![Steven Carlson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steven Carlson
Chairman at
ROADZEN, INC.
Net worth: 3 M $ as of 2026-05-30
Profile
Steven J.
Carlson was the founder of Provident Group Ltd., founded in 1998, where the title held was Chairman & Chief Executive Officer from 1998 to 2010.
Mr. Carlson is the founder of Pi Capital International LLC, founded in 2016, holding the title of Managing Partner since 2016.
Current jobs include Chairman at Roadzen, Inc. since 2023; Co-Chairman at Magellan Global, Inc. since 2016; Chairman at Marco Polo Securities, Inc. since 2017; Director at South Street Securities LLC; and Independent Director at AtlasClear Holdings, Inc. starting in 2025.
Former jobs include Chief Executive Officer at StoneX Financial, Inc. from 2013 to 2016; Managing Director at Lehman Brothers, Inc. from 1986 to 1998; Independent Director at Quantum Fintech Acquisition Corp.
from 2021 to 2024; Independent Director at AtlasClear Holdings, Inc. in 2024; and Senior Financial Analyst at Federal National Mortgage Association in 1985.
Education includes an undergraduate degree from the University of Maryland conferred in 1982 and graduate studies at Harvard Kennedy School of Government.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
ROADZEN, INC. 1.61% | 2026-03-01 | 1,355,942 ( 1.61% ) | 3 M $ | 2026-05-30 |
| 2026-04-26 | 0 ( -.--% ) | - $ | 2026-05-30 |
Steven Carlson active positions
| Companies | Position | Start |
|---|---|---|
| ROADZEN, INC. | Chairman | 2023-09-19 |
| ATLASCLEAR HOLDINGS, INC. | Director/Board Member | 2025-09-23 |
South Street Securities LLC
 South Street Securities LLC Investment Banks/BrokersFinance Provides repo cash investment and repo security financing services | Director/Board Member | - |
Pi Capital International LLC
 Pi Capital International LLC Investment ManagersFinance Provides investment advice | Founder | 2015-12-31 |
Marco Polo Securities, Inc.
 Marco Polo Securities, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as global agency broker in emerging markets | Chairman | 2017-05-31 |
Former positions of Steven Carlson
| Companies | Position | End |
|---|---|---|
| ATLASCLEAR HOLDINGS, INC. | Director/Board Member | 2024-08-27 |
Quantum Fintech Acquisition Corp.
 Quantum Fintech Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Director/Board Member | 2024-01-31 |
StoneX Financial, Inc.
 StoneX Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Chief Executive Officer | 2015-12-31 |
Provident Group Ltd.
 Provident Group Ltd. Investment Banks/BrokersFinance Provides investmet banking and advisory services | Chief Executive Officer | 2009-12-31 |
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Training of Steven Carlson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
98
1st degree connections
12
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Federal National Mortgage Association
 Federal National Mortgage Association Finance/Rental/LeasingFinance Provides single and multi family residential mortgage financing services | Finance |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
South Street Securities LLC
South Street Securities LLC Investment Banks/BrokersFinance Provides repo cash investment and repo security financing services | Finance |
Marco Polo Securities, Inc.
Marco Polo Securities, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as global agency broker in emerging markets | Commercial Services |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Provident Group Ltd.
Provident Group Ltd. Investment Banks/BrokersFinance Provides investmet banking and advisory services | Finance |
StoneX Financial, Inc.
StoneX Financial, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Harvard Kennedy School of Government
 Harvard Kennedy School of Government Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pi Capital International LLC
Pi Capital International LLC Investment ManagersFinance Provides investment advice | Finance |
Quantum Fintech Acquisition Corp.
Quantum Fintech Acquisition Corp. Financial ConglomeratesFinance Operates as a blank check company | Finance |
Roadzen, Inc.
 Roadzen, Inc. Packaged SoftwareTechnology Services Develops insurance, roadside assistance and claims management software | Technology Services |
AtlasClear Holdings, Inc.
 AtlasClear Holdings, Inc. Packaged SoftwareTechnology Services Provides banking and clearing services | Technology Services |
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