Carlson Offshore Advisors, L.P. is a large advisory firm based in Dallas. It manages $4.2 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Carlson Offshore Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Carlson Offshore Advisors, L.P. is $4.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Carlson Offshore Advisors, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Troy David Wuertz joined the executive team most recently as the General Counsel.
The principal office where Carlson Offshore Advisors, L.P. performs its advisory services is located at 2100 Mckinney Ave, Dallas, TX 75201, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-932-9600 or by fax 214-932-9602. The normal business hours are 7:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.carlsoncapital.com.