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CRD 153261
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROYAL WILLIS CARSON | n/a | DALLAS, TX | 16 | 35 | n/a | no |
| GREGORY THOMAS GIANNINI | n/a | DALLAS, TX | 16 | 18 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CARSON PRIVATE CAPITAL/LION FUND III, L.P. | Private Equity Fund | $108M | Jul 31, 2018 | 113 | Mar 29, 2012 | dropped | 021-145942 |
| CPC LANDMARK SECONDARY, LP | Private Equity Fund | $53.2M | Jul 20, 2017 | 74 | Mar 2, 2015 | dropped | 021-232311 |
| CPC LANDMARK SECONDARY EQUITY FUND XVI, LP | Private Equity Fund | $47.2M | Jul 26, 2024 | 71 | Feb 28, 2019 | reported | 021-325877 |
| CPC TDR FUND V, LP | Private Equity Fund | $45.2M | Jul 26, 2024 | 59 | Mar 27, 2023 | reported | 021-454538 |
| CPC WEETABIX SECONDARY, LP | Private Equity Fund | $42.5M | Jun 11, 2015 | 86 | Mar 28, 2014 | dropped | 021-198687 |
| CARSON PRIVATE CAPITAL/TDR FUND IV, LP | Private Equity Fund | $41.8M | Jul 26, 2024 | 64 | Feb 23, 2018 | reported | 021-290755 |
| CPC LANDMARK SECONDARY REAL ESTATE FUND VIII, LP | Private Equity Fund | $40.7M | Jul 26, 2024 | 74 | Feb 23, 2018 | reported | 021-278905 |
| CPC ARCTOS SPORTS FUND I LP | Private Equity Fund | $37.3M | Jul 26, 2024 | 82 | Mar 19, 2021 | reported | 021-366259 |
| CPC HEALTHCARE GROWTH II, LP | Private Equity Fund | $31.3M | Jul 26, 2024 | 54 | Mar 24, 2022 | reported | 021-395092 |
| CARSON PRIVATE CAPITAL/LION FUND IV, LP | Private Equity Fund | $31.2M | Jul 26, 2024 | 108 | Mar 21, 2016 | reported | 021-258903 |
| CPC LANDMARK/KKR SECONDARY SBS, LP | Private Equity Fund | $28.1M | Jul 26, 2024 | 79 | Mar 29, 2017 | reported | 021-266055 |
| CPC LANDMARK SECONDARY EQUITY FUND XV, LP | Private Equity Fund | $24.8M | Jul 26, 2024 | 79 | Feb 23, 2018 | reported | 021-232311 |
| CPC MAGNOLIA SBS LP | Private Equity Fund | $21.9M | Jul 26, 2024 | 47 | Mar 19, 2021 | reported | 021-385067 |
| CARSON PRIVATE CAPITAL/LION FUND II, L.P. | Private Equity Fund | $21.3M | Jul 31, 2018 | 163 | Mar 29, 2012 | dropped | n/a |
| CPC TECH GROWTH FUND III, LP | Private Equity Fund | $20.3M | Jul 26, 2024 | 40 | Mar 27, 2023 | reported | 021-446515 |
| CPC ALLSAINTS SBS, L.P. | Private Equity Fund | $17.7M | Jul 31, 2018 | 51 | Apr 1, 2013 | dropped | 021-181831 |
| CPC TDR SPECIAL OPPORTUNITIES FUND I, LP | Private Equity Fund | $17.0M | Jul 26, 2024 | 27 | Feb 22, 2024 | reported | 021-501762 |
| CPC WEETABIX SBS, L.P. | Private Equity Fund | $16.2M | Jun 11, 2015 | 134 | Mar 29, 2012 | dropped | n/a |
| CPC AFFLELOU SBS, L.P. | Private Equity Fund | $15.3M | Jul 31, 2018 | 58 | Apr 1, 2013 | dropped | 021-182655 |
| CARSON PRIVATE CAPITAL/TDR FUND IV (EURO), LP | Private Equity Fund | $15.3M | Jul 26, 2024 | 7 | Feb 23, 2018 | reported | 021-302570 |
| CPC BCA MARKETPLACE SBS, LP | Private Equity Fund | $14.6M | Jul 26, 2024 | 39 | Feb 3, 2020 | reported | 021-354538 |
| CPC LANDMARK/TDR III SBS LP | Private Equity Fund | $14.4M | Jul 26, 2024 | 31 | Feb 3, 2020 | reported | 021-337408 |
| CPC RHONE FUND VI LP | Private Equity Fund | $14.4M | Jul 26, 2024 | 29 | Mar 27, 2023 | reported | 021-435219 |
| CPC/KKR TECH GROWTH II, LP | Private Equity Fund | $13.2M | Jul 26, 2024 | 21 | Feb 3, 2020 | reported | 021-357620 |
