Form D · Other Investment Fund
Carter-Haston MFVFV Co-Investment Fund, L.P.
Nashville, TN · CIK 0001872319
Offering snapshot reported Dec 3, 2021 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Yet to occur 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 |
|---|---|---|---|---|---|
| Dec 3, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Aug 30, 2021 | Initial | Yet to sell | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $300K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-411603
Amounts payable are dependent on amounts contributed.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Shelter Rock Capital Group LLC | 156758 |
Source: Form D, filed Dec 3, 2021. 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 MFVFV CO-INVESTMENT FUND, L.P.
Investment adviser: CARTER-HASTON INVESTMENT PARTNERS II GP, LLC
- Gross asset value
- $23.7M
- Beneficial owners
- 14
- ADV minimum commitment
- $250K
Reported in Form ADV on Mar 17, 2026. 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
- Yes
- External marketing
- Yes
LBMC, P.C.
PCAOB 450
SHELTER ROCK CAPITAL GROUP LLC
CRD 156753 · SEC 8-68818
Filing source
Form ADV 2063378 · Mar 17, 2026 · Schedule D 7.B.(1), fund 805-9202923335
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 |
|---|---|
| Carter Haston Investment Partners V Gp, Llc | Executive |
| Carter Haston Investment Partner V Gp, Llc | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Nashville, TN, 37203