The Northfield-based Carlson Capital Management has been acquired by Sequoia Financial Group, a wealth manager based in Akron, Ohio, according to a press release on the topic. The move by Sequioa ...

Mercer is expanding with new partners in Tennessee and Kentucky, while Sequoia lands its ninth acquisition since 2023.

LLC (Sequoia Financial), an SEC-registered wealth manager with $22.6 billion in assets under management as of Dec. 31, 2024, today announced it has completed its acquisition of Carlson Capital ...

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Sequoia Financial said it is buying Carlson Capital Management, a Northfield, Minn.-based investment advisory firm with $3.8 ...

Carlson Capital Management increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 40.4% in the 4th quarter, according to the company in its most recent filing with ...

Carlson's Black Diamond Thematic fund ... including Jana Partners and BlueMountain Capital Management, have axed their long-short equity funds already in 2019. The field's reputation has taken ...