CARLISLE TAX CREDIT ADVISORS
  • CARLISLE TAX CREDIT ADVISORS
  • CARLISLE TAX CREDITS LLC

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 02/22/2013
Other registrations (1)
Contact Info 978 xxxxxxx
Websites
AUM* 444,183,271 -6%
of that, discretionary 0
Number of Employees 8 33%
of those in investment advisory functions 5
Private Fund GAV* 254,096,017 -18%
Avg Account Size 111,045,818 64%
SMA’s Yes
Private Funds 4 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

498M 427M 356M 285M 213M 142M 71M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name NOVOGRADAC & COMPANY LLP Filing Date02/15/2024 Form ADV-E View Report
Accounting Firm Name NOVOGRADAC & COMPANY LLP Filing Date01/23/2024 Form ADV-E View Report

Private Funds Structure

Count GAV
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Brochure Summary