Carter-Haston Investment Partners II Gp, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 165442
- Registered since
- April 4, 2016
- Website
- www.carterhaston.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Debra Lynch
Chief Compliance OfficerCRD 4636647
Contacts
3 of 6
Michael Fielder
PartnerCRD 6127236

Cauley Haston
PrincipalCRD 1253747

Lance Carter
PrincipalCRD 1299512
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 1005 17th Ave S
- Time zone
- CT (UTC-6)
- Office locations
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