CSL III ADVISOR, LLC
Latest filing: Jul 03, 2024 (381 days ago)
AUM
$487,524,694
0% change vs. 1 year ago
10000% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
305
0% change vs. 1 year ago
34% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
ONE VANDERBILT AVENUE, NEW YORK, NY, UNITED STATES, 10017
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.5 |
| Institutional | $0.0 |
| Total | $0.5 |
| 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
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| 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 | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CARLYLE INVESTMENT MANAGEMENT L.L.C. | $275.9 | 111128 | |
| CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | $59.0 | 162053 | |
| CARLYLE CLO MANAGEMENT L.L.C. | $0.0 | - | |
| CSP INVESTMENT ADVISORS (HK) LIMITED | $0.0 | - | |
| CIC ADVISORS LLP | $0.0 | - | |
| TCG CAPITAL MARKETS L.L.C. | $0.0 | broker-dealer | 291767 |
| CELF ADVISORS LLP | $0.0 | 162303 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
21 active
| Name | Title |
|---|---|
| ZIOBRO, CATHERINE, LABOURE | GLOBAL CHIEF COMPLIANCE OFFICER - THE CARLYLE GROUP |
| 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
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV