CARLISLE TAX CREDIT ADVISORS

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Adviser Profile
As of Date 04/01/2025
Adviser Type - Large advisory firm
Number of Employees 7 16.67%
of those in investment advisory functions 5
Registration Massachusetts, Terminated, 12/28/2015
Other registrations (1)
AUM* 498,102,003 6.38%
of that, discretionary 0
Private Fund GAV* 310,560,432 10.48%
Avg Account Size 71,157,429 21.58%
SMA’s Yes
Private Funds 5 1
Contact Info 617 xxxxxxx
Websites

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

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$310,560,432

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Brochure Summary