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CARLISLE TAX CREDIT ADVISORS

CARLISLE TAX CREDITS LLC

CRD 151461 · SEC 801-77655

Visit website

MA, United States

Phone

978-697-5369

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$444.2M

Discretionary AUM

$0

Team

8 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)ADVICE ON TAX CREDIT TRANSACTIONS

Client types

TypeClientsAUM
Pooled investment vehicles4$254.1M
Insurance companies2$190.1M

States served

MA, PA, TX

All web addresses on file

Official SEC filing: View on IAPD