Carlson Capital Revenue, Growth & Competitor Profile

DBA CARLSON CAPITAL, L.P.

Company Profile & Annual Report for Carlson Capital

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Carlson Capital Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	2100 Mckinney Ave Suite 1900 Dallas, TX 75201

Note: Revenues for privately held companies are statistical evaluations.


Carlson Capital's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Carlson Capital's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Carlson Capital is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Carlson Capital Annual Revenue and Growth Rate

Carlson Capital	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Carlson Capital's revenues are gauged from an analysis of company filings.

Carlson Capital's Income Statement (based on Industry Averages)

Carlson Capital P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Carlson Capital is developing and marketing. Carlson Capital doesn't have any recent trademark applications, indicating Carlson Capital is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
CATHEDRAL LAKE Financial services, namely, management of investments in collateralized loan obligations; investment management services; investment advisory services	11/30/2017
CATHEDRAL LAKE CLO Financial services, namely, management of investments in collateralized loan obligations; investment management services; investment advisory services	07/02/2014
BLACK DIAMOND RELATIVE VALUE Investment advisory and management services; management of investment funds; financial asset management; financial services, namely, alternative asset investments; hedge fund investment services; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; financial advisory services regarding the creation and/or management of alternative assets and indices related to alternative asset classes, including fund of hedge funds, funds of private equity funds, hedge funds, and other investment portfolios; investment advisory services * ; none of the aforesaid services related to insurance or insurance services *	10/28/2013

See all trademarks and details in the Full Report.

Market Share of Carlson Capital's Largest Competitors

A competitive analysis shows these companies are in the same general field as Carlson Capital, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Carlson Capital. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MCR INVESTORS	Dallas, TX	100
HUDSON ADVISORS	Dallas, TX	17
CROW FAMILY	Dallas, TX	10
MUFG CAPITAL ANALYTICS	Dallas, TX	8
HBK MANAGEMENT	Dallas, TX	7
SWS GROUP	Dallas, TX	6

Other Companies at 2100 Mckinney Ave, Dallas TX

Company	Headquarters	Revenue ($ MM)
KLX ENERGY SERVICES HOLDINGS	Dallas, TX	100
WOODS CAPITAL MANAGEMENT	Dallas, TX	2
CBRE	Dallas, TX	0

Future Competition: Carlson Capital's Fastest Growing Competitors

These companies are in the same general field as Carlson Capital and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)