Eric Darling is a registered investment advisor at Carlisle Tax Credit Advisors, based in Carlisle, MA, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment advisory services are negotiated with each client and based on the amount invested. Fees are billed quarterly. Carlisle assists clients in selecting, evaluating, negotiating, closing, oversight and monitoring investments in various tax credits. Fees for selecting, evaluating, negotiating and closing are charged as a percentage of the original gross equity investment or commitment in the year investments are made, and are payable quarterly. Fees for ongoing oversight and monitoring are also charged quarterly as a percentage of the original gross equity investment or commitment in the year investments are made. A minimum fee may be negotiated.
Location
Carlisle, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is the sole owner of Carlisle Tax Credit Advisors LLC, which is affiliated with Carlisle Tax Credits LLC, a registered investment advisor. He serves as manager of Carlisle Tax Credits and three related entities, dedicating nearly full-time hours to ownership and management responsibilities.
Employment History
Current Registrations
Carlisle Tax Credit Advisors
State Registrations1 state
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