Family office profile

C•••••• F••••• O•••••

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••• LockedFamily investment companyidentity confidence 70%Top 500 by research priorityc••••••.com

Why this class: C•••••• of Minnetonka is a third-generation closely held family enterprise whose C•••••• Private Capital Partners invests family capital..

Verified Sep 13, 2026 (9 days ago)
Last observed Sep 22, 2026 · 47 observations · 4 sources
15 people · 19 investments · 0 public positions · 24 events
Direct investing
85
high
Private markets
60
high
Co-investment
100
high

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.

Overview
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Profile completeness 69% (high value, high value deep; the most valuable missing fact is fund relationships)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
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.
Classification history
  • 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 origin
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Family served
C•••••• family (descendants of C••• C••••••: N••••• and G••• branches)
Source of wealth
••• Locked
Operating company origin
unknown
Team
15 peopleshow
PersonTitleResponsibilityBusiness contactSource
D•••• L• N••••• familyBoard member; Co-Chair C•••••• Holdings; Board Chair 2013 to 2019Board · investment decisionsnone on record
L•••• M• B•••Independent director, Audit Committee ChairBoard · investment decisionsnone on record
M•••••• T••• S••••••Independent director; Chair, Nominating and Governance CommitteeBoard · investment decisionsnone on record
R•••••• ••••• C• G••• familyBoard member; former Chair (two terms); Co-Chair C•••••• HoldingsBoard · investment decisionsnone on record
S•••• C• G••• familyNon-Executive Chair, C••••••, Inc. (from 2025-08-08)Family principal · investment decisionsnone on record
W•••• M• N••••• familyLeadership roles at C••••••, CPC and C•••••• Holdings; Trustee, C•••••• Family FoundationFamily principal · investment decisions
email: w••••••@c••••••.com (verified by provider, Sep 15, 2026)
L••• B•••••••Operating PartnerOperations and finance · investment decisionsnone on record
S•••• A•••••••Head of Industry Executive CouncilOther · investment decisionsnone on record
A••• L••••••••Senior Vice PresidentPrivate equity · investment decisions
email: alibertini@carlsonprivatecapital.com (published by the subject)
A••• C•••••••CEO and Managing Partner, C•••••• Private Capital PartnersPrivate equity · investment decisions
email: acantwell@carlsonprivatecapital.com (published by the subject)
phone: 763.762.2280 (published by the subject)
E••• G•••••PrincipalPrivate equity · investment decisions
email: egergen@carlsonprivatecapital.com (published by the subject)
J•••• B••••Managing DirectorPrivate equity · investment decisions
email: jbrown@carlsonprivatecapital.com (published by the subject)
L•••••• M•••Vice PresidentPrivate equity · investment decisionsnone on record
L•••• B•••Vice PresidentPrivate equity · investment decisionsnone on record
T••••• M••••Partner, C•••••• Private Capital PartnersPrivate equity · investment decisions
email: tmoore@carlsonprivatecapital.com (published by the subject)
Office contact points
W••••••: c••••••.com (published by the subject) c••••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
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
Observed (from the investment record)
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
Inferred (regulatory shape and team)
Private equity team
7 Inference
named 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 investments
19 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Feb 11, 2026A••• T•••••••••Co investmentPhysical security, access controlparticipantunknownS•••• R••• P••••••• (co investor), B•••••••• P••••••• (co investor)
••• Locked
Jan 1, 2026O••••• N••••••••• d••••••• o• O••••• I••••••••• ••••••• D••••• a••••••AcquisitionCryogenics instrumentationlead · majorityunknownnone named
••• Locked
Oct 11, 2024Q•••••• D••••• I•••••••••Direct investmentScientific instrumentationleadunknownnone named
••• Locked
Mar 1, 2024E•• S••••••••• ••••••••• a••••••AcquisitionResort apparellead · majorityunknownnone named
••• Locked
Oct 9, 2023L•••••••••Direct investmentunknownunknownunknownnone named
••• Locked
Oct 1, 2023D••••••• C••••••••• S••••••• ••••••••• a••••••AcquisitionBroadband engineering and designleadunknownnone named
••• Locked
Jun 1, 2023S••••••• T•••••• S••••••• •••••• S•••• a••••••AcquisitionPortable traffic control deviceslead · majorityunknownnone named
••• Locked
Nov 30, 2022T••••• S••••••Direct investmentAutomation control systems integration (data center, life sciences)leadunknownnone named
••• Locked
Nov 1, 2022C•••••• C••••••• ••••••••• a••••••AcquisitionResort apparellead · majorityunknownnone named
••• Locked
Nov 1, 2020Y••••••••• S••••••••• ••••••••• a••••••AcquisitionResort apparellead · majorityunknownnone named
••• Locked
Sep 1, 2020E••••••• D••••• a•• T••••• S••• ••••••• a•••••••AcquisitionD••••• agency; skincare brandunknownunknownnone named
••• Locked
Sep 1, 2020E•••• F•• S••• a••••• ••••••••• a••••••AcquisitionFan apparel e-commercelead · majorityunknownnone named
••• Locked
Aug 1, 2020Z••••• H••••••• ••••••••• a••••••AcquisitionCollegiate headwearlead · majorityunknownnone named
••• Locked
Dec 23, 2019L••••••••• • B••• 8•Direct investmentResort and collegiate apparelleadunknownnone named
••• Locked
n/aM•••••••••Direct investmentBroadband infrastructure distribution and servicesleadunknownnone named
••• Locked
n/aP••••••GrowthE-commerce marketplace platformparticipant · minorityunknownK•• G••••• (co investor), A•••• A••••••• (co investor), D••••••••• C•••••• M••••••••• (co investor)
••• Locked
n/aS••••• S••••Direct investmentWork zone traffic safety equipment and technologylead · majorityunknownnone named
••• Locked
n/aA••••• ••••••••• a••••••AcquisitionResort apparel and accessorieslead · majorityunknownnone named
••• Locked
n/aL••••••• S•••••••• G•••• ••••••••• • S••••••••AcquisitionSpecialty fastener master distributionleadunknownnone named
••• Locked
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
5show
CounterpartyKindShared dealsFirst, lastExamplesSource
S•••• R••• P•••••••organisation1Feb 11, 2026A••• T•••••••••prnewswire.com
B•••••••• P•••••••organisation1Feb 11, 2026A••• T•••••••••prnewswire.com
D••••••••• C•••••• M•••••••••family office1undated (historical)P••••••carlsonprivatecapital.com
K•• G•••••organisation1undated (historical)P••••••carlsonprivatecapital.com
A•••• A•••••••organisation1undated (historical)P••••••carlsonprivatecapital.com
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Signals and timeline
24show

