Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Carson Group is a Nebraska-based investment firm that specializes in providing wealth management and financial services to advisors and their clients. With a focus on alternative investments, the firm offers strategies in hedge funds, private equity, and real estate, while also supporting financial advisors across the United States through a partnership model designed to enhance efficiency and growth.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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