Gordon Carlson & Associates

GORDON CARLSON & ASSOCIATES is an SEC-registered investment adviser with $87 million in regulatory assets under management. The firm manages $52 million on a...

Gordon Carlson & Associates

GORDON CARLSON & ASSOCIATES is an SEC-registered investment adviser with $87 million in regulatory assets under management. The firm manages $52 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Who runs investment decisions at Gordon Carlson & Associates?

The firm's website and public records do not identify specific investment professionals or a CIO. The name suggests a principal named Carlson, but no individual is confirmed to hold that role.

What is the wealth origin of the Carlson family?

No public source discloses the origin of the wealth managed by Gordon Carlson & Associates. The firm does not publish information about its underlying family or fortune.

Does Gordon Carlson & Associates participate in fund commitments or direct deals?

The firm's investment strategy is not publicly documented. It is unknown whether they primarily make direct investments, commit to external funds, or use a hybrid approach.

Which sectors does the firm invest in?

Sector preferences are not disclosed. No confirmed holdings or stated focus areas exist in public records.

Is Gordon Carlson & Associates a single or multi family office?

Based on the firm's name and structure, it appears to be a single family office. However, no official confirmation or documentation is available.

What is the AUM of Gordon Carlson & Associates?

AUM is not disclosed. No credible estimate exists from any third-party source.

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