C•••••• F••••• O•••••
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Why this class: C•••••• of Minnetonka is a third-generation closely held family enterprise whose C•••••• Private Capital Partners invests family capital..
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, sponsor-friendly, real estate.
Overviewshow
- “••• Locked”c••••••.com
- “••• Locked”c••••••.com
- Classification
- Family investment company
- Description
- ••• Locked
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- c••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $571M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $571M. These are different facts and are never added together.
- Sep 13, 2026Family investment company 70%C•••••• of Minnetonka is a third-generation closely held family enterprise whose C•••••• Private Capital Partners invests family capital.Factverifiedc••••••.com“••• Locked”
- Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $285,651,487 in assets (IRS in-care-of)Inference
Family and wealth originshow
- Family served
- C•••••• family (descendants of C••• C••••••: N••••• and G••• branches)
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team15 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| D•••• L• N••••• family | Board member; Co-Chair C•••••• Holdings; Board Chair 2013 to 2019 | Board · investment decisions | none on record | c••••••.com Fact |
| L•••• M• B••• | Independent director, Audit Committee Chair | Board · investment decisions | none on record | c••••••.com Fact |
| M•••••• T••• S•••••• | Independent director; Chair, Nominating and Governance Committee | Board · investment decisions | none on record | c••••••.com Fact |
| R•••••• ••••• C• G••• family | Board member; former Chair (two terms); Co-Chair C•••••• Holdings | Board · investment decisions | none on record | c••••••.com Fact |
| S•••• C• G••• family | Non-Executive Chair, C••••••, Inc. (from 2025-08-08) | Family principal · investment decisions | none on record | c••••••.com Fact |
| W•••• M• N••••• family | Leadership roles at C••••••, CPC and C•••••• Holdings; Trustee, C•••••• Family Foundation | Family principal · investment decisions | email: w••••••@c••••••.com (verified by provider, Sep 15, 2026) | c••••••.com Fact |
| L••• B••••••• | Operating Partner | Operations and finance · investment decisions | none on record | |
| S•••• A••••••• | Head of Industry Executive Council | Other · investment decisions | none on record | |
| A••• L•••••••• | Senior Vice President | Private equity · investment decisions | email: alibertini@carlsonprivatecapital.com (published by the subject) | |
| A••• C••••••• | CEO and Managing Partner, C•••••• Private Capital Partners | Private equity · investment decisions | email: acantwell@carlsonprivatecapital.com (published by the subject) phone: 763.762.2280 (published by the subject) | |
| E••• G••••• | Principal | Private equity · investment decisions | email: egergen@carlsonprivatecapital.com (published by the subject) | |
| J•••• B•••• | Managing Director | Private equity · investment decisions | email: jbrown@carlsonprivatecapital.com (published by the subject) | |
| L•••••• M••• | Vice President | Private equity · investment decisions | none on record | |
| L•••• B••• | Vice President | Private equity · investment decisions | none on record | |
| T••••• M•••• | Partner, C•••••• Private Capital Partners | Private equity · investment decisions | email: tmoore@carlsonprivatecapital.com (published by the subject) |
Investment mandateshow
••• Locked
- Sectors
- ••• Locked Fact carlsonprivatecapital.com“••• Locked”
- Ev high usd
- ••• Locked Fact carlsonprivatecapital.com“••• Locked”
- Invests directly
- ••• Locked Fact carlsonprivatecapital.com“••• Locked”
- Geography mandate
- US and Canada Fact carlsonprivatecapital.com“••• Locked”
- Check size low usd
- $20 million equity Fact carlsonprivatecapital.com“••• Locked”
- Control preference
- ••• Locked Fact carlsonprivatecapital.com“••• Locked”
- Check size high usd
- $100 million equity Fact carlsonprivatecapital.com“••• Locked”
- States
- none Fact
- Control
- unknown (9), majority (9), minority (1) Fact
- Sectors
- Resort apparel (3), Scientific instrumentation (1), Physical security, access control (1), Specialty fastener master distribution (1), Resort and collegiate apparel (1), E-commerce marketplace platform (1), ••• Locked (1), D••••• agency; skincare brand (1) Fact
- Subsectors
- none Fact
- Co investors
- S•••• R••• P••••••• (1), B•••••••• P••••••• (1), K•• G••••• (1), A•••• A••••••• (1), D••••••••• C•••••• M••••••••• (1) Fact
- Asset classes
- private equity (16), growth equity (2) Fact
- Direct vs fund
- Fund: 0 · Direct: 19 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 19 Fact
- Investment kinds
- acquisition (11), direct investment (6), co investment (1), growth (1) Fact
- First and last deal
- Last: 2026-02-11 · First: 2019-12-23 Fact
- Lead vs participant
- lead (15), participant (2), unknown (2) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
- Private equity team
- 7 Inferencenamed professionals with this responsibility
- Invests directly
- Invests non-institutional family capital in founder and family-owned businesses
