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Carlisle Tax Credits LLC

● SEC registered since 2013CRD 151461SEC# 801-77655
Export (members)
Ranks #4,058 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$444.2M
Fund GAV
$254.1M
Private funds
4
Employees
8
Accounts
4
Location

Carlisle Tax Credits LLC assets under management

Carlisle Tax Credits LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2013. It reports $444.2 million in regulatory assets under management and employs 8 people. Carlisle Tax Credits LLC manages 4 private funds with combined gross assets of $254.1 million, including Carlisle Sandpiper Historic Fund II Limited Partnership. By regulatory assets, it ranks 4,058 of 6,004 private fund managers.

Carlisle Tax Credits LLC private funds

4 funds · $254.1M GAV
FundTypeGross assetsMin.
Carlisle Sandpiper Historic Fund II Limited PartnershipReal Estate$172.2M
Carlisle Sandpiper Historic Fund I Limited PartnershipReal Estate$47.9M
Carlisle White Oak Historic Fund I Limited PartnershipReal Estate$29.8M
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Carlisle Tax Credits LLC owners & executives

4 reported
NameTitleOwnershipSince
Carlisle Tax Credit Advisors LLC ControlLlc MemberOver 75%2009
Eric Hyde Darling ControlManagerUnder 5%2009
James Edward DarlingCcoUnder 5%2020
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Frequently asked questions

How much does Carlisle Tax Credits LLC manage?

Carlisle Tax Credits LLC reports $444.2 million in regulatory assets under management on its Form ADV.

How many private funds does Carlisle Tax Credits LLC manage?

Carlisle Tax Credits LLC manages 4 private funds with combined gross assets of $254.1 million.

How many employees does Carlisle Tax Credits LLC have?

Carlisle Tax Credits LLC reports 8 employees.

Does Carlisle Tax Credits LLC disclose fund performance?

Carlisle Tax Credits LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone978-697-5369
Office hours9a.m. - 5p.m. Et
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$444.2M▼ 11%
Apr '25 — $498.1MMay '25 — $498.1MJun '25 — $498.1MJul '25 — $498.1MAug '25 — $498.1MSep '25 — $498.1MOct '25 — $498.1MNov '25 — $498.1MDec '25 — $498.1MJan '26 — $498.1MFeb '26 — $498.1MMar '26 — $444.2MApr '26 — $444.2MMay '26 — $444.2MJun '26 — $444.2M
Apr '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
AUM vs fund managersTop 68%
Larger than 32% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$444.2Mregulatory AUM
Discretionary $0Non-discretionary $444.2M

Service providers