CARLISLE TAX CREDIT ADVISORS

other names
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Adviser Profile
As of Date 04/01/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 5
Registration Massachusetts, Terminated, 12/28/2015
Other registrations (1)
AUM* 472,797,962 0.97%
of that, discretionary 0
Private Fund GAV* 274,209,300 -0.61%
Avg Account Size 67,542,566 15.40%
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$274,209,300

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Brochure Summary