Investment adviser · CRD 316884

CARROLL INVESTMENTS, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Oct 20, 2023

Regulatory AUM
$563M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
10
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$563,054,095100.0%
Filing source

Form ADV 1790701 · Oct 20, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CARROLL MULTIFAMILY VENTURE VII, LPReal Estate Fund · Last reported Oct 20, 2023$563MGross asset value

Form D fundraising filings

Carroll Multifamily Venture VII, LP

Auditor GRANT THORNTON CHARLOTTE, North Carolina, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

GRANT THORNTON
PCAOB 248

Fund details & source
Fund ID
805-8532298595
Reported beneficial owners
24
Minimum commitment
$1M
Form D file number
021-427630

Form ADV 1790701 · Oct 20, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Oct 20, 2023. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Not reported in these imported fields

Principal office

3340 PEACHTREE ROAD NE, SUITE 2250
ATLANTA, GA, 30326, United States

CRD 316884

Filing source

Form ADV 1790701 · Oct 20, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.