# Carter-Haston Investment Partners II GP, LLC

> Carter-Haston Investment Partners II GP, LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 165442
- Filed as: CARTER-HASTON INVESTMENT PARTNERS II GP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165442
- AdvisorCensus page: https://advisorcensus.com/firm/carter-haston-investment-partners-ii-gp-llc-nashville-tn-165442

## Quick answers

**How is Carter-Haston Investment Partners II GP, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Carter-Haston Investment Partners II GP, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Carter-Haston Investment Partners II GP, LLC located?**
Carter-Haston Investment Partners II GP, LLC's principal office is in Nashville, TN, according to its Form ADV.

**Is Carter-Haston Investment Partners II GP, LLC registered with the SEC or a state?**
Carter-Haston Investment Partners II GP, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 165442.

**How much does Carter-Haston Investment Partners II GP, LLC manage?**
Carter-Haston Investment Partners II GP, LLC reports $367,229,960 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Carter-Haston Investment Partners II GP, LLC's assets and staff changed since 2021?**
In the Form ADV data for Carter-Haston Investment Partners II GP, LLC: Regulatory assets under management: $114,791,816 in the October 2021 data and $367,229,960 in the October 2026 data, up 220%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Carter-Haston Investment Partners II GP, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Carter-Haston Investment Partners II GP, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165442

**What changed in Carter-Haston Investment Partners II GP, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $320,455,212 to $367,229,960 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $367,229,960
- Discretionary: $367,229,960
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $367,229,960 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 12 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- carterhaston.com
- LinkedIn @carter---haston-real-estate

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $114,791,816 | 10 | March 26, 2021 |
| October 2022 | $390,601,981 | 10 | March 22, 2022 |
| October 2023 | $467,452,473 | 11 | August 21, 2023 |
| October 2024 | $280,637,766 | 11 | March 31, 2024 |
| October 2025 | $320,455,212 | 10 | July 1, 2025 |
| October 2026 | $367,229,960 | 12 | March 17, 2026 |

Regulatory assets under management: $114,791,816 in the October 2021 data and $367,229,960 in the October 2026 data, up 220%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $320,455,212 to $367,229,960 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carter-Haston Investment Partners II GP, LLC (CRD 165442): Form ADV filing data as of October 2026.