CARLISLE TAX CREDIT ADVISORS other names

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Adviser Profile

As of Date:

04/01/2024

Adviser Type:

- Large advisory firm

Number of Employees:

6

of those in investment advisory functions:

5

Registration:

Massachusetts, Terminated, 12/28/2015

Other registrations (1)
AUM:

472,797,962 0.97%

of that, discretionary:

0

Private Fund GAV:

274,209,300 -0.61%

Avg Account Size:

67,542,566 15.40%

SMA’s:

YES

Private Funds:

5 1

Contact Info

617 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
477M 409M 341M 273M 204M 136M 68M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Real Estate Fund 5 $274,209,300

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Private Funds



Employees




Brochure Summary

Overview

Carlisle Tax Credits LLC (dba Carlisle Tax Credit Advisors) is owned by Carlisle Tax Credit Advisors LLC. Carlisle Tax Credit Advisors LLC is owned by Eric H. Darling. Carlisle has been providing investment advisory services since January 2, 2010 specializing in tax credit investments for institutions. The
firm and its affiliates have also provided non- investment advisory consulting services since 2006, and its owner has over thirty years of experience in tax credit analysis, structuring and management. As of December 31, 2022, the firm managed $0 on a discretionary basis and $468,234,769 on a nondiscretionary basis.