CARTER-HASTON INVESTMENT PARTNERS II GP, LLC
CRD #165442 SEC #801-107656 NASHVILLE, TN 615-279-9200
SEC Registered Private Funds
Total AUM
$320.5M
Discretionary
$320.5M
Employees
10
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $320.5M | $320.5M | $0 | 10 | 0 |
| May 2025 | $320.5M | $320.5M | $0 | 10 | 0 |
| Mar 2025 | $320.5M | $320.5M | $0 | 10 | 0 |
| Mar 2024 | $280.6M | $280.6M | $0 | 11 | 0 |
| Aug 2023 | $467.5M | $467.5M | $0 | 11 | 0 |
| Mar 2023 | $467.5M | $467.5M | $0 | 11 | 0 |
| Mar 2022 | $390.6M | $390.6M | $0 | 10 | 0 |
| Mar 2021 | $114.8M | $114.8M | $0 | 10 | 0 |
| Mar 2020 | $128.5M | $128.5M | $0 | 9 | 0 |
| Mar 2019 | $146M | $146M | $0 | 7 | 0 |
| Mar 2018 | $98.4M | $98.4M | $0 | 7 | 0 |
| Mar 2017 | $105.9M | $105.9M | $0 | 0 | 1 |
| Apr 2016 | $83.4M | $37.4M | $46M | 0 | 1 |
| Mar 2016 | $83.4M | $37.4M | $46M | 0 | 1 |
DateJul 2025
Total AUM$320.5M
Discretionary$320.5M
Non-Disc.$0
Employees10
Clients0
DateMay 2025
Total AUM$320.5M
Discretionary$320.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$320.5M
Discretionary$320.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees11
Clients0
DateAug 2023
Total AUM$467.5M
Discretionary$467.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$467.5M
Discretionary$467.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$390.6M
Discretionary$390.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$114.8M
Discretionary$114.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$128.5M
Discretionary$128.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees0
Clients1
DateApr 2016
Total AUM$83.4M
Discretionary$37.4M
Non-Disc.$46M
Employees0
Clients1
DateMar 2016
Total AUM$83.4M
Discretionary$37.4M
Non-Disc.$46M
Employees0
Clients1