Carter-Haston Investment Partners II GP, LLC

Fee-Only (% of Portfolio)

Carter-Haston Investment Partners II GP, L.L.C. advises collective investment funds (Affiliated Funds) on real estate-related securities. Carter-Haston's strategies generally involve investing in multi-family real estate properties located in the Southeast, Southwest, and Midwest U.S. The firm's investment recommendations are typically characterized as "value-add" or "opportunistic."

Assets Under Management$320M
Clients9
AdvisorsN/A
Avg. per Client$36M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Carter-Haston's fees for managing investments for Affiliated Funds are a percentage of either the investor's capital commitment or the value of the fund's assets. The percentage is generally 1.5% per year, but may be higher or lower. These fees are typically paid quarterly or monthly, either in advance or after the fact.

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Carter-Haston Investment Partners II GP, LLC | TrueAdvisor