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 ...

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 ...

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 ...

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 ...

Carlson could rank among the all-time great blueliners – including some former Caps – by the time his career ends ...

Hedge fund Carlson Capital has been hit with client withdrawls from its long-short equity fund following the departure of one of the fund's two portfolio managers. Carlson's Black Diamond Thematic ...

Sequoia Financial said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 billion in client assets.

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.

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 ...

which is backed by Kudu Investment Management and Valeas Capital Partners, has agreed to acquire Carlson Capital Management, a Northfield, Minnesota-based investment advisory firm. No financial ...