# Carson Management Company, LLC

> Carson Management Company, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 153261
- Filed as: CARSON MANAGEMENT COMPANY, LLC
- Also doing business as: CARSON PRIVATE CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153261
- AdvisorCensus page: https://advisorcensus.com/firm/carson-management-company-llc-dallas-tx-153261

## Quick answers

**How is Carson Management Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Carson Management Company, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Carson Management Company, LLC charge?**
Its Form ADV Part 2A brochure dated July 15, 2026 states: Asset-based fee: 0.75% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Carson Management Company, LLC located?**
Carson Management Company, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Carson Management Company, LLC registered with the SEC or a state?**
Carson Management Company, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153261.

**How much does Carson Management Company, LLC manage?**
Carson Management Company, LLC reports $475,084,747 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**How have Carson Management Company, LLC's assets and staff changed since 2021?**
In the Form ADV data for Carson Management Company, LLC: Regulatory assets under management: $411,117,196 in the October 2021 data and $475,084,747 in the October 2026 data, up 16%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Carson Management Company, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20).

**Does Carson Management Company, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153261

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Asset-based fee: 0.75% to 1% a year (a range, as the brochure states it)

> The percentage, generally between 0.75% and 1.0%, is payable quarterly in advance on January 1st, April 1st, July 1 st and October 1 st of each year during the term of the Partnership.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $475,084,747
- Discretionary: $475,084,747
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $475,084,747 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carsoncapital.com/home
- LinkedIn @carson-private-capital-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $411,117,196 | 5 | July 12, 2021 |
| October 2022 | $484,033,320 | 5 | July 29, 2022 |
| October 2023 | $477,528,907 | 5 | August 2, 2023 |
| October 2024 | $493,806,558 | 5 | July 26, 2024 |
| October 2025 | $457,877,542 | 6 | July 18, 2025 |
| October 2026 | $475,084,747 | 6 | July 15, 2026 |

Regulatory assets under management: $411,117,196 in the October 2021 data and $475,084,747 in the October 2026 data, up 16%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carson Management Company, LLC (CRD 153261): Form ADV filing data as of October 2026.