Carson Management Company, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 153261
· SEC file 801-71258
· Dallas, TX
· www.linkedin.com
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $475M
- Discretionary
- $475M
- Clients
- 20
- Avg AUM / client
- $23.8M
- Accounts
- 20
- Employees
- 6
AUM over time
$328M
$594M
Mar 29, 2012
Jul 15, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 20 | $475M | 100.0% |
Private funds (21)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $494M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cpc Landmark Secondary Equity Fund Xvi, Lp | Private Equity Fund | Delaware | $47.2M | 71 |
| Cpc Tdr Fund V, Lp | Private Equity Fund | Delaware | $45.2M | 59 |
| Carson Private Capital/Tdr Fund Iv, Lp | Private Equity Fund | Delaware | $41.8M | 64 |
| Cpc Landmark Secondary Real Estate Fund Viii, Lp | Private Equity Fund | Delaware | $40.7M | 74 |
| Cpc Arctos Sports Fund I Lp | Private Equity Fund | Delaware | $37.3M | 82 |
| Cpc Healthcare Growth Ii, Lp | Private Equity Fund | Delaware | $31.3M | 54 |
| Carson Private Capital/Lion Fund Iv, Lp | Private Equity Fund | Delaware | $31.2M | 108 |
| Cpc Landmark/Kkr Secondary Sbs, Lp | Private Equity Fund | Delaware | $28.1M | 79 |
| Cpc Landmark Secondary Equity Fund Xv, Lp | Private Equity Fund | Delaware | $24.8M | 79 |
| Cpc Magnolia Sbs Lp | Private Equity Fund | Delaware | $21.9M | 47 |
| Cpc Tech Growth Fund Iii, Lp | Private Equity Fund | Delaware | $20.3M | 40 |
| Cpc Tdr Special Opportunities Fund I, Lp | Private Equity Fund | Delaware | $17.0M | 27 |
| Carson Private Capital/Tdr Fund Iv (Euro), Lp | Private Equity Fund | Delaware | $15.3M | 7 |
| Cpc Bca Marketplace Sbs, Lp | Private Equity Fund | Delaware | $14.6M | 39 |
| Cpc Landmark/Tdr Iii Sbs Lp | Private Equity Fund | Delaware | $14.4M | 31 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregory Thomas Giannini | Chief Compliance Officer/Chief Financial Officer/Secretary/Treasurer | Apr 2010 (16y) | Less than 5% | |
| Royal Willis Carson | Co Ceo/President/Managing Member | Apr 2010 (16y) | 75% or more | |
| Aughtry, Monica, Marie | Assistant Secretary, Managing Director, Analysis And Investor Relations | Jan 2023 (4y) | Less than 5% | |
| Carson, Royal, Chandler | Managing Director, Co Ceo | Jan 2023 (4y) | Less than 5% | |
| Carson Cavender, Catherine, Brooks | Director | Jan 2023 (4y) | Less than 5% | |
| Smith, Katherine, Risher | Director, Finance And Accounting | Jan 2023 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (21, $494M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cpc Landmark Secondary Equity Fund Xvi, Lp | Private Equity Fund | $47.2M | $1.0M | 71 |
| Cpc Tdr Fund V, Lp | Private Equity Fund | $45.2M | $250K | 59 |
| Carson Private Capital/Tdr Fund Iv, Lp | Private Equity Fund | $41.8M | $1.0M | 64 |
| Cpc Landmark Secondary Real Estate Fund Viii, Lp | Private Equity Fund | $40.7M | $1.0M | 74 |
| Cpc Arctos Sports Fund I Lp | Private Equity Fund | $37.3M | $250K | 82 |
| Cpc Healthcare Growth Ii, Lp | Private Equity Fund | $31.3M | $500K | 54 |
| Carson Private Capital/Lion Fund Iv, Lp | Private Equity Fund | $31.2M | $1.0M | 108 |
| Cpc Landmark/Kkr Secondary Sbs, Lp | Private Equity Fund | $28.1M | $250K | 79 |
| Cpc Landmark Secondary Equity Fund Xv, Lp | Private Equity Fund | $24.8M | $1.0M | 79 |
| Cpc Magnolia Sbs Lp | Private Equity Fund | $21.9M | $250K | 47 |
| Cpc Tech Growth Fund Iii, Lp | Private Equity Fund | $20.3M | $250K | 40 |
| Cpc Tdr Special Opportunities Fund I, Lp | Private Equity Fund | $17.0M | $250K | 27 |
| Carson Private Capital/Tdr Fund Iv (Euro), Lp | Private Equity Fund | $15.3M | $1.0M | 7 |
| Cpc Bca Marketplace Sbs, Lp | Private Equity Fund | $14.6M | $250K | 39 |
| Cpc Landmark/Tdr Iii Sbs Lp | Private Equity Fund | $14.4M | $250K | 31 |
| Cpc Rhone Fund Vi Lp | Private Equity Fund | $14.4M | $250K | 29 |
| Cpc/Kkr Tech Growth Ii, Lp | Private Equity Fund | $13.2M | $500K | 21 |
| Cpc Arrow Sbs Lp | Private Equity Fund | $13.0M | $250K | 44 |
| Cpc Landmark/Tdr Secondary Sbs, Lp | Private Equity Fund | $8.0M | $250K | 108 |
| Cpc Landmark/Tdr Iii Sbs (Euro) Lp | Private Equity Fund | $7.4M | $250K | 8 |
| Cpc Stonegate Sbs Lp | Private Equity Fund | $6.8M | $250K | 41 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 5.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