Carter-Haston Investment Partners Ii Gp, LLC
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Learn more about Carter-Haston Investment Partners Ii Gp, LLC
Overview
Carter-Haston Investment Partners Ii Gp, LLC operates as a financial advisor firm that has its headquarters in Nashville, Tennessee. The firm handles $467.5 million in total assets over seven client accounts, making it one of the bigger firms in the United States by assets under management (AUM). It has a small team, including 9 financial advisors. Carter-Haston Investment Partners Ii Gp, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as equities, bonds and options.
Carter-Haston Investment Partners Ii Gp, LLC administers all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell choices for the client's account without requiring client permission. Carter-Haston Investment Partners Ii Gp, LLC's typical account size is $66.8 million. The average advisor at Carter-Haston Investment Partners Ii Gp, LLC oversees fewer than one client account, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is located at 3301 West End Avenue, Nashville, Tennessee 37203. Carter-Haston Investment Partners Ii Gp, LLC is registered to serve clients in the state of Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Carter-Haston Investment Partners Ii Gp, LLC by the Numbers
$467.5 million
11
7
$66.8 million
Fee Structure
Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees charged by Carter-Haston Investment Partners Ii Gp, LLC can consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its seven customers, Carter-Haston Investment Partners Ii Gp, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Carter-Haston Investment Partners Ii Gp, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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