Form D · Residential
Carter-Haston Investment Partners II, L.P.
Nashville, TN · CIK 0001540318
Offering snapshot reported Jan 24, 2012 · SEC filing
- Reported sold
- $7.48M Offering amount: $50M
- Investors reported
- 55 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Jan 24, 2012 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jan 24, 2012 | Initial | $7,475,000 | No comparison | 55 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-172381
Amount raised reflects the initial closing on the sale of securities offered to prospective investors in California, Colorado, Florida, Georgia, Tennessee and Wyoming. The offeror anticipates holding additional closings.
Source: Form D, filed Jan 24, 2012. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
CARTER-HASTON INVESTMENT PARTNERS II, L.P.
Investment adviser: CARTER-HASTON INVESTMENT PARTNERS II GP, LLC
- Gross asset value
- $4.26M
- Beneficial owners
- 90
- ADV minimum commitment
- $100K
Reported in Form ADV on Mar 22, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LBMC, P.C.
PCAOB 450
Filing source
Form ADV 1627532 · Mar 22, 2022 · Schedule D 7.B.(1), fund 805-6430839098
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| L. Marc Carter | Director, Executive, Promoter |
| Michael A. Fielder | Director, Executive, Promoter |
| C. Harris Haston | Director, Executive, Promoter |
Issuer details
Industry: Residential (See others in industry)
Address:Nashville, TN, 37203