The Carlyle Group
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 111128
- Registered since
- August 6, 1996
- Website
- www.carlyle.com
- 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
FINTRXOverview
The Carlyle Group is a multi-strategy alternative asset manager organized as an LLC and active since the mid-1990s. It operates across private equity, real estate, securitized assets, hedge strategies and other pooled vehicles, and it functions both as a sponsor/GP and as a capital allocator to third-party managers. Its client base is institutional, and its advisory scope includes managing pooled investment vehicles and providing portfolio management services to businesses and institutions. The firm employs a mix of fee models — percent-of-AUM, fixed fees and performance-based fees — and is identified as an active ESG investor. Regulatory filings indicate CPO/CTA activity as part of its business activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 4
Catherine Ziobro
Chief Compliance OfficerCRD 5642930

Justin Plouffe
Deputy Chief Investment OfficerCRD 6223477

Harvey Schwartz
Member of the Board and Chief Executive OfficerCRD 1723597
Contacts
3 of 3Kate Heinzelman
CRD 8307533

Heather Mitchell
Partner, Managing DirectorCRD 6040519

Lindsay Lobue
Advisory Director / Retired PartnerCRD 2955144
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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