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 evidence
47show

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
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (6)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
+75 d•••• p•••••• i••••••••• i• l••• 2• m••••• (••• Locked)
+25 a• d•••• p•••••• i••••••••• i• l••• 1• m••••• (2026-02-11)
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($571,302,974)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+10 d••••••• i• l••• 2• m•••••
+0 r••• (15)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
+10 c•••• s••• s••••• ($20,000,000 to $100,000,000)
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
+20 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
+60 p•••••• m•••••• i••••••••• o•••••••
Current activity confidence
+50 d•••• p•••••• i••••••••• i• 2• m•••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (19 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Check size (high)$100 million equity
Equity capital investment target $20-100 million
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Check size (low)$20 million equity
Equity capital investment target $20-100 million
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Co invest behavior••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Control preference••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Description••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••.comFact
Description••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Description••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Enterprise value (high)••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Family generationThird generation of closely-held family ownership
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••.comFact
Family involvement••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••.comFact
Family served••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Formation year••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••.comFact
Foundation ico signalT•• C••••• L• C•••••• F••••• F•••••••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Geographic mandateUS and Canada
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Headquarters••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Investment committee••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••.comFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) c••••••.comFact
Invests directly••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Legal entity••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••.comFact
Legal entityC•••••• Family Trust Company
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••.comFact
Liquidity event••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Liquidity event••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
News readnews-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c••••••.comFact
Office type (stated)family_investment_company
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••.comFact
Operating model inhouse••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Philanthropy program••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Real estate strategy••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c••••••.comFact
Sectors••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
Sponsor behavior••• Locked
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) carlsonprivatecapital.comFact
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