Tobias E. Carlisle

ACQUIRERS FUNDS

Rolling Hills, CA 90503

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CRD#: 5941790

Professional summary

Tobias Eric Carlisle is a registered financial advisor currently at ACQUIRERS FUNDS, LLC located in Rolling Hills, California.

Tobias is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Tobias has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TOBIAS CARLISLE, INVESTMENT ADVISER REPRESENTATIVE, HAS BEEN MANAGING THE AUSTRALIAN-BASED EYQUEM FUND MANAGEMENT PTY LTD ("EYQUEM MANAGEMENT") SINCE APRIL 2010. EQYUEM MANAGEMENT IS UNDER COMMON CONTROL WITH EIM BY NATURE OF TOBIAS CARLISLE'S MAJORITY OWNERSHIP OF BOTH ENTITIES. EYQUEM MANAGEMENT IS AN AUSTRALIAN INVESTMENT MANAGEMENT COMPANY THAT SERVES AS THE INVESTMENT MANAGER AND GENERAL PARTNER TO EYQUEM GLOBAL VALUE FUND, AN OFFSHORE FUND (THE "OFFSHORE FUND"). THE OFFSHORE FUND IS CLOSED TO UNITED STATES INVESTORS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tobias Eric Carlisle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 17, 2018 - Present

ACQUIRERS FUNDS, LLC

Office #1: 609 Deep Valley Drive Suite 200, Rolling Hills, CA 90503

RIA

CRD#: 298309

Rolling Hills, CA

Past

September 15, 2015 - May 23, 2018

CARBON BEACH ASSET MANAGEMENT, LLC

RIA

CRD#: 281228

SANTA MONICA, CA

Past

September 7, 2011 - January 10, 2016

EYQUEM INVESTMENT MANAGEMENT LLC

RIA

CRD#: 157310

PLAYA VISTA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACQUIRERS FUNDS, LLC

CRD#: 298309 / SEC#: 801-114448

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/17/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2011

Uniform Investment Adviser Law Examination

Current Firm

ACQUIRERS FUNDS, LLC

CRD#: 298309 / SEC#: 801-114448

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

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Contact information

Main Address

609 Deep Valley Drive Suite 200, Rolling Hills, CA 90503

Mailing Address

Phone number

(646) 535-8629

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/17/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 46,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tobias E. Carlisle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tobias Eric Carlisle's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACQUIRERS FUNDS, LLC

CARBON BEACH ASSET MANAGEMENT, LLC

EYQUEM INVESTMENT MANAGEMENT LLC

Primary Firm SEC Registration

ACQUIRERS FUNDS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2011

Current Firm

ACQUIRERS FUNDS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACQUIRERS FUNDS, LLC

TRUST BUT VERIFY

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