Investment adviser · CRD 111128
THE CARLYLE GROUP
CARLYLE INVESTMENT MANAGEMENT L.L.C.
WASHINGTON, DC, United States · Form ADV filed Mar 27, 2024
- Regulatory AUM
- $274B Form ADV · Item 5.F
- Client accounts
- 639 Accounts, not individual clients
- Employees
- 1,010 Reported in this filing
- Advisory professionals
- 311 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $188,588,265,818 | 894 | Mar 31, 2022 |
| 2022 | $243,968,240,347 | 1,018 | Mar 30, 2023 |
| 2023 | $273,608,034,966 | 1,010 | Mar 27, 2024 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 622 | $197,878,183,228 | 72.3% |
| Insurance companies | 14 | $74,870,352,597 | 27.4% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $841,080,920 | 0.3% |
| Other clients | Fewer than 5 | $18,418,221 | 0.0% |
| Government entities | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1815139 · Mar 27, 2024 · Item 5.D
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
BNP PARIBAS
Custodian · funds reporting this exact name in the selected filing
These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.
Private funds & service providers
286 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
CARLYLE PARTNERS VIIPrivate Equity Fund · Master$22.5BGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-1447848198
- Reported beneficial owners
- 837
- Minimum commitment
- $10M
- Form D file number
- 021-299435
Form ADV 1815139 · Mar 27, 2024 · Schedule D 7.B.(1)
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CARLYLE PARTNERS VIIIPrivate Equity Fund · Master$8.46BGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-9165574867
- Reported beneficial owners
- 824
- Minimum commitment
- $10M
- Form D file number
- 021-412711
Form ADV 1815139 · Mar 27, 2024 · Schedule D 7.B.(1)
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CARLYLE EUROPE PARTNERS VPrivate Equity Fund · Master$7.83BGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-9893673582
- Reported beneficial owners
- 571
- Minimum commitment
- $10.8M
- Form D file number
- 021-310617
Form ADV 1815139 · Mar 27, 2024 · Schedule D 7.B.(1)
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CARLYLE ASIA PARTNERS VPrivate Equity Fund · Master$6.36BGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LTD
PCAOB 1655
Fund details & source
- Fund ID
- 805-6397956440
- Reported beneficial owners
- 373
- Minimum commitment
- $5M
- Form D file number
- 021-297616
Form ADV 1815139 · Mar 27, 2024 · Schedule D 7.B.(1)
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CARLYLE PROPERTY INVESTORS, L.P.Real Estate Fund$6.12BGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
ICAPITAL ADVISORS, LLC
CRD 177513 · SEC 801-106690
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702
TCG CAPITAL MARKETS L.L.C.
CRD 291767 · SEC 8-70061
Fund details & source
- Fund ID
- 805-8764744802
- Reported beneficial owners
- 194
- Minimum commitment
- $10M
- Form D file number
- 021-247373
Form ADV 1815139 · Mar 27, 2024 · Schedule D 7.B.(1)
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CARLYLE PARTNERS VIPrivate Equity Fund · Master$5.43BGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LTD
PCAOB 1655
Fund details & source
- Fund ID
- 805-2983118548
- Reported beneficial owners
- 680
- Minimum commitment
- $10M
- Form D file number
- 021-178373
Form ADV 1815139 · Mar 27, 2024 · Schedule D 7.B.(1)
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CARLYLE REALTY PARTNERS IXReal Estate Fund · Master$4.37BGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-2192600446
- Reported beneficial owners
- 345
- Minimum commitment
- $5M
- Form D file number
- 021-404334
Form ADV 1815139 · Mar 27, 2024 · Schedule D 7.B.(1)
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Oct 4, 2023 · previous imported filing
- Regulatory AUM$243,968,240,347 → $273,608,034,966
- Client accounts632 → 639
- Employees1,018 → 1,010
Filing source
Form ADV 1815139 · Mar 27, 2024 · Items 1 & 5
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $195B
- Non-discretionary
- $78.3B
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1001 PENNSYLVANIA AVENUE, N.W., SUITE 220 SOUTHWASHINGTON, DC, 20004-2505, United States
CRD 111128
Filing source
Form ADV 1815139 · Mar 27, 2024 · Items 1 & 5
Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.