Carter, Terry & Company

Carter, Terry & Company

Carter, Terry & Company was founded in 1995 by William P. Carter and H. Allen Terry, two Atlanta-based investors with backgrounds in corporate finance and real estate. The firm operates as a private investment manager, not a family office, though its client base has historically included institutional and high-net-worth investors. The firm deploys capital across private credit, real estate, and infrastructure, primarily through direct investments and co-investments. Its strategy emphasizes structured debt and equity positions in projects with long-duration cash flows. Notable investments include infrastructure projects in the US Southeast and commercial real estate assets in the Atlanta metropolitan area. The firm is led by its two founding principals and maintains a lean team. Public records show no additional offices beyond its Atlanta headquarters. The firm has not disclosed a total AUM or deployment number, and its client composition remains private. Carter, Terry & Company operates as a traditional private investment firm with a focused, transaction-oriented approach. Its governance structure relies on the founding partners making all investment decisions, distinguishing it from larger, institutionally managed asset managers.