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-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial acquirer’s first transaction of 2025. Financial terms of the deal, which is ...
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 ...
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 ...
Carlson could rank among the all-time great blueliners – including some former Caps – by the time his career ends ...
Carlson Capital Management’s holdings in Microsoft were worth $8,438,000 as of its most recent SEC filing. Several other large investors have also recently bought and sold shares of MSFT.
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.
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.
Sequoia Financial said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 billion in client assets.
and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota-based investment advisory firm with $3.8 billion in client assets as of Dec. 31, 2024, today announced they have reached an ...
Sequoia Financial Group has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed sum. The acquisition, expected to complete on 31 March ...
Carlson Capital opened its Rochester office, which has seven employees, in 2005. It's currently located in Suite 201 of the H3 building at 30 Third St. SE. This acquisition extends Sequoia's ...