New owner to acquire Carlson Capital Management, including Rochester office
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 Capital recently ...
Finance & Commerce7d
Sequoia to acquire Carlson Capital Management
Sequoia Financial is acquiring Carlson Capital, adding $3.8B in assets and expanding its national presence with four ...
Pensions&Investments7d
Sequoia Financial acquires Carlson Capital
Sequoia Financial Group agreed to acquire Carlson Capital Management in a deal expected to close March 31. Financial terms of ...
Crain's Cleveland Business7d
Sequoia Financial expands in Minnesota with acquisition of Carlson Capital
Akron-based Sequoia Financial Group said it's rolling up Carlson Capital Management of Northfield, Minnesota, for the serial ...
Carlson Capital Management Buys 225 Shares of Microsoft Co. (NASDAQ:MSFT)
Carlson Capital Management increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 19,611 shares of the ...
InvestmentNews7d
Sequoia secures first stake in Minnesota with $3.8B Carlson Capital Management
The acquisition, which represents its largest by number of employees, further enhances the $22.6 billion RIA giant's tax ...
Yahoo Finance6d
Sequoia Financial to buy Minnesota wealth manager Carlson Capital
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 ...
Morningstar7d
Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager
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 ...