The CARLISLE TAX CREDIT ADVISORS is a privately held investment adviser that advises $444.18mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CARLISLE TAX CREDIT ADVISORS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 5.46% over the last 5-years.
The Group has been registered with the SEC for 13.44 years and is comprised of 1 filing and 4 relying advisers. They operate out of 2 office locations Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 5 investment and 3 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $444.18mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 2 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $254.1mn or 57.21% of Total Assets and Insurance Companies own $190.09mn or 42.79% of Total Assets.
The Group's top investment strategies include FI/Credit - Lending, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Insurance Companies.
The Group uses 0 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $254.1mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
CARLISLE TAX CREDIT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.