The private equity company’s fee-paying assets under management increased in 2024 as investment activity recovered, but it ...

Elliott Capital Management, an activist investor, has acquired a stake close to 5% in British multinational oil and gas company BP (NYSE:BP), according to an early Thursday Reuters report.

Jason Kley Elected to National FPA Board of Directors Carlson Capital Management’s Jason Kley, CFP®, AIF®, MBA, Senior ...

Healthcare startup Capital Rx seeing revenue surge as Congress seeks to regulate the PBM giants that profit from high drug ...

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

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 ...

Investment management company Maran Capital Management recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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 ...

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

Credit: Piotr Swat/Shutterstock. Sequoia Financial Group has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed sum. The acquisition, ...

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, according to ...