The Carlyle Group

RIASEC Registered
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 diversified investment manager organized as a limited liability company that manages pooled investment vehicles and provides portfolio management for institutional clients and businesses. It operates across multiple strategies — private equity, real estate, securitized assets, hedge funds and other alternative structures — and is identified as a capital allocator and sponsor/GP of pooled vehicles. The firm is registered with the SEC (registration year: 1996). Its fee arrangements include percentage-of-AUM charges, fixed fees and performance-based fees, and it lists commodity pool operator/commodity trading advisor (CPO/CTA) activity among its business functions. The firm also reports active ESG investing practices.

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

FINTRX

Contacts

FINTRX

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