Carroll Investments LLC

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Assets, Funds, Holdings

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Carroll Investments LLC
CRD #316884
SEC #801-122989
CIK #
AUM
Employees 10 (100% Investors, 0% Brokers)
Phone404-812-8270
Address3340 Peachtree Road NE
Atlanta, GA 30326
Source [IAPD] [Website] [LinkedIn] [Instagram]
Total AUM ($M)
60048036024012002009201420192025
Type Form D Funds Date Sold ($M) AUM ($M)
RE Carroll Multifamily Venture VII LP [2022-03-30] 112.5 563.1
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 563.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 563.1
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1 563.1
Total 1 563.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 563.1
Total 1 563.1
Form D Directors Role # Filings # Firms 2011 - 2026
Patrick Carroll 19 3
Josh Champion 12 2
Carroll Multifamily Holdings VII LLC 1 1
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