Form D · Private Equity Fund

Carlyle Partners VII, L.P.

Washington, DC · CIK 0001723129

Offering snapshot reported Aug 23, 2018 · SEC filing

Reported sold
$17B
Offering amount: $17B
Investors reported
427
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Nov 29, 2017
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$8.5B$17BNov 24, 2017Jan 4, 2018: $13,136,960,000.00Feb 7, 2018: $14,370,410,000.00Mar 14, 2018: $15,574,930,000.00May 25, 2018: $16,261,203,250.00Jul 12, 2018: $16,997,521,750.00Aug 23, 2018: $16,978,290,308.00Aug 23, 2018

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$16,997,521,750 → $16,978,290,308
  • Reported investors432 → 427

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 23, 2018Amendment$16,978,290,308-$19,231,442vs Jul 12, 2018427SEC filing
Jul 12, 2018Amendment$16,997,521,750$736,318,500vs May 25, 2018432SEC filing
May 25, 2018Amendment$16,261,203,250$686,273,250vs Mar 14, 2018416SEC filing
Mar 14, 2018Amendment$15,574,930,000$1,204,520,000vs Feb 7, 2018389SEC filing
Feb 7, 2018Amendment$14,370,410,000$1,233,450,000vs Jan 4, 2018373SEC filing
Jan 4, 2018Amendment$13,136,960,000No comparison357SEC filing
Nov 24, 2017InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$12.8M
Finders' fees
$0
Form D file number
021-299435
Employees of affiliate of GP ("Carlyle") involved in the placement of Issuer interest receive compensation in part based on the amount of capital raised for the Issuer, such compensation is borne by Carlyle and not the Issuer's investors.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
TCG Securities, L.L.C.154788TCG Securities, L.L.C. · CRD 154788
Moneda S.A. Administradora General de FondosNone
KB Investment & Securities Co., Ltd.None
Noah Holdings (Hong Kong) LimitedNone
The Hongkong and Shanghai Banking Corporation Limited, Private Banking DivisionNone
The Hongkong and Shanghai Banking Corporation Limited, Singapore Branch, Private Banking DivisionNone
HSBC Private Bank (Suisse) SANone
HSBC Private Bank (UK) LimitedNone
HSBC Private Banking, a division of HSBC Bank USA, N.A.None
HSBC Private Bank InternationalNone
Etgal Holdings, Ltd.None
Korea Investment & SecuritiesNone
Butterfield Asset Management LimitedNone
Morgan Stanley Smith Barney LLC149777Morgan Stanley Smith Barney LLC · CRD 149777
Moneda Asset Management S.A.None
Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Merrill Lynch, Pierce, Fenner & Smith Incorporated · CRD 7691

Source: Form D, filed Aug 23, 2018. 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 PARTNERS VII

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

Gross asset value
$22.2B
Beneficial owners
822
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 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 asset history · 5 annual observations Gross asset value by annual ADV filing$0$11.4B$22.8BFY 2021: $21,349,760,679.00FY 2021FY 2022: $21,913,117,095.00FY 2022FY 2023: $22,543,848,873.00FY 2023FY 2024: $22,764,487,556.00FY 2024FY 2025: $22,219,099,002.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2021$21,349,760,679881Mar 31, 2022
2022$21,913,117,095872Mar 30, 2023
2023$22,543,848,873837Mar 27, 2024
2024$22,764,487,556835Mar 31, 2025
2025$22,219,099,002822Mar 31, 2026
Filing source

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-1447848198

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
Jeremy W. Anderson Executive
William E. Conway, Jr. Executive
Daniel A. D'aniello Executive
Norma Kuntz Executive
Thomas B. Mayrhofer Executive
David B. Pearson Executive
David M. Rubenstein Executive
N/A Tc Group Vii, L.L.C. Promoter
N/A Tc Group Vii, L.P. Promoter
Ryan R. Toteja Executive

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