AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $56.8 |
Non-Discretionary | $2.2 |
Total | $59.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $45.2 |
Institutional | $13.7 |
Total | $59.0 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $13.7 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $13.7 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 100% | $13.7 |
Total | 100% | $13.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
CARLYLE INVESTMENT MANAGEMENT L.L.C. | $275.9 | 111128 | |
ALPINVEST US HOLDINGS, LLC | $47.1 | 328458 | |
ALPINVEST PARTNERS B.V. | $36.7 | 159215 | |
CARLYLE AVIATION PDP MANAGEMENT LLC | $11.1 | 305746 | |
CARLYLE AVIATION SECURITIES PARTNERS LLC | $1.1 | 168456 | |
CSL III ADVISOR, LLC | $0.5 | 316704 | |
TCG CHARLIE CREDIT GP, LTD. | $0.0 | - | |
CARLYLE JAPAN EQUITY MANAGEMENT L.L.C. | $0.0 | broker-dealer | - |
CARLYLE CLO MANAGEMENT EUROPE LLC | $0.0 | - | |
CSP III GENERAL PARTNER, L.P. | $0.0 | - | |
CARLYLE FALCON STRUCTURED SOLUTIONS MANAGER, L.L.C. | $0.0 | - | |
CBAM CLO MANAGEMENT LLC | $0.0 | 292086 | |
CARLYLE REVOLVING LOAN GP, L.P. | $0.0 | - | |
CSP III AIV GP (CAYMAN), LTD. | $0.0 | - | |
CCOF II SPV GP, LLC | $0.0 | - | |
CCOF II LUX GENERAL PARTNER, S.À R.L. | $0.0 | - | |
CARLYLE CLO PARTNERS GP, L.L.C. | $0.0 | - | |
TCG OPT CREDIT GP, LTD. | $0.0 | - | |
CARLYLE STRUCTURED CREDIT GP, L.P. | $0.0 | - | |
CARLYLE AUSTRALIA EQUITY MANAGEMENT PTY LIMITED | $0.0 | broker-dealer | - |
CSP IV GENERAL PARTNER, L.P. | $0.0 | - | |
CSP IV (CAYMAN 3) GENERAL PARTNER, L.P. | $0.0 | - | |
CARLYLE INSURANCE SOLUTIONS MANAGEMENT L.L.C. | $0.0 | 325569 | |
CARLYLE STRUCTURED SOLUTIONS G CO-INVEST GP, L.P. | $0.0 | - | |
CCOF III PSV GENERAL PARTNER, L.P. | $0.0 | - | |
CDPI GENERAL PARTNER, L.P. | $0.0 | - | |
CICF II GENERAL PARTNER, L.P. | $0.0 | - | |
CDL JUNIPD GP, LTD. | $0.0 | - | |
CAF GENERAL PARTNER, L.P. | $0.0 | - | |
CICF II LUX GENERAL PARTNER, S.À R.L. | $0.0 | - | |
CEMOF GENERAL PARTNER CAYMAN, L.P. | $0.0 | - | |
CARLYLE NET LEASE INCOME GENERAL PARTNER, LLC | $0.0 | - | |
CCOF III GENERAL PARTNER, L.P. | $0.0 | - | |
CARLYLE AURORA REVOLVING LOAN FUND GP, L.P. | $0.0 | - | |
CARLYLE DIRECT LENDING FUND GP, L.L.C. | $0.0 | - | |
CARLYLE SPINNAKER PARTNERS 2 GP, L.L.C. | $0.0 | - | |
CSP INVESTMENT ADVISORS (HK) LIMITED | $0.0 | - | |
CREDIT ACQUISITIONS-3 GENERAL PARTNER, L.P. | $0.0 | - | |
CARLYLE REVOLVING LOAN II GP, L.P. | $0.0 | - | |
TCG CAPITAL MARKETS L.L.C. | $0.0 | broker-dealer | 291767 |
CSP III CAYMAN INTERNATIONAL AIV GP, L.P. | $0.0 | - | |
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT LLC | $0.0 | - | |
CCOF III LUX GENERAL PARTNER, S.A R.L. | $0.0 | - | |
CCOF GENERAL PARTNER, L.P. | $0.0 | - | |
CCOF II NOTE ISSUER GENERAL PARTNER, L.L.C. | $0.0 | - | |
CSP III ILP GP, LTD. | $0.0 | - | |
CSP III AIV GENERAL PARTNER (CAYMAN) L.P. | $0.0 | - | |
CSP III (CAYMAN) GENERAL PARTNER, L.P. | $0.0 | - | |
CIM EUROPE S.A.R.L. | $0.0 | - | |
