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CARLISLE TAX CREDIT ADVISORS

· CRD 151461 · IAPD ↗ · 978-697-5369

$444.2MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2025 — CARLISLE TAX CREDIT ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.