Carlisle Tax Credits Llc
- Regulatory AUM
- $444M
- Discretionary
- $0
- Clients
- 6
- Avg AUM / client
- $74.0M
- Accounts
- 4
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $254M | 57.2% |
| Insurance companies | 2 | $190M | 42.8% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $274M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Carlisle Sandpiper Historic Fund Ii Limited Partnership | Real Estate Fund | Massachusetts | $174M | 1 |
| Carlisle Sandpiper Historic Fund I Limited Partnership | Real Estate Fund | Massachusetts | $51.2M | 1 |
| Carlisle White Oak Historic Fund I Limited Partnership | Real Estate Fund | Massachusetts | $25.6M | 1 |
| Carlisle Yellowhammer Historic Fund I Limited Partnership | Real Estate Fund | Massachusetts | $17.6M | 1 |
| Carlisle Sandpiper Mb Historic Fund I Limited Partnership | Real Estate Fund | Massachusetts | $5.7M | 1 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Hyde Darling | Manager | Mar 2006 (20y) | ≈ 56.25% – 100% via Carlisle Tax Credit Advisors Llc | |
| Darling, James, Edward | Cco | Oct 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Carlisle Tax Credit Advisors Llc | Llc Member | Aug 2009 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Eric Hyde Darling: 75% – 100% of Carlisle Tax Credit Advisors Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $274M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Carlisle Sandpiper Historic Fund Ii Limited Partnership | Real Estate Fund | $174M | $0 | 1 |
| Carlisle Sandpiper Historic Fund I Limited Partnership | Real Estate Fund | $51.2M | $0 | 1 |
| Carlisle White Oak Historic Fund I Limited Partnership | Real Estate Fund | $25.6M | $0 | 1 |
| Carlisle Yellowhammer Historic Fund I Limited Partnership | Real Estate Fund | $17.6M | $0 | 1 |
| Carlisle Sandpiper Mb Historic Fund I Limited Partnership | Real Estate Fund | $5.7M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.33 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