CARTER-HASTON INVESTMENT PARTNERS II GP, LLC

Overview

Carter-Haston Investment Partners II Gp, LLC is a small, institution-focused manager that operates as sponsor and general partner of pooled real estate vehicles. The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it functions as the managing member and GP of the funds it advises and charges both a percentage-of-AUM fee and performance-based fees. Its client base is institutional, and its regulatory profile shows SEC registration in 2016. Carter-Haston does not position itself as an ESG-focused or multi-state adviser and is not engaged in pension consulting. Investment activity is concentrated within real estate strategies. The firm acts both as an allocator to third-party real estate managers and as a direct sponsor/GP of its own private real estate funds, which indicates a hybrid model of sourcing and operating real estate investments as well as outsourcing certain capabilities when appropriate.

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