CARLISLE TAX CREDITS LLC

CARLISLE TAX CREDITS LLC is an SEC-registered investment adviser (CRD 151461). Regulatory assets under management: $444.2M.

Registration

• CRD: 151461
• SEC file number: 801-77655
• Type: Registered investment adviser
• Phone: 978-697-5369
• Latest filing: 2026-03-31
• Regulatory AUM: $444.2M
• Non-discretionary AUM: $444.2M
• Clients: 8
• Accounts: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Pooled vehicles, Investment cos, Other.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151461 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search