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NC

Nancy Carlson

Partner at Carlson Capital L P

Dallas, TX , United States

About

Nancy Carlson is a Partner at Carlson Capital, LP, a Dallas-based hedge fund established in 1993, where she has served in a leadership capacity since the firm's inception. In her role, she participates in the strategic management and overall governance of the firm's investment activities, which encompass discretionary investment strategies across multiple public and private asset classes, with significant allocations in equities, credit, and event-driven strategies.

Prior to joining Carlson Capital, Nancy Carlson obtained a B.A. from Rice University and a J.D. from The University of Texas School of Law, equipping her with a robust foundation in legal and analytical skills useful for complex investment oversight. She holds a TX Bar license (inactive), further reflecting her professional breadth. While her day-to-day investment focus at Carlson Capital is not detailed in public sources, the firm traditionally maintains large positions in sectors including technology, financial services, real estate, and energy, as reflected in recent 13F filings.

Nancy Carlson is also distinguished by her extensive philanthropic engagement, serving on the boards of notable organizations such as Rice University, the Dallas Museum of Art, and the Dallas Theater Center, and actively contributing to the wider Dallas community. Her leadership in both investment and civic circles makes her a respected figure in Texas's financial and cultural sectors.

Career History

OrganizationRoleDate RangeDetails
Carlson Capital, LPPartnerUnknown to Present

Skills & Expertise

Microsoft Excel
Customer Service
Budgets
Event Planning
Mergers and Acquisitions
Corporate Governance
Appeals
Legal Research

Others at Carlson Capital L P (9)

NameRoleLocation
C
Chip Fortson
Portfolio ManagerGreenwich, CT , United States
J
Jaril Harsy
TraderSouthlake, TX , United States
M
Morgan Slade
Portfolio ManagerFort Worth, TX , United States
R
Ronald Buesinger
Portfolio ManagerFairfield, CT , United States
A
Andrew Walker
Senior Equity TraderSouthlake, TX , United States
David Fandrich
David Fandrich
Portfolio ManagerDallas, TX , United States
D
David Lloyd
Portfolio ManagerNew York, NY , United States
Jesse Ho
Jesse Ho
Portfolio ManagerNew York, NY , United States
M
Muhammad Ahmed R.
Equity AnalystHouston, TX , United States

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