THE CARLYLE GROUP
Latest filing: Mar 31, 2025 (110 days ago)
AUM
$275,859,765,986
1% change vs. 1 year ago
46% change vs. 3 years ago
92% change vs. 5 years ago
142% change vs. 10 years ago
Employee Count
1,028
2% change vs. 1 year ago
15% change vs. 3 years ago
19% change vs. 5 years ago
19% change vs. 10 years ago
Main Office
WASHINGTON, DC
1001 PENNSYLVANIA AVENUE, N.W., WASHINGTON, DC, UNITED STATES, 20004-2505
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $201.4 |
| Non-Discretionary | $74.4 |
| Total | $275.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $204.2 |
| Institutional | $71.7 |
| Total | $275.9 |
| 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 | $71.7 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $71.7 |
| 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% | $71.7 |
| Total | 100% | $71.7 |
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 GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | $59.0 | 162053 | |
| ALPINVEST US HOLDINGS, LLC | $47.1 | 328458 | |
| ALPINVEST PARTNERS B.V. | $36.7 | 159215 | |
| CSL III ADVISOR, LLC | $0.5 | 316704 | |
| TC GROUP VII S1, L.P. | $0.0 | - | |
| CAP GROWTH II LUX GP, S.À R.L. | $0.0 | - | |
| TC GROUP VIII, L.P. | $0.0 | - | |
| GREENLEAF CO-INVEST PARTNERS GP, L.L.C. | $0.0 | - | |
| CAGP IV GENERAL PARTNER, L.P. | $0.0 | - | |
| CARLYLE AUSTRALIA INVESTMENT ADVISORS LIMITED | $0.0 | - | |
| CECP ADVISORS IRELAND LIMITED | $0.0 | - | |
| CAGP V GENERAL PARTNER, L.P. | $0.0 | - | |
| CARLYLE EQUITY OPPORTUNITY GP AIV, L.P. | $0.0 | - | |
| CARLYLE CLO GP, L.L.C. | $0.0 | - | |
| CETP III MANAGING GP, L.P. | $0.0 | - | |
| CRSEF GENERAL PARTNER LUX S1, S.C.SP. | $0.0 | - | |
| CARLYLE AUSTRALIA EQUITY MANAGEMENT PTY LIMITED | $0.0 | broker-dealer | - |
| CARLYLE ASIA PE ALTERNATIVE OPPORTUNITIES GP S2, L.P. | $0.0 | - | |
| CARLYLE INDIA ADVISORS PRIVATE LIMITED | $0.0 | - | |
| CPP II GENERAL PARTNER, L.P. | $0.0 | - | |
| CARLYLE EQUITY OPPORTUNITY GP, L.P. | $0.0 | - | |
| CJP CO-INVESTMENT III GP, L.P. | $0.0 | - | |
| CARLYLE PERU GP, L.P. | $0.0 | - | |
| CEP ADVISORS S.R.L. | $0.0 | - | |
| CVP II GP (CAYMAN), L.P. | $0.0 | - | |
| CER COINVEST GP, L.P. | $0.0 | - | |
| CERF GP S.À R.L. | $0.0 | - | |
| TC GROUP VI S1, L.P. | $0.0 | - | |
| CIM EUROPE S.À R.L. | $0.0 | - | |
| CSP INVESTMENT ADVISORS (HK) LIMITED | $0.0 | - | |
| CEP IV GP, L.P. | $0.0 | - | |
| CIEP II LUX GP S.À R.L. | $0.0 | - | |
| CIEP II MANAGING GP, L.P. | $0.0 | - | |
| CARLYLE INVESTMENTS (CANADA) CORPORATION | $0.0 | broker-dealer | - |
