Feb. 5—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 ...

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 ...

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.

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.

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 ...

Founded in 1987, CCM provides integrated wealth management services including investment ... Upon completion of the acquisition, co-founders Gregory Carlson and Jeffrey Carlson will become ...

LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, and Carlson Capital Management, LLC (CCM), a Northfield, Minnesota ...

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 ...

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 ...

On Wednesday, Sequoia Financial Group announced it is acquiring Carlson Capital Management, a Minnesota-based RIA overseeing $3.8 billion in client assets, as part of its ongoing expansion.