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| Carter-Haston Investment Partners II GP LLC
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|---|---|
| CRD # | 165442 |
| SEC # | 801-107656 |
| CIK # | |
| AUM | 367.2 M (2026-03-17) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 615-279-9200 |
| Address | 1005 17th Avenue South Nashville, TN 37212 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Carter-Haston Mfvfv Co-Investment Fund LP | [2023-03-31] | 23.7 M | |
| Filed 2021-12-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $300,000 · Net Assets Decline to Disclose | ||||
| RE | Carter-Haston Multifamily Value Fund V Master Sub LP | [2022-03-22] | 219.4 M | |
| Filed 2021-12-01 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Chips Fund III LLC | [2019-03-22] | 25.7 M | 27.7 M |
| Offered $150,000,000 · Filed 2014-11-17 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $200,000 · Remaining $124,270,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Chips Special Opportunity Fund LP | [2019-03-22] | 63.2 M | 7.0 M |
| Offered $65,000,000 · Filed 2018-06-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $1,810,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Carter-Haston Investment Partners II LP | [2018-03-22] | 7.5 M | 4.3 M |
| Offered $50,000,000 · Filed 2012-01-24 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $50,000 · Remaining $42,525,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Carter-Haston Investment Partners LP | [2018-03-22] | 11.0 M | 2.1 M |
| Offered $75,000,000 · Filed 2009-05-08 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining $63,975,000 · Duration One year or less · Finder's Fee $220,500 · Net Assets Decline to Disclose | ||||
| RE | Carter-Haston Investment Partners III QP LP | 2016-03-31 | 42.5 M | |
| RE | Carter-Haston Investment Partners II LP | [2012-11-15] | 7.5 M | 13.2 M |
| Offered $50,000,000 · Filed 2012-01-24 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $50,000 · Remaining $42,525,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Carter-Haston Investment Partners II QP LP | [2012-11-15] | 8.0 M | 9.9 M |
| Offered $50,000,000 · Filed 2012-01-26 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $500,000 · Remaining $42,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 10 | 367.2 |
| (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 | 10 | 367.2 |
| By Discretionary | ||
| Discretionary | 10 | 367.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 367.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.2 | |
| Total | 10 | 367.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Carter | Executive Officer | 405 | 5 | |
| Carter-Haston Investment Partners V GP LLC | Executive Officer | 8 | 2 | |
| C Haston | Executive Officer | 6 | 2 | |
| L Carter | Executive Officer | 6 | 2 | |
| Michael Fielder | Executive Officer | 5 | 2 | |
| Adam Landa | Promoter | 5 | 2 | |
| Charles Byrge II | Promoter | 3 | 2 | |
| Amanda Speed | Executive Officer | 2 | 2 | |
| Carter-Haston Investment Partner V GP LLC | Executive Officer | 2 | 2 | |
| James Shanks | Executive Officer | 2 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
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