Ohio-based Sequoia Financial Group and Carlson Capital Management recently announced that “they have reached an agreement” ...

The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...

Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...

Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...

Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...

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.

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

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 ...

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 ...