Investment adviser · CRD 111128

THE CARLYLE GROUP

CARLYLE INVESTMENT MANAGEMENT L.L.C.

WASHINGTON, DC, United States · Form ADV filed Jul 7, 2026

Regulatory AUM
$284B
Form ADV · Item 5.F
Client accounts
612
Accounts, not individual clients
Employees
1,040
Reported in this filing
Advisory professionals
317
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$142B$284BFY 2021: $188,588,265,818.00FY 2021FY 2022: $243,968,240,347.00FY 2022FY 2023: $273,608,034,966.00FY 2023FY 2024: $275,860,000,000.00FY 2024FY 2025: $283,814,531,141.00FY 2025

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.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$188,588,265,818894Mar 31, 2022
2022$243,968,240,3471,018Mar 30, 2023
2023$273,608,034,9661,010Mar 27, 2024
2024$275,860,000,0001,028Mar 31, 2025
2025$283,814,531,1411,040Mar 31, 2026

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles595$203,401,503,81071.7%
Insurance companies15$80,392,086,42928.3%
Other clientsFewer than 5$20,940,9020.0%
Government entitiesFewer than 5Not reportedNot reported
Filing source

Form ADV 2115592 · Jul 7, 2026 · Item 5.D

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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.

ERNST & YOUNG LTD

Auditor · 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.

Showing the first 50 funds.

Private funds & service providers

314 detailed fund records

Largest 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$22.2BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States Other funds reporting this name →
Custodian BANK OF AMERICA, NA NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. HOUSTON, Texas, United States Related to adviser: No Other funds reporting this name →
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
822
Minimum commitment
$10M
Form D file number
021-299435

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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$14.3BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States Other funds reporting this name →
Custodian BANK OF AMERICA, NA NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian SOCIETE GENERALE LUXEMBOURG CITY, Luxembourg Related to adviser: No Other funds reporting this name →
Custodian THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.. HOUSTON, Texas, United States Related to adviser: No Other funds reporting this name →
Marketer MONEDA INTERNATIONAL INC SANTIAGO, Chile Related to adviser: No Other funds reporting this name →
Marketer TCG CAPITAL MARKETS L.L.C. NEW YORK, New York, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

ERNST & YOUNG LLP
PCAOB 42

TCG CAPITAL MARKETS L.L.C.
CRD 291767 · SEC 8-70061

Fund details & source
Fund ID
805-9165574867
Reported beneficial owners
795
Minimum commitment
$10M
Form D file number
021-412711

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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$7.34BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States Other funds reporting this name →
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →
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
327
Minimum commitment
$5M
Form D file number
021-404334

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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$6.96BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SEI, INC. OAKS, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States Other funds reporting this name →
Custodian BANK OF AMERICA, NA NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Marketer MONEDA INTERNATIONAL INC SANTIAGO, Chile Related to adviser: No Other funds reporting this name →
Marketer TCG CAPITAL MARKETS L.L.C. NEW YORK, New York, United States Related to adviser: Yes Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG LLP
PCAOB 42

TCG CAPITAL MARKETS L.L.C.
CRD 291767 · SEC 8-70061

Fund details & source
Fund ID
805-8764744802
Reported beneficial owners
257
Minimum commitment
$10M
Form D file number
021-247373

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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$6.65BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Auditor ERNST & YOUNG LTD GEORGE TOWN, Cayman Islands Other funds reporting this name →
Custodian BANK OF AMERICA, NA (NEW YORK) NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian HSBC BANK (MAURITIUS) LIMITED EBENE, Mauritius Related to adviser: No Other funds reporting this name →
Custodian SOCIETE GENERALE LUXEMBOURG CITY, Luxembourg Related to adviser: No Other funds reporting this name →
Custodian WELLS FARGO BANK, N.A. WASHINGTON, District of Columbia, United States Related to adviser: No Other funds reporting this name →
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
363
Minimum commitment
$5M
Form D file number
021-297616

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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$6.06BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States Other funds reporting this name →
Custodian SOCIETE GENERALE LONDON, United Kingdom Related to adviser: No Other funds reporting this name →
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
562
Minimum commitment
$11.7M
Form D file number
021-310617

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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 VIIIReal Estate Fund · Master$3.2BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States Other funds reporting this name →
Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →
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
805-2580717802
Reported beneficial owners
345
Minimum commitment
$5M
Form D file number
021-286003

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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 Mar 31, 2026 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 2115592 · Jul 7, 2026 · Items 1 & 5

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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
$201B
Non-discretionary
$83.1B

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 SOUTH
WASHINGTON, DC, 20004-2505, United States

CRD 111128

Filing source

Form ADV 2115592 · Jul 7, 2026 · Items 1 & 5

Reported by CARLYLE INVESTMENT MANAGEMENT L.L.C. (CRD 111128).

Other-Than Anual Amendment For Registered Adviser.

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.