| CRSEF LUX GP S.A R.L. | $0.0 | - | |
| CAGP IV AIV GP, L.P. | $0.0 | - | |
| CARLYLE ALTERNATIVE OPPORTUNITIES GP S2, L.L.C. | $0.0 | - | |
| CIM GLOBAL, L.L.C. | $0.0 | 114795 | |
| TC GROUP VII CAYMAN, L.P. | $0.0 | - | |
| CARLYLE (BEIJING) INVESTMENT MANAGEMENT CO. LTD | $0.0 | - | |
| CJIP III GENERAL PARTNER, L.P. | $0.0 | - | |
| TC GROUP, L.L.C. | $0.0 | - | |
| CEP III MANAGING GP, L.P. | $0.0 | - | |
| CAP III GENERAL PARTNER S3, L.P. | $0.0 | - | |
| CEREP III GP, L.L.C. | $0.0 | - | |
| CEP III GP, L.P. | $0.0 | - | |
| CARLYLE REALTY V, L.P. | $0.0 | - | |
| CARLYLE REALTY VI, L.L.C. | $0.0 | - | |
| TCG FINANCIAL SERVICES (SCOT), L.P. | $0.0 | - | |
| CGP GENERAL PARTNER (DE-1), L.P. | $0.0 | - | |
| CERF II LUX GP, S.À R.L. | $0.0 | - | |
| CP GROWTH LUX GP, S.À R.L. | $0.0 | - | |
| TCG FINANCIAL SERVICES II, L.P. | $0.0 | - | |
| TCG FINANCIAL SERVICES II A1, L.P. | $0.0 | - | |
| CJP III GENERAL PARTNER, L.P. | $0.0 | - | |
| CARLYLE PRINCIPAL ALTERNATIVE OPPORTUNITIES GP, L.P. | $0.0 | - | |
| TCG HORIZON STRATEGIC GP, L.L.C. | $0.0 | - | |
| CARLYLE REAL ESTATE ADVISORS S.A.R.L. A/K/A CARLYLE REAL ESTATE ADVISORS FRANCE SARL | $0.0 | - | |
| CCIF HOLDINGS, LTD. | $0.0 | - | |
| CARLYLE ASIA LIMITED | $0.0 | broker-dealer | - |
| CARLYLE REALTY IX, L.L.C. | $0.0 | - | |
| CARLYLE CHINA REALTY GP, L.P. | $0.0 | - | |
| CAP GROWTH II GENERAL PARTNER, L.P. | $0.0 | - | |
| CETP II GP, L.P. | $0.0 | - | |
| CER NET.WORKS GP, L.P. | $0.0 | - | |
| CEOF II GP, L.P. | $0.0 | - | |
| CIM GLOBAL ASIA, L.L.C. | $0.0 | 291015 | |
| CECP INVESTMENT ADVISORS FRANCE S.A.R.L. | $0.0 | - | |
| CAP VI LUX GP, S.À R.L. | $0.0 | - | |
| CCD-CIF GENERAL PARTNER, L.P. | $0.0 | - | |
| ABV 9 GP LP | $0.0 | - | |
| ABV 9 LUX GP, S.À R.L. | $0.0 | - | |
| CAP VI GENERAL PARTNER, L.P. | $0.0 | - | |
| CJIP V GENERAL PARTNER, L.P. | $0.0 | - | |
| CJIP V LUX GP, S.À R.L. | $0.0 | - | |
| CJP V GENERAL PARTNER, L.P. | $0.0 | - | |
| CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES GP, L.L.C. | $0.0 | - | |
| CARLYLE MENA ADVISORS LIMITED | $0.0 | - | |
| CIC ADVISORS LLP | $0.0 | - | |
| CARLYLE PROPERTY INVESTORS GP, L.L.C. | $0.0 | - | |
| CEREP II MEZZANINE GP B-2, L.L.C. | $0.0 | - | |
| CARLYLE HONG KONG EQUITY MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
| CARLYLE ACCESS GP 2014, L.L.C. | $0.0 | - | |
| CARLYLE JAPAN, L.L.C. | $0.0 | - | |
| CETP II MANAGING GP, L.P. | $0.0 | - | |
| TC GROUP V CAYMAN, L.P. | $0.0 | - | |
| TC GROUP V, L.P. | $0.0 | - | |
| CP GROWTH GP, L.P. | $0.0 | - | |
