Companies · Other

Carter Investment Holdings, L.P.

NEW YORK · Other

Diligence memoA one-page analyst read on Carter Investment Holdings, L.P. — recommendation, valuation, rhythm, risks.
$69.7M
Total raised · real
2
Rounds
1.2×
Latest step-up
Top 6%
Sector rank · raised
Series C
Latest stage · inferred · Mon May 17 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

Carter Investment Holdings, L.P. looks fair against its niche peers and is dormant on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Fair
  • Modeled value is 1.18× the median modeled value of Series C Other companies in 2019–2021 (190 peers) — value vs value, same stage and era.
  • Within the normal band (118% of peer median) for its niche.
Dormant
  • Last raise 5.1 yr ago; this sector typically re-raises about every 11 months.
  • Silent for over 3× the sector's normal cadence.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

Carter Investment Holdings, L.P. behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
5.1 yr record
Peak capital year was 2021 with $188.0M across 4 filings.
Market position
ahead of 95% of Other peers
Capital scale is ahead of 95% of Other peers; modeled value is above 97% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Lower applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Sparse
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Needs review
Row-level filing totals differ from canonical totals, so amendment/superseded filtering should be checked.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • Sector is still broad/Other, so operating comparables are weak.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2021: $188.0M across 4 filings.
  • Largest single filing was $66.9M on 2021-05-17.
  • Filing rows sum to $188.0M, while canonical raised total is $69.7M; likely amendments/superseded rows are mixed into the detail view.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
  • The more important signal is lifecycle: repeated filings ended years ago, so current activity needs outside confirmation.
  • Canonical filtering should be tightened before using row-level totals for diligence.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Other

Carter Investment Holdings, L.P. is one of 25015 Other companies tracked from NEW YORK. By capital raised it ranks among the largest (ahead of 95% of sector peers), and among the largest by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
31
Investors (latest)
2021
Year incorporated
2021-05-17
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$250M$500M$750M$1.0BSeries C · 2021-05-17 Raised $67M (real) Modeled valuation $964M (est)$67M$964MSeries C2021Seed · 2021-05-17 Raised $2.7M (real) Modeled valuation $37M (est)$2.7M$37MSeed2021Series C · 2021-05-17 Raised $53M (real) Modeled valuation $768M (est)$53M$768MSeries C2021Series C · 2021-05-17 Raised $65M (real) Modeled valuation $937M (est)$65M$937MSeries C2021+$2.7M+$53M+$65MCumulative $188M

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Series C$66.9M · 2021
Bridge · Series C-stage$2.7M · 2021smaller follow-on
Series C extension$53.3M · 2021
Series C extension$65.0M · 2021

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed, Series A, Series B — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 40%.

Modeled valuation trajectory
$964.1M
Base estimate est.
$258.7M
Conservative case
$2.3B
Upside case
$446.1M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ca $40M–$100M round). Valuation is modeled from stage benchmarks. Directional, not a quoted figure.

Series C · modeled $964.1M · 2021-05-172021Seed · modeled $36.9M · 2021-05-17Series C · modeled $768.2M · 2021-05-17Series C · modeled $936.6M · 2021-05-172021
Model inputs · modeled:benchmark-stage-stepup-v1
15%
Dilution assumption
Implied ownership sold in the financing.
78%
Survival probability
58% low · 90% high
1.22×/yr
Annual markup
1.40×/yr upside case
5.1 yr
Elapsed time used
5.1 yr actual, capped for stale marks
general
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
0 mo
Avg between rounds
Capital velocity
5.1 yr
On record since
2021
First round
4
Rounds on file
How it compares to the market

Benchmarked against 25015 companies in Other. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 34× above median
This company$69.7M
Sector median$2.0M
Latest round — vs other Series C rounds in sector (real $, this stage) 1.3× above median
This company$65.0M
Sector median$50.0M
Modeled value — vs sector median (estimate, all stages) 55× above median
This company$964.1M
Sector median$17.7M

Raised more than 95% of sector peers (real $). Modeled value above 97% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series C) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #72 of 190.

