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CARSON MANAGEMENT COMPANY, LLC

DALLAS, TX · CRD 153261 · IAPD ↗ · 214.999.1000

$475.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
20Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
March 2024 — CARSON MANAGEMENT COMPANY, LLC crossed $500M in regulatory AUM ($477.5M -> $507.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.