The Carlyle Group

RIASEC RegisteredEst. 1996
Total AUM
$284B
Discretionary
$201B
71% of AUM
Avg account
$464M
Accounts
612
Employees
1,040
Advisory reps
7

Firm details

Headquarters
Washington, District of Columbia
CRD number
111128
Registered since
August 6, 1996
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles71.67%
  • Insurance Companies28.33%
  • Other0.01%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Carlyle Group is a multi-strategy alternative asset manager and capital allocator serving primarily institutional clients. Structured as a limited liability company and active since the mid-1990s, the firm operates across private equity, real estate, securitized assets, hedge strategies and other pooled investment vehicles. Its activities include acting as sponsor/GP and managing member of funds, providing portfolio management for pooled vehicles and for businesses or institutions, and operating as a CPO/CTA in certain businesses. Fee arrangements reported include percent-of-AUM, fixed fees and performance-based fees. The firm identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • Catherine Ziobro

    Catherine Ziobro

    Chief Compliance OfficerCRD 5642930

  • Justin Plouffe

    Justin Plouffe

    Deputy Chief Investment OfficerCRD 6223477

  • Harvey Schwartz

    Harvey Schwartz

    Member of the Board and Chief Executive OfficerCRD 1723597

Unlock 1 more executives

Contacts

3 of 3
  • Kate Heinzelman

    CRD 8307533

  • Heather Mitchell

    Heather Mitchell

    Partner, Managing DirectorCRD 6040519

  • Lindsay Lobue

    Lindsay Lobue

    Advisory Director / Retired PartnerCRD 2955144

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

District Of Columbia

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
District Of Columbia
Address
1001 Pennsylvania Ave Nw
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth