Carlisle Tax Credit Advisors
Carlisle Tax Credit Advisors is an SEC-registered asset manager with $444.2M assets under management (AUM, regulatory AUM), -11% over one year. See who owns Carlisle Tax Credit Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151461, SEC 801-77655, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $444.2M (2026-03-31)
- Firm type
- Asset Manager
- Employees
- 8
- Clients
- 4
- CRD
- 151461
- Ownership
- DARLING, JAMES, EDWARD; FLOREANI, RICHARD, ARTHUR; CARLISLE TAX CREDIT ADVISORS LLC; DARLING, ERIC, HYDE
How much AUM does Carlisle Tax Credit Advisors have?
Carlisle Tax Credit Advisors reported $444.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Carlisle Tax Credit Advisors?
Disclosed owners and executives of Carlisle Tax Credit Advisors include DARLING, JAMES, EDWARD, FLOREANI, RICHARD, ARTHUR, CARLISLE TAX CREDIT ADVISORS LLC, DARLING, ERIC, HYDE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.