Investment adviser · CRD 151461
CARLISLE TAX CREDIT ADVISORS
Investment adviser filing (IA)
CARLISLE TAX CREDITS LLC
· Form ADV filed Mar 31, 2026
- Regulatory AUM
- $444M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $254,096,017 | 57.2% |
| Insurance companies | Fewer than 5 | $190,087,254 | 42.8% |
Filing source
Form ADV 2087500 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
11 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CARLISLE SANDPIPER HISTORIC FUND II LIMITED PARTNERSHIPReal Estate Fund · Last reported Mar 31, 2026$172MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RUBINBROWN LLP
PCAOB 41
CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-4819798231
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2087500 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CARLISLE SANDPIPER HISTORIC FUND I LIMITED PARTNERSHIPReal Estate Fund · Last reported Mar 31, 2026$47.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RUBINBROWN LLP
PCAOB 41
CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-6264361648
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2087500 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CARLISLE WHITE OAK HISTORIC FUND I LIMITED PARTNERSHIPReal Estate Fund · Last reported Mar 31, 2026$29.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RUBINBROWN LLP
PCAOB 41
CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-5772886378
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2087500 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CARLISLE YELLOWHAMMER HISTORIC FUND I LIMITED PARTNERSHIPReal Estate Fund · Last reported Mar 31, 2026$4.25MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-8023667279
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2087500 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CARLISLE SANDPIPER MB HISTORIC FUND I LIMITED PARTNERSHIPReal Estate Fund · Last reported Apr 1, 2025$53.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RUBINBROWN LLP
PCAOB 41
CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-7719586117
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 1974126 · Apr 1, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CARLISLE HISTORIC TAX CREDIT FUND I LIMITED PARTNERSHIPReal Estate Fund · Last reported Mar 30, 2023$2.96MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-2638408164
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 1745188 · Mar 30, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CARLISLE 2012 HISTORIC TAX CREDIT FUND I LIMITED PARTNERSHIPReal Estate Fund · Last reported Mar 31, 2022$1.44MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NOVOGRADAC & COMPANY LLP
PCAOB 474
CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-5369725555
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 1623800 · Mar 31, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
CRD 151461
Filing source
Form ADV 2087500 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.