C
CRD: 143089
Carlisle Financial Management, LLC
Arlington Heights, IL
8477211429
$41.5M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-27-2007
- Office Locations
- 1
Office Locations
-- Arlington Heights IL
About Carlisle Financial Management, LLC
Carlisle Financial Management, LLC is a Arlington Heights-based RIA. The firm has been operating for 19 years. Managing $41.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$41.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Atlas Frontier
Investment Themes
Matrix bridge
Investment Vehicles
Meridian prime
Services
Value ridge
Owner & Executives
G
GARY MICHAEL BYRNE
President
- CRD
- #5284696
- Ownership
- 75% or more
(649) 604-9872
pathway.element@peakcapital.com
in linkedin.com/in/summit-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,464,522 | -- |
| Non-Discretionary | $1,037,233 | -- |
| Total | $41,501,755 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,501,755
Public Funds:
22.0% Cash:
39.1% Equity - Exchange:
38.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,757,608,037 | 22.0% |
| Cash | $3,123,748,829 | 39.1% |
| Equity - Exchange | $3,107,770,575 | 38.9% |
| Total | $7,989,127,441 | 100.0% |