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Director · Carson Management Company, LLC

Catherine B. Carson Cavender

CRD 7877295 · Named on Form ADV at one SEC-registered adviser

At a glance

Carson Management Company, LLC, an SEC-registered private fund adviser based in Dallas, TX with $475 million in regulatory assets, lists Catherine B. Carson Cavender on its Form ADV as Director, a control person.

Firms and roles

AtlasMembers

Catherine’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Royal W. CarsonCo-Ceo/chairman/managing Member, Carson Management Company, LLC
  • Gregory T. GianniniChief Compliance Officer/chief Financial Officer/secretary/treasurer, Carson Management Company, LLC
  • Royal C. CarsonPresident, Co-Ceo, Carson Management Company, LLC
  • Monica M. AughtryAssistant Secretary, Managing Director, Analysis and Investor Relations, Carson Management Company, LLC
  • Katherine R. SmithDirector, Finance and Accounting, Carson Management Company, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Catherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.