Form D · Pooled Investment Fund

Carter-Haston Investment Partners, L.P.

Nashville, TN · CIK 0001462344

Offering snapshot reported May 8, 2009 · SEC filing

Reported sold
$11M
Offering amount: $75M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 8, 2009Amendment$11,025,000No comparisonNot reportedSEC filing
Apr 24, 2009Initial$10,025,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-130483

Source: Form D, filed May 8, 2009. 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, L.P.

Investment adviser: CARTER-HASTON INVESTMENT PARTNERS II GP, LLC

Gross asset value
$2.09M
Beneficial owners
37
ADV minimum commitment
$100K

Reported in Form ADV on Mar 22, 2019. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor LBMC, P.C. BRENTWOOD, Tennessee, United States
Custodian PINNACLE FINANCIAL PARTNERS NASHVILLE, Tennessee, United States Related to adviser: No
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 1284716 · Mar 22, 2019 · Schedule D 7.B.(1), fund 805-5901055829

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.

People and organizations reported in Form D filings
NameReported role
Charles W. Byrge Ii Promoter
L. Marc Carter Director, Executive, Promoter
Michael A. Fielder Executive, Promoter
C. Harris Haston Director, Executive, Promoter
Adam A. Landa Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
3301 West End Avenue Suite 300
Nashville, TN, 37203