Feb. 5—ROCHESTER — An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and ...

ROCHESTER — An Ohio financial firm with $22.6 billion under management is buying Northfield-based Carlson Capital Management, including its Rochester office. Sequoia Financial Group and Carlson ...

This story originally ran on Financial Advisor IQ sister publication FundFire. Wealth manager Sequoia Financial has struck a deal to acquire Carlson Capital Management, which oversees $3.8 billion.

Carlson Capital Management’s holdings in Microsoft were worth $8,438,000 as of its most recent SEC filing. Several other large investors have also recently bought and sold shares of MSFT.

Carlson Capital Management grew its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 20.5% in the third quarter, according to its most recent disclosure with the SEC.The fund owned ...

(Bloomberg) -- Sequoia ... under management have reached a total of $56 billion, according to a separate regulatory filing from January, placing it among the largest venture capital firms.

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Sequoia Capital’s evergreen fund has grown to $19.6 billion, according to a US Securities and Exchange Commission filing, a signal that the prestigious firm continues to grow despite a venture ...

This recent M&A activity includes the bids for Insignia from private equity firms Bain Capital and CC Capital and the sale ... Crole told Money Management: “Sequoia management is continuing to build ...

Proper management of working capital is essential to a company’s fundamental financial health and operational success as a business. A hallmark of good business management is the ability to ...