CARLISLE TAX CREDIT ADVISORS
Firm details
- Headquarters
- ,
- CRD number
- 151461
- Registered since
- February 22, 2013
- Website
- www.carlisletaxcredits.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pooled Investment Vehicles57.21%
- Insurance Companies42.79%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Carlisle Tax Credit Advisors LLC is a privately held adviser organized as an LLC and registered with the SEC in 2013. The firm is classified as a real estate fund manager serving institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its business model includes acting as sponsor, general partner, or managing member of pooled investment vehicles, and its fee arrangements combine percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor and is not categorized as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
2 of 2ERIC DARLING
Partner, FounderCRD 5715371
JAMES DARLING
CounselCRD 5501758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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