| CBAM CLO MANAGEMENT LLC | $0.0 | 292086 | |
| ATLANTIC SECURITY PRIVATE EQUITY GENERAL PARTNER CARLYLE PERU GP, L.P. | $0.0 | - | |
| CERF II MANAGING GP, L.P. | $0.0 | - | |
| TC GROUP VIII LUX GP, S.À R.L. | $0.0 | - | |
| CARLYLE ALTERNATIVE OPPORTUNITIES GP S2 II, L.P. | $0.0 | - | |
| CEP III HOLDINGS LTD | $0.0 | - | |
| CARLYLE SINGAPORE INVESTMENT ADVISORS PTE LTD | $0.0 | broker-dealer | - |
| TC GROUP VI CAYMAN, L.P. | $0.0 | - | |
| TCG FINANCIAL SERVICES III, L.P. | $0.0 | - | |
| CARLYLE CLO MANAGEMENT EUROPE, LLC | $0.0 | - | |
| CAP IV GENERAL PARTNER, L.P. | $0.0 | - | |
| RIVERSTONE/CARLYLE RENEWABLE ENERGY PARTNERS II, L.P. | $0.0 | - | |
| CARLYLE/RIVERSTONE ENERGY PARTNERS II, L.P. | $0.0 | - | |
| CARLYLE STAR CO-INVESTMENT GP, L.L.C. | $0.0 | - | |
| TCG VENTURES III (CAYMAN), L.P. | $0.0 | - | |
| CGIOF GENERAL PARTNER, L.P. | $0.0 | - | |
| BRAZIL INTERNATIONALIZATION II (DELAWARE), L.L.C. | $0.0 | - | |
| CARLYLE ACCESS GP III, L.L.C. | $0.0 | - | |
| CEP IV HOLDINGS, L.L.C. | $0.0 | - | |
| CJIP CO-INVESTMENT III GP, L.P. | $0.0 | - | |
| ABINGWORTH LLP | $0.0 | 163213 | |
| CDI LUX GENERAL PARTNER S1, S.C.SP. | $0.0 | - | |
| CRSEF II MANAGING GP, L.P. | $0.0 | - | |
| ABINGWORTH GENERAL PARTNER 8 LLP | $0.0 | - | |
| ABINGWORTH GENERAL PARTNER V LLP | $0.0 | - | |
| CJIP IV LUX GP, S.À R.L, | $0.0 | - | |
| ABINGWORTH GENERAL PARTNER VII LLP | $0.0 | - | |
| CGP GENERAL PARTNER II S1, L.P. | $0.0 | - | |
| CJP IV LUX GP, S.À R.L | $0.0 | - | |
| CETP V LUX GP S.A R.L. | $0.0 | - | |
| CRSEF II LUX GP, S.A R.L. | $0.0 | - | |
| CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES II GP, L.P. | $0.0 | - | |
| ABINGWORTH CCD GENERAL PARTNER LLP | $0.0 | - | |
| CIEP GENERAL PARTNER, L.P. | $0.0 | - | |
| ABINGWORTH CCD 2 GENERAL PARTNER LLP | $0.0 | - | |
| PT CARLYLE INDONESIA ADVISORS | $0.0 | - | |
| CEP V MANAGING GP, L.P. | $0.0 | - | |
| CJP IV GENERAL PARTNER, L.P. | $0.0 | - | |
| CARLYLE/RIVERSTONE ENERGY PARTNERS III, L.P. | $0.0 | - | |
| CARLYLE BERATUNGS GMBH | $0.0 | - | |
| CAP GROWTH I GENERAL PARTNER, L.P. | $0.0 | - | |
| TCG FINANCIAL SERVICES III AIV, L.P. | $0.0 | - | |
| CARLYLE ACCESS GP IV, L.L.C. | $0.0 | - | |
| CPE BUYOUT GP S.À R.L. | $0.0 | - | |
| CARLYLE PACIFIC GP, L.P. | $0.0 | - | |
| CSG MANAGER, LLC | $0.0 | - | |
| CEP V LUX GP S.À R.L. | $0.0 | - | |
| CEP II GP, L.P. | $0.0 | - | |
| TCG VENTURES III, L.P. | $0.0 | - | |
| CARLYLE CLO MANAGEMENT L.L.C. | $0.0 | 291017 | |
| ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, L.L.C. | $0.0 | - | |
