Carlisle Tax Credit Advisors provides investment advisory services specializing in tax credit investments for institutions. Carlisle assists clients in selecting, evaluating, negotiating, closing, oversight, and monitoring investments in low-income housing tax credits, historic rehabilitation tax credits, new markets tax credits, and renewable energy tax credits. Fees are negotiated and billed quarterly.
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.