|
⚲
|
| Keyboard |
| Carlisle Tax Credits LLC
✚
|
|
|---|---|
| CRD # | 151461 |
| SEC # | 801-77655 |
| CIK # | |
| AUM | 444.2 M (2026-03-31) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 978-697-5369 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Carlisle Sandpiper Historic Fund II Limited Partnership | 2020-03-31 | 172.2 M | |
| RE | Carlisle Sandpiper Historic Fund I Limited Partnership | 2019-03-30 | 47.9 M | |
| RE | Carlisle Sandpiper MB Historic Fund I Limited Partnership | 2019-03-30 | 53.2 M | |
| RE | Carlisle White Oak Historic Fund I Limited Partnership | 2019-03-30 | 29.8 M | |
| RE | Carlisle 2010 Historic Tax Credit Fund II Limited Partnership | 2015-03-31 | 1.0 M | |
| RE | Carlisle 2010 Historic Tax Credit Fund Limited Partnership | 2015-03-31 | 0.4 M | |
| RE | Carlisle 2011 Historic Tax Credit Fund I Limited Partnership | 2015-03-31 | 0.9 M | |
| RE | Carlisle 2012 Historic Tax Credit Fund I Limited Partnership | 2015-03-31 | 1.4 M | |
| RE | Carlisle 2013 Historic Tax Credit Fund I Limited Partnership | 2015-03-31 | 0.1 M | |
| RE | Carlisle Historic Tax Credit Fund I Limited Partnership | 2015-03-31 | 3.0 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 254.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 190.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 444.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4 | 444.2 |
| Total | 4 | 444.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 444.2 | |
| Total | 4 | 444.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Truman Capital Advisors LP
✚
|
NY | 462.0 M |
|
Paramount Group Real Estate Advisor LLC
✚
|
NY | 457.7 M |
|
Corten Real Estate Management LLC
✚
|
PA | 457.4 M |
|
Sage Residential Management LLC
✚
|
NJ | 444.1 M |
|
Sumitomo Mitsui DS Asset Management Singapore PTE Ltd
✚
|
444.0 M | |
|
Thackeray Partners LP
✚
|
TX | 442.7 M |
|
Newport Investment Management LLC
✚
|
IL | 438.8 M |
|
Heitman International HK Limited
✚
|
431.9 M | |
|
CP Capital US Partners LP
✚
|
NY | 426.9 M |
|
Broadview Real Estate Partners LLC
✚
|
CT | 425.1 M |