CARTER-HASTON INVESTMENT PARTNERS II GP, LLC

1005 17th Avenue South
Suite 700
Nashville, Tennessee 37212
Tel: 615-279-9200

About CARTER-HASTON INVESTMENT PARTNERS II GP, LLC

CARTER-HASTON INVESTMENT PARTNERS II GP, LLC, formally registered with the SEC as CARTER-HASTON INVESTMENT PARTNERS II GP, LLC. The firm was established in 04/04/2016. They have over 1 offices throughout the country.

CARTER-HASTON INVESTMENT PARTNERS II GP, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $280,637,766 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165442
SEC#	801-107656
Assets Managed by Firm	$280,637,766
No. of Clients	12
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$280,637,766

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