This companyCohort peer
$100.0M$1.0B$10.0B$10.0M$100.0M$1.0BCapital raised (log)Lonnie Ray Williams Jr Trust · Series C Raised $100.0M · modeled $1.7B (est)Ault Life Sciences, Inc. · Series C Raised $100.0M · modeled $1.7B (est)Watchtower Topco, LLC · Series C Raised $99.7M · modeled $1.7B (est)Watchtower Management Holdco, LLC · Series C Raised $99.2M · modeled $1.7B (est)Alphaeon 1 LLC · Series C Raised $96.8M · modeled $1.7B (est)Jushi Acquisition Corp. · Series C Raised $92.3M · modeled $1.6B (est)Celebrands, LLC · Series C Raised $89.0M · modeled $1.5B (est)Dashlane, Inc. · Series C Raised $129.2M · modeled $1.5B (est)HES Facilities Holdings, LLC · Series C Raised $84.3M · modeled $1.4B (est)Surterra Holdings, Inc. · Series C Raised $98.0M · modeled $1.4B (est)Carmax Inc · Series C Raised $98.2M · modeled $1.4B (est)PEX Management Aggregator, LLC · Series C Raised $87.8M · modeled $1.4B (est)Carter Investment Holdings, L.P. (this company) Raised $69.7M · modeled $964.1M (est)Carter Investment Holdings, L.P.
CompanyStageRaised · realValue · estvs peer med.
Lonnie Ray Williams Jr TrustSeries C$100.0M$1.7B2.10×
Ault Life Sciences, Inc.Series C$100.0M$1.7B2.10×
Watchtower Topco, LLCSeries C$99.7M$1.7B2.09×
Watchtower Management Holdco, LLCSeries C$99.2M$1.7B2.08×
Alphaeon 1 LLCSeries C$96.8M$1.7B2.03×
Jushi Acquisition Corp.Series C$92.3M$1.6B1.94×
Celebrands, LLCSeries C$89.0M$1.5B1.81×
Dashlane, Inc.Series C$129.2M$1.5B1.78×
HES Facilities Holdings, LLCSeries C$84.3M$1.4B1.77×
Surterra Holdings, Inc.Series C$98.0M$1.4B1.74×
Carmax IncSeries C$98.2M$1.4B1.72×
PEX Management Aggregator, LLCSeries C$87.8M$1.4B1.69×
Carter Investment Holdings, L.P. this companySeries C$69.7M$964.1M1.18×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Series C$66.9M2021-05-17$446.1M$964.1M90%
Seed$2.7M2021-05-17$13.7M$36.9M90%
Series C$53.3M2021-05-17$355.4M$768.2M90%
Series C$65.0M2021-05-17$433.3M$936.6M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Series C$66.9M2021-05-17
    • First recorded raise — entered as Series C.
    • 32 investors on this round.
  2. Seed$2.7M2021-05-17
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 24.4× smaller than the prior — bridge or down round.
    • 16 investors on this round.
  3. Series C$53.3M2021-05-17
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 19.4× larger than the prior — scaling up.
    • 21 investors on this round.
  4. Series C$65.0M2021-05-17
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round roughly the size of the prior one.
    • 31 investors on this round.
Intelligence
Modeled next raise
$79.2M
Modeled next size est.range $65.0M$126.8M
1.2×
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
ADAM WEINSTEIN10 other2021-05
HARRIS KEALEY1 other2021-05
ALBERTO DELGADO2021-05
Registry & provenance

Carter Investment Holdings, L.P. is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1960718
SEC CIK
2021
Incorporated
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
LGM Finance Companies, LLCOtherSeries C$69.7M$742.9Msame sector · same stage
Beachbody Co Group, LLCOtherSeries C$69.6M$1.1Bsame sector · same stage
AMCP Retail Holdings CorpOtherSeries C$69.3M$1.2Bsame sector · same stage
WordSynk, LLCOtherSeries C$69.2M$955.0Msame sector · same stage
Impact Topco, Inc.OtherSeries C$69.1M$1.2Bsame sector · same stage
MH Management Holdco, LLCOtherSeries C$70.2M$878.6Msame sector · same stage
Entertainment Ticket Holdings Inc.OtherSeries C$69.1M$1.2Bsame sector · same stage
Rcp23, LlcOtherSeries C$69.1M$1.2Bsame sector · same stage
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Sierra Private Investments L.P.OtherGrowth/Late$5.6B84%
Pigasus Investment Group, L.P.OtherSeries A$80.0M84%
Citrus Partners Holdings, L.P.OtherSeries B$238.0M84%
Cypress Tree Investment Group, Inc.OtherSeed$35.5M83%
LTP Investments LLCOtherSeed$29.7M83%
Iris Holdings L.P.OtherSeries D+$1.8B83%
ALCV Investments, L.P.OtherSeries D+$4.8B83%
CIP Equity Investments, LLCOtherSeed$24.2M83%
Frequently asked
How much funding has Carter Investment Holdings, L.P. raised?
Carter Investment Holdings, L.P. has raised approximately $69.7M in disclosed capital across 2 recorded financing rounds, aggregated from public filings.
What is Carter Investment Holdings, L.P.'s estimated valuation?
Provath's modeled valuation for Carter Investment Holdings, L.P. is approximately $964.1M (modeled range $258.7M–$2.3B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Carter Investment Holdings, L.P. at?
Carter Investment Holdings, L.P.'s latest modeled financing stage is Series C. Its most recent recorded round closed around Mon May 17.
What does Carter Investment Holdings, L.P. do and where is it based?
Carter Investment Holdings, L.P. operates in the Other sector, based in NEW YORK.
Explore related

See where Carter Investment Holdings, L.P. sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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