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JOE CARTER
JOE CARTER is a state-registered investment adviser with approximately $8 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
JOE CARTER is a state-registered investment adviser with approximately $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Plano
Corporate office
Plano, TX, United States
Principals
Joe Carter
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at JOE CARTER?
Founder Joe Carter serves as the sole investment principal, directly underwriting and approving all commitments. A small team of analysts supports due diligence and portfolio monitoring, but the office operates with a single-decision-maker architecture without an investment committee.
What investment stages does the office target on the venture side?
Venture allocation concentrates on Seed to Series A companies, primarily in B2B enterprise software, healthcare IT, and regulated industries. The office favors rounds where operational complexity or sector-specific licensing requirements deter less-specialized capital, often co-investing alongside Texas-based family offices and independent sponsors.
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