CARLISLE SOCIAL INVESTMENTS, LLC
CRD #112072 SEC #801-58189 KENNEWICK, WA 509-735-0484
SEC Registered
Total AUM
$5.9M
Discretionary
$5.9M
Employees
5
Clients
10
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JORDAN, KENNETH, RICHARD | I | MEMBER | C | Control |
| LAMOTHE, JEFFREY, FRED | I | MEMBER (INTEREST HELD JOINTLY WITH MARY B. LAMOTHE) | C | Control |
| LAMOTHE, MARY, BUCHAN | I | MEMBER (INTEREST HELD JOINTLY WITH FRED J. LAMOTHE) | C | |
| PETERSEN, JEFFREY, CARLISLE | I | MANAGER | C | Control |
| PETERSEN, JAMES, T | I | MEMBER | B |
Registrations
Federal
IA
Mar 28, 2002 REGISTERED
Notice Filings (1)
WA
Address
8203 WEST QUINAULT SUITE 700KENNEWICK, WA 99336
USA
Phone: 509-735-0484