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- Industrial, consumer, distribution, business services; perspectives in healthcare and financial services; building automation and security thesis
- Geography
- US and Canada
- Check size
- $20.0M to $100M
Direct investments19 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Feb 11, 2026 | A••• T••••••••• | Co investment | Physical security, access control | participant | unknown | S•••• R••• P••••••• (co investor), B•••••••• P••••••• (co investor) | prnewswire.com Fact “••• Locked” |
| Jan 1, 2026 | O••••• N••••••••• d••••••• o• O••••• I••••••••• ••••••• D••••• a•••••• | Acquisition | Cryogenics instrumentation | lead · majority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Oct 11, 2024 | Q•••••• D••••• I••••••••• | Direct investment | Scientific instrumentation | lead | unknown | none named | c••••••.com Fact “••• Locked” |
| Mar 1, 2024 | E•• S••••••••• ••••••••• a•••••• | Acquisition | Resort apparel | lead · majority | unknown | none named | “••• Locked” |
| Oct 9, 2023 | L••••••••• | Direct investment | unknown | unknown | unknown | none named | c••••••.com Fact “••• Locked” |
| Oct 1, 2023 | D••••••• C••••••••• S••••••• ••••••••• a•••••• | Acquisition | Broadband engineering and design | lead | unknown | none named | “••• Locked” |
| Jun 1, 2023 | S••••••• T•••••• S••••••• •••••• S•••• a•••••• | Acquisition | Portable traffic control devices | lead · majority | unknown | none named | “••• Locked” |
| Nov 30, 2022 | T••••• S•••••• | Direct investment | Automation control systems integration (data center, life sciences) | lead | unknown | none named | c••••••.com Fact “••• Locked” |
| Nov 1, 2022 | C•••••• C••••••• ••••••••• a•••••• | Acquisition | Resort apparel | lead · majority | unknown | none named | “••• Locked” |
| Nov 1, 2020 | Y••••••••• S••••••••• ••••••••• a•••••• | Acquisition | Resort apparel | lead · majority | unknown | none named | “••• Locked” |
| Sep 1, 2020 | E••••••• D••••• a•• T••••• S••• ••••••• a••••••• | Acquisition | D••••• agency; skincare brand | unknown | unknown | none named | “••• Locked” |
| Sep 1, 2020 | E•••• F•• S••• a••••• ••••••••• a•••••• | Acquisition | Fan apparel e-commerce | lead · majority | unknown | none named | “••• Locked” |
| Aug 1, 2020 | Z••••• H••••••• ••••••••• a•••••• | Acquisition | Collegiate headwear | lead · majority | unknown | none named | “••• Locked” |
| Dec 23, 2019 | L••••••••• • B••• 8• | Direct investment | Resort and collegiate apparel | lead | unknown | none named | c••••••.com Fact “••• Locked” |
| n/a | M••••••••• | Direct investment | Broadband infrastructure distribution and services | lead | unknown | none named | “••• Locked” |
| n/a | P•••••• | Growth | E-commerce marketplace platform | participant · minority | unknown | K•• G••••• (co investor), A•••• A••••••• (co investor), D••••••••• C•••••• M••••••••• (co investor) | “••• Locked” |
| n/a | S••••• S•••• | Direct investment | Work zone traffic safety equipment and technology | lead · majority | unknown | none named | “••• Locked” |
| n/a | A••••• ••••••••• a•••••• | Acquisition | Resort apparel and accessories | lead · majority | unknown | none named | “••• Locked” |
| n/a | L••••••• S•••••••• G•••• ••••••••• • S•••••••• | Acquisition | Specialty fastener master distribution | lead | unknown | none named | “••• Locked” |
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investors5show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| S•••• R••• P••••••• | organisation | 1 | Feb 11, 2026 | A••• T••••••••• | prnewswire.com |
| B•••••••• P••••••• | organisation | 1 | Feb 11, 2026 | A••• T••••••••• | prnewswire.com |
| D••••••••• C•••••• M••••••••• | family office | 1 | undated (historical) | P•••••• | carlsonprivatecapital.com |
| K•• G••••• | organisation | 1 | undated (historical) | P•••••• | carlsonprivatecapital.com |
| A•••• A••••••• | organisation | 1 | undated (historical) | P•••••• | carlsonprivatecapital.com |
- B•••••••• P••••••• Feb 11, 2026 recurring (2) Fact prnewswire.com
- S•••• R••• P••••••• Feb 11, 2026 recurring (2) Fact prnewswire.com
- B•••••••• P••••••• Feb 11, 2026 recurring (2) Fact prnewswire.com
- S•••• R••• P••••••• Feb 11, 2026 recurring (2) Fact prnewswire.com
- D••••••••• C•••••• M••••••••• recurring (2) Fact carlsonprivatecapital.com
- A•••• A••••••• recurring (2) Fact carlsonprivatecapital.com
- K•• G••••• recurring (2) Fact carlsonprivatecapital.com
- D••••••••• C•••••• M••••••••• recurring (2) Fact carlsonprivatecapital.com
- A•••• A••••••• recurring (2) Fact carlsonprivatecapital.com
- K•• G••••• recurring (2) Fact carlsonprivatecapital.com
Independent sponsor relationshipsshow
Related entities2show
Signals and timeline24show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 24 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedC•••••• F••••• O•••••: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (C•••••• of Minnetonka is a third-generation closely held family enterprise whose C•••••• Private Capital Partners invests family capital.)c•••••••••Factc••••••.com
- Sep 12, 2026Office discoveredC•••••• F••••• O••••• named as in-care-of on T•• C••••• L• C•••••• F••••• F••••••••• ($285,651,487 in assets)DiscoveryInferenceapps.irs.gov
