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Carter-Haston Investment Partners II GP, LLC

● SEC registered since 2016CRD 165442SEC# 801-107656Nashville, TN
Export (members)
Ranks #4,309 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$367.2M
Fund GAV
$30.8M
Private funds
2
Employees
12
Accounts
10
Location
Nashville, TN

Carter-Haston Investment Partners II GP, LLC assets under management

Carter-Haston Investment Partners II GP, LLC operates as an SEC-registered investment adviser based in Nashville, TN. The firm has been registered since 2016. It reports $367.2 million in regulatory assets under management and employs 12 people. Carter-Haston Investment Partners II GP, LLC manages 2 private funds with combined gross assets of $30.8 million, including Carter-Haston Mfvfv Co-Investment Fund, L.P. By regulatory assets, it ranks 4,309 of 6,004 private fund managers.

Carter-Haston Investment Partners II GP, LLC private funds

2 funds · $30.8M GAV
FundTypeGross assetsMin.
Carter-Haston Mfvfv Co-Investment Fund, L.P.Real Estate$23.7M$250K
Chips Special Opportunity Fund, L.P.Real Estate$7M$250K

Carter-Haston Investment Partners II GP, LLC owners & executives

7 reported
NameTitleOwnershipSince
Amanda V Speed ControlMember-Manager10-25%2011
Cauley Harris Haston ControlMember-Manager10-25%2011
Debra Bellantoni LynchChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Carter-Haston Investment Partners II GP, LLC manage?

Carter-Haston Investment Partners II GP, LLC reports $367.2 million in regulatory assets under management on its Form ADV.

How many private funds does Carter-Haston Investment Partners II GP, LLC manage?

Carter-Haston Investment Partners II GP, LLC manages 2 private funds with combined gross assets of $30.8 million.

How many employees does Carter-Haston Investment Partners II GP, LLC have?

Carter-Haston Investment Partners II GP, LLC reports 12 employees.

Where is Carter-Haston Investment Partners II GP, LLC located?

Carter-Haston Investment Partners II GP, LLC is based in Nashville, TN and has been SEC-registered since 2016.

Does Carter-Haston Investment Partners II GP, LLC disclose fund performance?

Carter-Haston Investment Partners II GP, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1005 17th Avenue South, Suite 700, Nashville, TN 37212
Phone615-279-9200
Office hours8:00 a.m. - 5:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$367.2M▲ 15%
Mar '25 — $320.5MApr '25 — $320.5MMay '25 — $320.5MJun '25 — $320.5MJul '25 — $320.5MAug '25 — $320.5MSep '25 — $320.5MOct '25 — $320.5MNov '25 — $320.5MDec '25 — $320.5MJan '26 — $320.5MFeb '26 — $320.5MMar '26 — $367.2MApr '26 — $367.2MMay '26 — $367.2MJun '26 — $367.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
AUM vs fund managersTop 72%
Larger than 28% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$367.2Mregulatory AUM
Discretionary $367.2M

Service providers

Auditor
Administrator