| ABINGWORTH GENERAL PARTNER VI LLP | $0.0 | - | |
| CARLYLE INSURANCE SOLUTIONS MANAGEMENT L.L.C. | $0.0 | 325569 | |
| CEOF AIV GP CAYMAN, L.P. | $0.0 | - | |
| CARLYLE MENA GENERAL PARTNER, L.P. | $0.0 | - | |
| CARLYLE AUSTRALIA REAL ESTATE ADVISORS PTY LTD | $0.0 | - | |
| CHINA CMA GP, L.P. | $0.0 | - | |
| CARLYLE REALTY VII, L.L.C. | $0.0 | - | |
| CRP III AIV GP, L.P. | $0.0 | - | |
| CEP IV MANAGING GP HOLDINGS, LTD. | $0.0 | - | |
| CETP III GP, L.P. | $0.0 | - | |
| TCG FINANCIAL SERVICES, L.P. | $0.0 | - | |
| CCIF GP, L.P. | $0.0 | - | |
| CGP GENERAL PARTNER, L.P. | $0.0 | - | |
| CIP U.S. DIRECT GP, L.P. | $0.0 | - | |
| TC GROUP VI - F, L.L.C. | $0.0 | - | |
| CARLYLE REAL ESTATE SOCIETÀ DI GESTIONE DEL RISPARMIO S.P.A. | $0.0 | - | |
| CSSAF HOLDINGS LIMITED | $0.0 | - | |
| CARLYLE CAVALIER GP, L.P. | $0.0 | - | |
| CARLYLE JAPAN EQUITY MANAGEMENT L.L.C. | $0.0 | broker-dealer | - |
| CARLYLE MENA (GCC) GENERAL PARTNER LIMITED | $0.0 | - | |
| CGP II LUX GP, S.À R.L. | $0.0 | - | |
| CETP V MANAGING GP, L.P. | $0.0 | - | |
| CARLYLE INFRASTRUCTURE GENERAL PARTNER, L.P. | $0.0 | - | |
| CARLYLE BRASIL CONSULTORIA EM INVESTIMENTOS LTDA. | $0.0 | - | |
| CARLYLE REAL ESTATE ADVISORS LLP | $0.0 | - | |
| CAP V GENERAL PARTNER, L.P. | $0.0 | - | |
| TC GROUP VI S1-F, L.L.C. | $0.0 | - | |
| CAP III GENERAL PARTNER, L.P. | $0.0 | - | |
| CARLYLE MENA INVESTMENT ADVISORS LIMITED | $0.0 | - | |
| CJIP IV GENERAL PARTNER, L.P. | $0.0 | - | |
| THE CARLYLE GROUP ESPANA, SL | $0.0 | - | |
| CARLYLE ACCESS GP 2015, L.L.C. | $0.0 | - | |
| TC GROUP VI, L.P. | $0.0 | - | |
| TCG VENTURES II, L.P. | $0.0 | - | |
| CARLYLE MANAGEMENT HONG KONG LIMITED | $0.0 | - | |
| CARLYLE KOREA LTD | $0.0 | - | |
| CEP II HOLDINGS LTD | $0.0 | - | |
| CRP V AIV GP, L.P. | $0.0 | - | |
| CSABF GENERAL PARTNER, L.P. | $0.0 | - | |
| CERF MANAGING GP, L.P. | $0.0 | - | |
| TC GROUP V - US, L.P. | $0.0 | - | |
| CGIOF GENERAL PARTNER S1, L.P. | $0.0 | - | |
| TC GROUP VII, L.P. | $0.0 | - | |
| CP V LANDMARK GP L.L.C. | $0.0 | - | |
| CARLYLE IDF MANAGEMENT L.L.C. | $0.0 | 291018 | |
| CARLYLE INVESTMENT CONSULTING (SHANGHAI) CO. LTD | $0.0 | - | |
| TCG CAPITAL MARKETS L.L.C. | $0.0 | broker-dealer | 291767 |
| CELF ADVISORS LLP | $0.0 | 162303 | |
| CER BERLIN RP CO-INVESTMENT GP, L.P. | $0.0 | - | |
| CEOF II DE GP TITAN, L.L.C. | $0.0 | - | |
| CARLYLE FRL GP, L.L.C. | $0.0 | - | |
| CEP IV MANAGING GP, L.P. | $0.0 | - | |
| CIP DIRECT GP (CAYMAN), L.P. | $0.0 | - | |
| CARLYLE POWER GENERAL PARTNER, L.P. | $0.0 | - | |
