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Susan Carlisle
Susan Carlisle is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Overview
Susan Carlisle is a state-registered investment adviser with $23 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Principals
Susan Carlisle
Principal
Frequently asked questions
Does the office participate in fund commitments or direct deals?
The office's private posture makes its allocation strategy unknown. Single-family offices of this profile often blend direct investments with fund commitments to access top-quartile managers, but no specific fund relationships, SPVs, or direct holdings have been reported or verified.
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