CARLISLE TAX CREDITS LLC
Legal name: CARLISLE TAX CREDIT ADVISORS
CRD #151461 SEC #801-77655 978-697-5369
SEC Registered Private Funds
Total AUM
$498.1M
Discretionary
$0
Employees
7
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $498.1M | $0 | $498.1M | 7 | 0 |
| Apr 2024 | $472.8M | $0 | $472.8M | 6 | 0 |
| Mar 2023 | $468.2M | $0 | $468.2M | 6 | 0 |
| Apr 2022 | $477.1M | $0 | $477.1M | 5 | 0 |
| Mar 2021 | $469.8M | $0 | $469.8M | 6 | 0 |
| Dec 2020 | $469.4M | $0 | $469.4M | 6 | 0 |
| Jul 2020 | $468.2M | $0 | $468.2M | 7 | 0 |
| Jul 2020 | $468.2M | $0 | $468.2M | 7 | 0 |
| Jun 2020 | $468.2M | $0 | $468.2M | 7 | 0 |
| Mar 2020 | $468.2M | $0 | $468.2M | 7 | 0 |
| Dec 2019 | $271.2M | $0 | $271.2M | 7 | 2 |
| Mar 2019 | $271.2M | $0 | $271.2M | 7 | 2 |
| Apr 2018 | $187M | $0 | $187M | 5 | 2 |
| Mar 2017 | $235.4M | $0 | $235.4M | 6 | 1 |
| Jun 2016 | $248.8M | $0 | $248.8M | 7 | 1 |
| Mar 2016 | $248.8M | $0 | $248.8M | 7 | 1 |
| Mar 2015 | $164.7M | $0 | $164.7M | 5 | 1 |
| Sep 2014 | $165.6M | $0 | $165.6M | 4 | 1 |
| Mar 2014 | $142.2M | $0 | $142.2M | 4 | 1 |
| Feb 2013 | $164.2M | $0 | $164.2M | 4 | 1 |
DateApr 2025
Total AUM$498.1M
Discretionary$0
Non-Disc.$498.1M
Employees7
Clients0
DateApr 2024
Total AUM$472.8M
Discretionary$0
Non-Disc.$472.8M
Employees6
Clients0
DateMar 2023
Total AUM$468.2M
Discretionary$0
Non-Disc.$468.2M
Employees6
Clients0
DateApr 2022
Total AUM$477.1M
Discretionary$0
Non-Disc.$477.1M
Employees5
Clients0
DateMar 2021
Total AUM$469.8M
Discretionary$0
Non-Disc.$469.8M
Employees6
Clients0
DateDec 2020
Total AUM$469.4M
Discretionary$0
Non-Disc.$469.4M
Employees6
Clients0
DateJul 2020
Total AUM$468.2M
Discretionary$0
Non-Disc.$468.2M
Employees7
Clients0
DateJul 2020
Total AUM$468.2M
Discretionary$0
Non-Disc.$468.2M
Employees7
Clients0
DateJun 2020
Total AUM$468.2M
Discretionary$0
Non-Disc.$468.2M
Employees7
Clients0
DateMar 2020
Total AUM$468.2M
Discretionary$0
Non-Disc.$468.2M
Employees7
Clients0
DateDec 2019
Total AUM$271.2M
Discretionary$0
Non-Disc.$271.2M
Employees7
Clients2
DateMar 2019
Total AUM$271.2M
Discretionary$0
Non-Disc.$271.2M
Employees7
Clients2
DateApr 2018
Total AUM$187M
Discretionary$0
Non-Disc.$187M
Employees5
Clients2
DateMar 2017
Total AUM$235.4M
Discretionary$0
Non-Disc.$235.4M
Employees6
Clients1
DateJun 2016
Total AUM$248.8M
Discretionary$0
Non-Disc.$248.8M
Employees7
Clients1
DateMar 2016
Total AUM$248.8M
Discretionary$0
Non-Disc.$248.8M
Employees7
Clients1
DateMar 2015
Total AUM$164.7M
Discretionary$0
Non-Disc.$164.7M
Employees5
Clients1
DateSep 2014
Total AUM$165.6M
Discretionary$0
Non-Disc.$165.6M
Employees4
Clients1
DateMar 2014
Total AUM$142.2M
Discretionary$0
Non-Disc.$142.2M
Employees4
Clients1
DateFeb 2013
Total AUM$164.2M
Discretionary$0
Non-Disc.$164.2M
Employees4
Clients1