 29.8 M | 42.5 M |
| Offered $29,800,000 · Filed 2013-06-27 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Afflelou SBS LP | [2013-04-01] | 14.4 M | 15.3 M |
| Offered $15,000,000 · Filed 2012-08-14 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $5,000 · Remaining $580,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Allsaints SBS LP | [2013-04-01] | 9.8 M | 17.7 M |
| Offered $20,000,000 · Filed 2012-07-26 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $5,000 · Remaining $10,181,818 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Permian Area 51 LP | [2013-04-01] | 10.0 M | 0.3 M |
| Offered $10,000,000 · Filed 2012-07-26 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Carson Private Capital Europe Fund LP | 2012-03-29 | 2.1 M | |
| PE | Carson Private Capital Fund VI LP | 2012-03-29 | 0.2 M | |
| PE | Carson Private Capital/Lion Fund III LP | [2012-03-29] | 103.5 M | 107.7 M |
| Offered $150,000,000 · Filed 2012-01-04 (D/A) · Exemption 506 · Minimum $25,000 · Remaining $46,490,657 · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Carson Private Capital/Lion Fund II LP | 2012-03-29 | 21.3 M | |
| PE | Carson Private Capital/Lion Fund I LP | 2012-03-29 | ||
| PE | CPC 2008 Co-Investment Pool LP | 2012-03-29 | 0.1 M | |
| PE | CPC Brush Mountain LP | [2012-03-29] | 10.0 M | 0.3 M |
| Offered $10,000,000 · Filed 2012-01-04 (D) · Exemption 506 · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Energy SBS B LP | 2012-03-29 | 1.3 M | |
| PE | CPC Foodvest SBS LP | 2012-03-29 | 5.0 M | |
| PE | CPC/HMTF Equity Fund V LP | 2012-03-29 | 4.4 M | |
| PE | CPC Picard SBS LP | [2012-03-29] | 5.0 M | 2.6 M |
| Offered $5,000,000 · Filed 2011-03-14 (D) · Exemption 506 · Minimum $1,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | CPC Secondary Buyout LP | 2012-03-29 | 0.0 M | |
| PE | CPC Weetabix II SBS LP | 2012-03-29 | 0.3 M | |
| PE | CPC Weetabix PIK Debt SBS LP | 2012-03-29 | 35.3 M | |
| PE | CPC Weetabix SBS LP | 2012-03-29 | 16.2 M | |
| AUM Breakdown | Accounts | AUM ($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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Promethean Investments LLP
✚
|
473.0 M | |
|
AIGH Capital Management LLC
✚
|
472.7 M | |
|
Vanterra Capital LLC
✚
|
NY | 470.8 M |
|
Hivemind Capital Partners LLC
✚
|
NY | 468.2 M |
|
Mangrove Equity Partners LP
✚
|
FL | 468.1 M |
|
North Branch Capital Management LP
✚
|
IL | 467.5 M |
|
Edgewater Capital Management LLC
✚
|
OH | 466.8 M |
|
Closed Loop Partners LLC
✚
|
NY | 466.4 M |
|
ADIT Ventures Management LLC
✚
|
NY | 465.9 M |
|
Olive Partners Management LLC
✚
|
CA | 465.2 M |