# Carter, Terry & Company

Carter, Terry & Company is an Asset Manager based in Atlanta, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** carterterry.com

## Regulatory record

- **CRD number:** 16365
- **SEC file number:** 801-113129
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/16365

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- William P. Carter — President
- H. Allen Terry — CEO

## 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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Last updated: 2026-06-03T20:00:00.000Z

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