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CARTER-HASTON INVESTMENT PARTNERS II GP, LLC

NASHVILLE, TN · CRD 165442 · IAPD ↗ · carterhaston.com · 615-279-9200

$367.2MRegulatory AUM
10Advisory reps
12Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2024 — CARTER-HASTON INVESTMENT PARTNERS II GP, LLC reported RAUM down 40% ($467.5M -> $280.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.