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 operates as a multifaceted investment manager organized as an LLC and registered with the SEC since 1996. It functions across private equity, hedge fund, real estate, securitized assets and other alternative strategies, and describes itself as a capital allocator to institutional clients. The firm performs portfolio management for pooled vehicles and for business or institutional mandates, and it also has CPO/CTA activities. Fee arrangements include asset-based fees, fixed fees and performance fees. Carlyle is identified as an active ESG investor and maintains affiliations that include broker-dealer relationships, other advisory activities, and roles as sponsor, general partner and managing member of pooled investment vehicles.
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 4CATHERINE 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 3JEFFREY FERGUSON
Managing DirectorCRD 4650762
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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