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Member-Manager · Carter-Haston Investment Partners II GP, LLC

Lance M. Carter

CRD 1299512 · Named on Form ADV at one SEC-registered adviser

At a glance

Carter-Haston Investment Partners II GP, LLC, an SEC-registered private fund adviser based in Nashville, TN with $367 million in regulatory assets, lists Lance M. Carter on its Form ADV as Member-Manager, a control person.

Firms and roles

AtlasMembers

Lance’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Cauley H. HastonMember-Manager, Carter-Haston Investment Partners II GP, LLC
  • Amanda V SpeedMember-Manager, Carter-Haston Investment Partners II GP, LLC
  • Michael FielderMember-Manager, Carter-Haston Investment Partners II GP, LLC
  • John T CarterMember-Manager, Carter-Haston Investment Partners II GP, LLC
  • James A ShanksMember-Manager, Carter-Haston Investment Partners II GP, LLC

1 more person named with Lance on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lance’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.