CARLISLE TAX CREDIT ADVISORS
· CRD 151461
SEC-registered investment adviser since 2013 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$444.2m
- Main clients (by assets)Private funds 57%, Insurers 43%
- Private funds4 · $254.1m gross assets
- Form ADV · 2026-03-31SEC adviser record
- Kindreal estate
- Others nearbyLowell, MA
As an employer
- Staff (Form ADV)8 · 5 in investment roles
- Offices in1 country
- Private fundsreal estate 4