| CETP IV LUX GP, S.A R.L. | $0.0 | - | |
| CECP ADVISORS LLP | $0.0 | - | |
| CEOF II DE AIV GP, L.P. | $0.0 | - | |
| CARLYLE MAURITIUS INVESTMENT ADVISORS, LTD | $0.0 | - | |
| CSSAF MANAGING PARTNERSHIP, L.P. | $0.0 | - | |
| CARLYLE PERU CONSULTORIA DE INVERSIONES S.R.L. | $0.0 | - | |
| CSSAF GENERAL PARTNER (SA) PARTNERSHIP | $0.0 | - | |
| CAP III GENERAL PARTNER (SCOT), L.P. | $0.0 | - | |
| CETP IV MANAGING GP, L.P. | $0.0 | - | |
| CARLYLE ASIA INVESTMENT ADVISORS LIMITED | $0.0 | - | |
| RIVERSTONE/CARLYLE ENERGY PARTNERS IV, L.P. | $0.0 | - | |
| CGP GENERAL PARTNER II, L.P. | $0.0 | - | |
| CARLYLE REALTY IX LUX GP, S.À R.L. | $0.0 | - | |
| CARLYLE SPINNAKER PARTNERS 1 GP, L.L.C. | $0.0 | - | |
| CREA GERMANY GMBH | $0.0 | - | |
| CJP IV CO-INVESTMENT GP, L.P. | $0.0 | - | |
| CARLYLE REALTY VIII, L.L.C. | $0.0 | - | |
| TCG FINANCIAL SERVICES-A, L.P. | $0.0 | - | |
| TC GROUP V S1, L.P. | $0.0 | - | |
| CJIP IV CO-INVESTMENT GP, L.P. | $0.0 | - | |
| CARLYLE MAURITIUS CIS INVESTMENT MANAGEMENT LIMITED | $0.0 | 291019 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
19 active
| Name | Title |
|---|---|
| CONWAY, WILLIAM, ELIAS | CO-FOUNDER - THE CARLYLE GROUP |
| D'ANIELLO, DANIEL, ANTHONY | CO-FOUNDER - THE CARLYLE GROUP |
| RUBENSTEIN, DAVID, MARK | CO-FOUNDER - THE CARLYLE GROUP |
| FERGUSON, JEFFREY, WILLIAM | MANAGING DIRECTOR/GENERAL COUNSEL - THE CARLYLE GROUP |
| ZIOBRO, CATHERINE, LABOURE | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER - THE CARLYLE GROUP |
| FINN, CHRISTOPHER | MANAGING DIRECTOR/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 % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $275.9 | $0.0 | 0% | 1,028 | 0 | 0% |
| 2025-04-21 | $275.9 | $0.0 | 0% | 1,028 | 0 | 0% |
| 2024-04-02 | $273.6 | $2.3 | 1% | 1,010 | 18 | 2% |
| 2023-04-04 | $244.0 | $31.9 | 13% | 1,018 | 10 | 1% |
| 2022-04-01 | $188.6 | $87.3 | 46% | 894 | 134 | 15% |
| 2021-04-05 | $151.2 | $124.6 | 82% | 882 | 146 | 17% |
| 2020-04-01 | $143.8 | $132.1 | 92% | 864 | 164 | 19% |
| 2019-04-01 | $135.7 | $140.2 | 103% | 1,002 | 26 | 3% |
| 2018-04-02 | $124.2 | $151.6 | 122% | 909 | 119 | 13% |
| 2017-04-01 | $103.1 | $172.8 | 168% | 949 | 79 | 8% |
| 2016-04-01 | $112.9 | $163.0 | 144% | 932 | 96 | 10% |
| 2015-04-01 | $113.8 | $162.0 | 142% | 865 | 163 | 19% |
| 2014-04-01 | $108.6 | $167.3 | 154% | 860 | 168 | 20% |
| 2013-04-01 | $98.3 | $177.6 | 181% | 775 | 253 | 33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| DC, MA-03/30/2023, TX-03/30/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV