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 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 |
| 2024 | $275,860,000,000 | 1,028 | Mar 31, 2025 |
| 2025 | $283,814,531,141 | 1,040 | Mar 31, 2026 |
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 | 595 | $203,401,503,810 | 71.7% |
| Insurance companies | 15 | $80,392,086,429 | 28.3% |
| Other clients | Fewer than 5 | $20,940,902 | 0.0% |
| Government entities | Fewer than 5 | Not reported | Not 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.
JPMORGAN CHASE BANK, N.A.
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.
- CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY FUND
- CARLYLE GLOBAL PARTNERS
- CARLYLE PARTNERS VI
- CARLYLE U.S. EQUITY OPPORTUNITY FUND II
- CARLYLE EUROPE PARTNERS IV
- CARLYLE STARFRUIT COINVESTMENT, L.P.
- CARLYLE INTERNATIONAL ENERGY PARTNERS
- CARLYLE SPINNAKER PARTNERS 1, L.P.
- GREENLEAF CO-INVEST PARTNERS, L.P.
- CARLYLE PARTNERS GROWTH
- CARLYLE PARTNERS V
- CARLYLE GLOBAL FINANCIAL SERVICES PARTNERS II
- CARLYLE ALTERNATIVE OPPORTUNITIES FUND, L.P.
- CARLYLE PRINCIPAL ALTERNATIVE OPPORTUNITIES FUND, L.P.
- CARLYLE ASIA PARTNERS IV
- CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES FUND II
- CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES FUND
- VARO COINVESTMENT II C.V.
- VARO COINVESTMENT, L.P.
- CARLYLE REALTY PARTNERS VI
- CARLYLE ASIA PE ALTERNATIVE OPPORTUNITIES FUND
- CARLYLE EUROPE TECHNOLOGY PARTNERS III
- CARLYLE PERU FUND
- CARLYLE CLO COINVESTORS, L.P.
- CARLYLE ODIN PARTNERS
- CARLYLE JAPAN PARTNERS III
- CARLYLE ARIANE PARTNERS, L.P.
- CARLYLE ASIA PE ALTERNATIVE OPPORTUNITIES FUND II
- CARLYLE EUROPE CLO COINVESTORS, L.P.
- CARLYLE ETPE ALTERNATIVE OPPORTUNITIES FUND, L.P.
- CARLYLE POWER PARTNERS II
- CARLYLE EUROPE PARTNERS III
- CARLYLE RETAIL TURKEY PARTNERS, L.P.
- CARLYLE PACIFIC CO-INVESTMENT PARTNERS, L.P.
- CARLYLE CARDINAL IRELAND FUND
- CARLYLE POWER OPPORTUNITIES CAPITAL PARTNERS
- CARLYLE FBIE II COINVESTMENT, L.P.
- CARLYLE GLOBAL FINANCIAL SERVICES PARTNERS
- DISCOVER COINVESTMENT, L.P.
- CARLYLE U.S. EQUITY OPPORTUNITY FUND
- CARLYLE RI-HAPPY COINVESTMENT, L.P.
- CARLYLE SOUTH AMERICA BUYOUT FUND
- CPP II SOUTHEAST GEN COINVESTMENT, L.P.
- CARLYLE RI-HAPPY/PBKIDS COINVESTMENT, L.P.
- CARLYLE INFRASTRUCTURE PARTNERS
- CARLYLE EUROPE PARTNERS II
- CARLYLE JJ PARTNERS, L.P.
- CARLYLE U.S. GROWTH FUND III
- CCMA, L.P.
- CARLYLE TOK&STOK COINVESTMENT, L.P.
Showing the first 50 funds.
Private funds & service providers
314 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$22.2BGross 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
- 805-1447848198
- 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.
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.
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.
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.
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.
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.
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 SOUTHWASHINGTON, 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.