Carter-haston Investment Partners Ii Gp, LLC

Carter-Haston Investment Partners II GP, L.L.C. is an investment adviser specializing in real estate-related securities. Established in 2011, the firm is owned by key individuals within the Carter-Haston family of companies. They primarily focus on multi-family real estate properties in various U.S. states and markets, with investment strategies categorized as "value-add" or "opportunistic." The firm manages discretionary assets totaling approximately $320 million as of December 31, 2024. Clients, limited to sophisticated investors meeting accredited investor standards, invest in Affiliated Funds with fees typically based on capital commitments or invested capital percentages. The Investment Manager does not participate in wrap-fee programs and does not manage separate investor accounts. Investment strategies involve risks common in real estate investing, such as market changes, competition, and property renovation challenges. The firm has a Code of Ethics, ensuring professional conduct and managing conflicts of interest. Affiliates provide property management and financial services, with no compensation for client referrals. The Investment Manager may have custody of client assets and exercises investment discretion over real estate-related securities. Clients receive annual financial statements and the firm has no financial commitments affecting client obligations.