DFX Intelligence

C••••••• T•• C••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

C••••••• T•• C••••• A•••••••

C••••••• TAX CREDITS LLC, CRD 151461

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Search this name across graphsid dfx:ria:06bf39cb-1a13-f687-8ebb-671bf325752e

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 3
On other graphs: 2
Observed: Feb 12, 2013 to Mar 31, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Creditidentity

C••••••• T•• C••••• A•••••••

Private credit manager · shared crd

Real Estate Fundsidentity

C••••••• T•• C••••• A•••••••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.57 institutional_share=0.43 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $444M••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $444Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E••• H••• D••••••	n/a	C•••••••, MA	9	20	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C••••••• S•••••••• H••••••• F••• I• L•••••• P•••••••••	Real Estate Fund	$174M	Apr 1, 2024	1	Mar 31, 2020	reported	n/a
C••••••• S•••••••• H••••••• F••• I• L•••••• P•••••••••	Real Estate Fund	$51.2M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••••• T•• C••••• A••••••• L••	LLC MEMBER	E	yes	08/2009	Feb 12, 2013	Apr 1, 2024
D••••••• E•••• H•••	Member	E	yes	03/2006	Feb 12, 2013	Apr 1, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$444M	$498M	-10.8%	$468M	-1.7%	8	7	1	1

Relationships

Advises (11)

→ C••••••• Y••••••••• H••••••• F••• I• L•••••• P•••••••••Private fundReal Estate Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ C••••••• S•••••••• H••••••• F••• I• L•••••• P•••••••••Private fundReal Estate Fund, IA
Mar 31, 2020 to presentfactForm ADV
→ C••••••• W•••• O•• H••••••• F••• I• L•••••• P•••••••••Private fundReal Estate Fund, IA
Mar 30, 2019 to presentfactForm ADV
→ C••••••• S•••••••• H••••••• F••• I• L•••••• P•••••••••

Dated events

Occurred
Dec 22, 2020
Control person left
Arthur Richard Floreani (Llc Member And Cco) no longer on Schedule A of C••••••• T•• C••••• A••••••• (listed 2020-07-31, absent 2020-12-22)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2020
Regulatory AUM changed
C••••••• T•• C••••• A••••••• reported RAUM $468.2M, up 73% from $271.2M (2019-12-24 to 2020-03-31)
Form ADVobserved 7 days ago
$197M
Occurred
Feb 12, 2013
First Form ADV filing
C••••••• T•• C••••• A••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06bf39cb-1a13-f687-8ebb-671bf325752e
First observed: Feb 12, 2013
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.