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Tobias Eric Carlisle

ACQUIRERS FUNDS, LLC·ROLLING HILLS, California
Series 65Clean record14 years registeredACQUIRERS FUNDS, LLC
609 DEEP VALLEY DRIVE, ROLLING HILLS, CA 90503CRD# 5941790Firm CRD# 298309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tobias Eric Carlisle · ROLLING HILLS, CA
Registration
CRD #5941790 · ACQUIRERS FUNDS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ACQUIRERS FUNDS, LLC
Dec 2018 – present
CARBON BEACH ASSET MANAGEMENT, LLC
Sep 2015 – May 2018
SANTA MONICA, CA
EYQUEM INVESTMENT MANAGEMENT LLC
Sep 2011 – Jan 2016
PLAYA VISTA, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 7, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACQUIRERS FUNDS, LLC
CRD 298309 · SEC 801-114448
AUM
$40M
Regulatory assets under management
Employees
1
1 client accounts
Services offered by ACQUIRERS FUNDS, LLC
Per Form ADV
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at ACQUIRERS FUNDS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Tobias Eric Carlisle offer?
Tobias Eric Carlisle specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROLLING HILLS, California for a consultation.
What are Tobias Eric Carlisle's credentials?
Tobias Eric Carlisle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tobias Eric Carlisle located?
Tobias Eric Carlisle is based in ROLLING HILLS, California, working with ACQUIRERS FUNDS, LLC. Their office serves clients in the ROLLING HILLS metropolitan area and surrounding communities.
How does Tobias Eric Carlisle charge for services?
Tobias Eric Carlisle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACQUIRERS FUNDS, LLC?
ACQUIRERS FUNDS, LLC has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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