Form D · Private Equity Fund

CARLYLE GLOBAL FINANCIAL SERVICES PARTNERS, L.P.

Washington, DC · CIK 0001447320

Offering snapshot reported Mar 16, 2010 · SEC filing

Reported sold
$852M
Indefinite offering
Investors reported
58
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 19, 2008
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 16, 2010Amendment$852,250,000No comparison58SEC filing
Oct 6, 2008PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
06, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$2.27M
Form D file number
021-123279
Fees were paid in connection with sales made outside of the U.S. only

Source: Form D, filed Mar 16, 2010. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

CARLYLE GLOBAL FINANCIAL SERVICES PARTNERS

Investment adviser: CARLYLE INVESTMENT MANAGEMENT L.L.C.

Gross asset value
$6.17M
Beneficial owners
166
ADV minimum commitment
$10M

Reported in Form ADV on Jul 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LTD GEORGE TOWN, Cayman Islands Other funds reporting this name →
Custodian BANK OF AMERICA, N.A. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian JPMORGAN CHASE BANK, N.A. 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 LTD
PCAOB 1655

Fund asset history · 5 annual observations Gross asset value by annual ADV filing$0$3.91M$7.82MFY 2021: $7,816,608.00FY 2021FY 2022: $6,496,031.00FY 2022FY 2023: $6,377,486.00FY 2023FY 2024: $5,734,280.00FY 2024FY 2025: $6,173,199.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2021$7,816,608174Mar 31, 2022
2022$6,496,031170Mar 30, 2023
2023$6,377,486169Mar 27, 2024
2024$5,734,280168Mar 31, 2025
2025$6,173,199166Mar 31, 2026
Filing source

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-9108214061

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.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Carlyle Financial Services, Ltd. Promoter
William E. Conway, Jr. Director
Daniel A. D'aniello Director
Peter Nachtwey Director
David M. Rubenstein Director
N/A Tcg Financial Services L.P. Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1001 Pennsylvania Avenue, Nw Suite 220 South
Washington, DC, 20004
Phone: 202-729-5626