Carlson Offshore Advisors, L.P. (Dallas)

Name: Carlson Offshore Advisors, L.P.
Address: 2100 Mckinney Ave, Dallas, TX, 75201
Telephone: 214-932-9600

Carlson Offshore Advisors, L.P. is a large advisory firm based in Dallas. It manages $4.2 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Carlson Offshore Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carlson Offshore Advisors: assets under management

The assets under management (AUM) of Carlson Offshore Advisors, L.P. is $4.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.2 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $262.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carlson Offshore Advisors, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Carlson Offshore Advisors, L.P.

Troy David Wuertz joined the executive team most recently as the General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clint Carlson	Chief executive officer	1 Sep 1997	50% - 75%	2410952
Lynne Breen Alpar	Chief financial officer	1 Sep 1997	Other	2049169
Nancy Packer Carlson	Limited partner	1 Sep 1997	50% - 75%	4454016
Asgard Investment Corp.	General partner	1 Sep 1997	Other	75-2494315
Roy Harold Trice	Chief operating officer	1 Sep 1998	Other	2226462
Lp Youghiogeny Holdings	Limited partner	1 Jan 2000	Other	75-2764379
Troy David Wuertz	General counsel	1 May 2001	Other	4457313

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Clint Carlson	Sole shareholder/director	1 Aug 1993	75% - 100%	2410952
Clint Carlson	General partner/limited partner	1 Jan 1997	25% - 50%	2410952
Nancy Packer Carlson	General partner/limited partner	1 Jan 1997	25% - 50%	4454016

Based in Dallas

The principal office where Carlson Offshore Advisors, L.P. performs its advisory services is located at 2100 Mckinney Ave, Dallas, TX 75201, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-932-9600 or by fax 214-932-9602. The normal business hours are 7:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.carlsoncapital.com.