- Dec 31, 2023Foundation officer joinedTENLEY GAGE (TRUSTEE) appears on T•• C••••• L• C•••••• F••••• F•••••••••'s 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer joinedABIGAIL GAGE (TRUSTEE) appears on T•• C••••• L• C•••••• F••••• F•••••••••'s 2023-12-31 returnFoundationFactapps.irs.gov
- Feb 11, 2026Direct investmentC•••••• F••••• O••••• invested in A••• T•••••••••Direct investmentsFactprnewswire.com
- Feb 11, 2026Investment professional joinedJ•••• B•••• joins CPC as Managing Director from Norwest Equity Partnersp•••••Factprnewswire.com
- Jan 1, 2026Direct investmentC•••••• F••••• O••••• invested in O••••• N••••••••• d••••••• o• O••••• I••••••••• ••••••• D••••• a••••••Direct investmentsFactprnewswire.com
- Jan 1, 2026Portfolio add-on acquisitionQ•••••• D••••• acquires O••••• N•••••••••Direct investmentsFactcarlsonprivatecapital.com
- Aug 8, 2025Succession eventS•••• C• G••• succeeds R••• G••• as Non-Executive Chair of C••••••, Inc.p•••••Factc••••••.com
- Apr 1, 2025Investment professional joinedL•••• B••• joins as Vice President from Silver Oak Services Partnersp•••••Factcarlsonprivatecapital.com
- Oct 11, 2024Direct investmentC•••••• F••••• O••••• invested in Q•••••• D••••• I•••••••••Direct investmentsFactc••••••.com
- Sep 1, 2024Investment team expandedL••• B••••••• joins as Operating Partnerp•••••Factcarlsonprivatecapital.com
- Mar 1, 2024Direct investmentC•••••• F••••• O••••• invested in E•• S••••••••• ••••••••• a••••••Direct investmentsFactcarlsonprivatecapital.com
- Mar 1, 2024Portfolio add-on acquisitionL••••••••• acquires EMI S•••••••••Direct investmentsFactcarlsonprivatecapital.com
- Oct 1, 2023Direct investmentC•••••• F••••• O••••• invested in D••••••• C••••••••• S••••••• ••••••••• a••••••Direct investmentsFactcarlsonprivatecapital.com
- Oct 1, 2023Portfolio add-on acquisitionM••••••••• acquires D••••••• C••••••••• ServicesDirect investmentsFactcarlsonprivatecapital.com
- Jun 1, 2023Direct investmentC•••••• F••••• O••••• invested in S••••••• T•••••• S••••••• •••••• S•••• a••••••Direct investmentsFactcarlsonprivatecapital.com
- Nov 30, 2022Direct investmentC•••••• F••••• O••••• invested in T••••• S••••••Direct investmentsFactc••••••.com
- Nov 1, 2022Direct investmentC•••••• F••••• O••••• invested in C•••••• C••••••• ••••••••• a••••••Direct investmentsFactcarlsonprivatecapital.com
- Nov 1, 2020Direct investmentC•••••• F••••• O••••• invested in Y••••••••• S••••••••• ••••••••• a••••••Direct investmentsFactcarlsonprivatecapital.com
- Sep 1, 2020Direct investmentC•••••• F••••• O••••• invested in E•••• F•• S••• a••••• ••••••••• a••••••Direct investmentsFactcarlsonprivatecapital.com
- Sep 1, 2020Direct investmentC•••••• F••••• O••••• invested in E••••••• D••••• a•• T••••• S••• ••••••• a•••••••Direct investmentsFactcarlsonprivatecapital.com
- Aug 1, 2020Direct investmentC•••••• F••••• O••••• invested in Z••••• H••••••• ••••••••• a••••••Direct investmentsFactcarlsonprivatecapital.com
- Dec 23, 2019Direct investmentC•••••• F••••• O••••• invested in L••••••••• • B••• 8•Direct investmentsFactc••••••.com
Sources and evidence47show
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 47 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Check size (high) | $100 million equity “Equity capital investment target $20-100 million” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Check size (low) | $20 million equity “Equity capital investment target $20-100 million” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Co invest behavior | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Control preference | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Enterprise value (high) | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Family generation | Third generation of closely-held family ownership “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Family served | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Foundation ico signal | T•• C••••• L• C•••••• F••••• F••••••••• | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Geographic mandate | US and Canada “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Investment committee | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) c••••••.com | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Legal entity | C•••••• Family Trust Company “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| News read | news-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Office type (stated) | family_investment_company “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Real estate strategy | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Sponsor behavior | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Fact |
| Team size total | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.com | Estimate |
| Source of wealth | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Website | c••••••.com “office w•••••• c••••••.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c••••••.com | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
| Website title | Our Company | C•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.com | Fact |
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