# Gordon Carlson & Associates

Gordon Carlson & Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 149891
- **SEC file number:** 801-70452
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149891

## About

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.

## Questions

### 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.

### 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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Last updated: 2026-07-06T01:24:17.407Z

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