Tobias Carlisle is a registered investment advisor at Acquirers Funds, LLC, based in Rolling Hills, CA, with 13 years of industry experience. Tobias operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for asset management services. Fees are negotiable.
Fee Estimator
Location
609 Deep Valley Drive, Suite 200, Rolling Hills, CA, 90503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tobias has been managing Eyquem Fund Management PTY LTD since 2010, an Australian investment management company. He has majority ownership of both Eyquem Management and EIM.
Employment History
Current Registrations
Acquirers Funds, LLC
Previous Registrations
Carbon Beach Asset Management, LLC
Eyquem Investment Management LLC
State Registrations1 state
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