| CPC ARROW SBS LP | Private Equity Fund | $13.0M | Jul 26, 2024 | 44 | Feb 22, 2024 | reported | 021-481247 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AUGHTRY, MONICA, MARIE | ASSISTANT SECRETARY, MANAGING DIRECTOR, ANALYSIS AND INVESTOR RELATIONS | Na | yes | 01/2023 | Mar 19, 2021 | Jul 26, 2024 |
| Carson Cavender, Catherine, Brooks | Director | Na | yes | 01/2023 | Feb 22, 2024 | Jul 26, 2024 |
| CARSON, ROYAL, CHANDLER | MANAGING DIRECTOR, CO-CEO | Na | yes | 01/2023 | Mar 21, 2016 | Jul 26, 2024 |
| CARSON, ROYAL, WILLIS | CO-CEO/PRESIDENT/MANAGING MEMBER | E | yes | 01/2023 | Mar 29, 2012 | Jul 26, 2024 |
| GIANNINI, GREGORY, THOMAS | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER/SECRETARY/TREASURER | Na | yes | 01/2011 | Mar 29, 2012 | Jul 26, 2024 |
| Smith, Katherine, Risher | DIRECTOR, FINANCE AND ACCOUNTING | Na | yes | 01/2023 | Feb 22, 2024 | Jul 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CPC ARCTOS SPORTS FUND I GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC ARROW SBS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC BCA MARKETPLACE GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC HEALTHCARE GROWTH II GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC LANDMARK SECONDARY EQUITY FUND XV GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC LANDMARK SECONDARY EQUITY FUND XVI GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC LANDMARK SECONDARY REAL ESTATE FUND VIII GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC LANDMARK/KKR SECONDARY SBS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC LANDMARK/TDR III SBS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC LANDMARK/TDR SECONDARY SBS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC MAGNOLIA SBS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC RHONE FUND VI GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC STONEGATE SBS GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC TDR FUND V GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC TDR SPECIAL OPPORTUNITIES FUND I GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC TECH GROWTH FUND III GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC/KKR TECH GROWTH II GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC/LION FUND IV GP, LP | n/a | n/a | n/a | N | yes | n/a |
| CPC/TDR FUND IV GP, LP | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 23, 2026 | $469M | $469M | 6 | 4 | 1 | 20 | n/a |
| 2024 | Feb 26, 2025 | $479M | $479M | 6 | 4 | 1 | 20 | n/a |
| 2023 | Feb 22, 2024 | $507M | $507M | 5 | 4 | 1 | 21 | $507M |
| 2022 | Mar 27, 2023 | $491M | $491M | 5 | 4 | 1 | 19 | $491M |
| 2021 | Mar 24, 2022 | $499M | $499M | 5 | 4 | 1 | 17 | $499M |
| 2020 | Mar 19, 2021 | $389M | $389M | 5 | 4 | 1 | 16 | $389M |
| 2019 | Feb 3, 2020 | $435M | $435M | 6 | 4 | 1 | 13 | $435M |
| 2018 | Feb 28, 2019 | $369M | $369M | 5 | 4 | 1 | 11 | $369M |
| 2017 | Feb 23, 2018 | $512M | $512M | 7 | 4 | 1 | 19 | $512M |
| 2016 | Mar 29, 2017 | $449M | $449M | 8 | 4 | n/a | 16 | $449M |
| 2015 | Mar 21, 2016 | $440M | $440M | 9 | 4 | n/a | 15 | $440M |
| 2014 | Mar 2, 2015 | $547M | $547M | 7 | 4 | n/a | 17 | $547M |
| 2013 | Mar 28, 2014 | $505M | $505M | 6 | 3 | n/a | 17 | $505M |
| 2012 | Apr 1, 2013 | $425M | $425M | 6 | 3 | n/a | 16 | $425M |
| 2011 | Mar 29, 2012 | $328M | $328M | n/a | n/a | n/a | 15 | $328M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $475M | $479M | -0.8% | $491M | -1.1% | 6 | 6 | 1 | 1 |