CCOF II GENERAL PARTNER, L.P. | $0.0 | - | |
CPC V GP, LLC | $0.0 | - | |
CARLYLE MC GP, LTD. | $0.0 | - | |
CSP IV (CAYMAN 2) GENERAL PARTNER, L.P. | $0.0 | - | |
TCG BRAVO CREDIT GP, LTD. | $0.0 | - | |
CEMOF II GENERAL PARTNER, L.P. | $0.0 | - | |
CIC ADVISORS LLP | $0.0 | - | |
CICF GENERAL PARTNER, L.P. | $0.0 | - | |
CARLYLE CLOP GP, L.L.C. | $0.0 | - | |
CARLYLE SINGAPORE INVESTMENT ADVISORS PTE LTD | $0.0 | broker-dealer | - |
TCG AURORA CREDIT GP LTD. | $0.0 | - | |
CARLYLE INVESTMENTS (CANADA) CORPORATION | $0.0 | broker-dealer | - |
CSP IV (CAYMAN 1) GENERAL PARTNER, L.P. | $0.0 | - | |
CSP III ILP GP (CAYMAN), LTD. | $0.0 | - | |
CDL 2018-2 GP, LTD. | $0.0 | - | |
CARLYLE SKYLINE CREDIT FUND GP, L.P. | $0.0 | - | |
CARLYLE CLO MANAGEMENT L.L.C. | $0.0 | - | |
CDL 2020-3 MANAGER, L.L.C | $0.0 | - | |
CREV GENERAL PARTNER, L.P. | $0.0 | - | |
CELF ADVISORS LLP | $0.0 | 162303 | |
CARLYLE HONG KONG EQUITY MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
CARLYLE ASIA LIMITED | $0.0 | broker-dealer | - |
CDL 2018-1 GP, LLC | $0.0 | - | |
CSP II (CAYMAN) GENERAL PARTNER, L.P. | $0.0 | - | |
CEMOF GENERAL PARTNER, L.P. | $0.0 | - | |
CARLYLE SLP LTD. | $0.0 | - | |
CSP II GENERAL PARTNER, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
20 active
Name | Title |
---|---|
ZIOBRO, CATHERINE, LABOURE | MANAGING DIRECTOR - THE CARLYLE GROUP; CHIEF COMPLIANCE OFFICER - CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. |
CONWAY, WILLIAM, ELIAS | CO-FOUNDER - THE CARLYLE GROUP |
D'ANIELLO, DANIEL, ANTHONY | CO-FOUNDER - THE CARLYLE GROUP |
FERGUSON, JEFFREY, WILLIAM | MANAGING DIRECTOR/GENERAL COUNSEL - THE CARLYLE GROUP |
RUBENSTEIN, DAVID, MARK | CO-FOUNDER - THE CARLYLE GROUP |
FINN, CHRISTOPHER | CHIEF OPERATING OFFICER - THE CARLYLE GROUP |
MITCHELL, HEATHER, ANN | MANAGING DIRECTOR/CHIEF RISK OFFICER - THE CARLYLE GROUP |
SCHWARTZ, HARVEY, MITCHELL | MANAGING DIRECTOR/CHIEF EXECUTIVE OFFICER - THE CARLYLE GROUP |
REDETT, JOHN, CHRISTOPHER | MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER - THE CARLYLE GROUP |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $59.0 | $0.0 | 0% | 335 | 0 | 0% |
2025-04-21 | $59.0 | $0.0 | 0% | 335 | 0 | 0% |
2024-04-02 | $46.8 | $12.2 | 26% | 305 | 30 | 10% |
2023-04-04 | $35.0 | $24.0 | 69% | 297 | 38 | 13% |
2022-04-01 | $27.8 | $31.2 | 112% | 228 | 107 | 47% |
2021-04-05 | $22.1 | $36.9 | 167% | 172 | 163 | 95% |
2020-04-01 | $17.9 | $41.1 | 229% | 187 | 148 | 79% |
2019-04-01 | $15.7 | $43.3 | 276% | 148 | 187 | 126% |
2018-04-02 | $13.9 | $45.1 | 324% | 149 | 186 | 125% |
2017-04-01 | $2.1 | $56.8 | 2662% | 54 | 281 | 520% |
2016-04-01 | $1.4 | $57.6 | 4235% | 58 | 277 | 478% |
2015-04-01 | $1.0 | $58.0 | 6063% | 64 | 271 | 423% |
2014-04-01 | $0.3 | $58.6 | 17500% | 90 | 245 | 272% |
2013-04-01 | $0.0 | $0.0 | 0% | 89 | 246 | 276% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, GA-03/31/2025, TX-03/29/2019 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV