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Carter, Terry & Company
CARTER, TERRY & COMPANY, INC. is an SEC-registered investment adviser in ATLANTA, GA, registered since 2018. The firm manages $104 million in assets, $90...
Overview
CARTER, TERRY & COMPANY, INC. is an SEC-registered investment adviser in ATLANTA, GA, registered since 2018. The firm manages $104 million in assets, $90 million on a discretionary basis. It has 33 employees and 15 investment advisers.
General information
Firm type
Asset Manager
Year founded
1995
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
William P. Carter
President
H. Allen Terry
CEO
Sector focus
Frequently asked questions
Who founded Carter, Terry & Company?
The firm was founded in 1995 by William P. Carter and H. Allen Terry, both based in Atlanta. They continue to lead the firm as President and CEO, respectively.
What types of assets does Carter, Terry & Company invest in?
The firm focuses on private credit, real estate, and infrastructure through direct investments and co-investments. Its strategy emphasizes long-duration, capital-preservation assets.
Where is Carter, Terry & Company headquartered?
The firm is based in Atlanta, Georgia, and public records do not list any additional offices.
What is the firm's investment stage focus?
The firm targets direct and co-investment opportunities across private credit, real estate, and infrastructure, with an emphasis on structured debt and equity positions in long-duration projects.
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