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Carter-Haston

Evidence PackPROIndependent
Real Estate
AUM
$424M
Ownership
independent
Stakeability
39 / VERY LOW
Priority
Tier
Employees
6

Carter-Haston is an independent private equity firm focused on real estate investments.

SEC RegisteredTeam Data

Coverage

17%

Adaptive profile: minimal

Signals present
2/12
SEC / ADVFund Performance(0)BDC Exposure(0)13F Holders(0)Team(7)ILS Deals(0)Regulatory(0)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

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Data Freshness

Recent Changes

Stakeability Breakdown

39 / 100
Fund PerformanceAUM growth and fundraising track record
48
Team StabilityLeadership continuity and key person risk
19
Market PositionBrand strength and competitive positioning
39
Succession ReadinessNext-gen leadership and governance structure
60
Transaction FeasibilityLikelihood of a stake transaction
29
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CRD Number
165442
SEC File Number
801-107656
Registration Type
Registered
Filing Date
Jul 1, 2025
Employee Count
N/A
Discretionary AUM
$320.5M
Private Funds
2
PE Funds
N/A
VC Funds
N/A
RE Funds
2
Hedge Funds
N/A
Gross Assets (Private)
$29.1M
Source: SEC IAPD

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No GP stakes deals recorded

This GP has not sold a minority stake, making it a potential target.

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