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RIA / WealthPrivate fundprivate equity fund3(c)(7)master fund

CARLYLE PARTNERS V

advised by THE CARLYLE GROUP

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea429f1f-5750-3eac-6b47-0d77afe4f1b7

Data as of Jul 3, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 3
Observed: Mar 28, 2013 to Jul 3, 2024
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

CARLYLE PARTNERS V, L.P.

Private fund · cited, shared adv fund id

Private Equityidentity

Carlyle Partners V, L.P.

Private equity fund · cited, shared adv fund id

Allocatorsidentity

Carlyle Partners V, L.P.

Vehicle with allocator commitments · cited, shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: THE CARLYLE GROUPCRD 111128
Fund type: Private Equity Fund
Latest reported GAV: $1.1Bgross asset value on Schedule D 7.B(1), as of 2024-07-03; never fund size
Peak reported GAV: $13B
Beneficial owners: 613
Minimum investment: $10.0M
Owned by the adviser: 600%
Owned by funds of funds: 3200%
Owned by non-US persons: 3200%
Clients solicited: no
Form D file number: 021-104981an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 28, 2013
Last reported: Jul 3, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 28
Fund id: 805-1321304614

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 3, 2024	$1.1B	613	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 27, 2024	$1.1B	613	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Oct 4, 2023	$1.3B	625	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 30, 2023	$1.3B	625	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Feb 16, 2023	$1.6B	633	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Feb 16, 2023	$1.6B	633	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Aug 30, 2022	$1.6B	633	$10.0M	600.0%	yes	CARLYLE PARTNERS V
May 5, 2022	$1.6B	633	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 31, 2022	$1.6B	633	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 31, 2021	$1.9B	640	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Oct 16, 2020	$2.5B	646	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Oct 16, 2020	$2.5B	646	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 30, 2020	$2.5B	646	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Jan 6, 2020	$2.8B	655	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 29, 2019	$2.8B	655	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 30, 2018	$3.7B	698	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Nov 14, 2017	$4.9B	698	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Nov 14, 2017	$4.9B	698	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 30, 2017	$4.9B	698	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Apr 4, 2016	$9.1B	715	$10.0M	500.0%	yes	CARLYLE PARTNERS V
Mar 30, 2016	$9.1B	715	$10.0M	500.0%	yes	CARLYLE PARTNERS V
Feb 26, 2016	$13B	722	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Feb 4, 2016	$13B	722	$10.0M	600.0%	yes	CARLYLE PARTNERS V
May 13, 2015	$13B	722	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 30, 2015	$13B	722	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Dec 22, 2014	$13B	779	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 28, 2014	$13B	779	$10.0M	600.0%	yes	CARLYLE PARTNERS V
Mar 28, 2013	$11B	878	$10.0M	600.0%	yes	CARLYLE PARTNERS V

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC	AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC	Seattle	Washington	United States	no	n/a
BANCO SANTANDER BRASIL	BANCO SANTANDER BRASIL	SAO PAOLO	n/a	Brazil	no	n/a
BANK OF AMERICA, NA	BANK OF AMERICA, NA	NEW YORK	New York	United States	no	n/a
JPMORGAN CHASE BANK, N.A.	JPMORGAN CHASE BANK, N.A.	NEW YORK	New York	United States	no	n/a
JPMORGAN CHASE BANK, N.A.	JPMORGAN CHASE BANK, N.A.	Newark	Delaware	United States	no	n/a
THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A	THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A	Houston	Texas	United States	no	n/a
WELLS FARGO BANK, N.A.	WELLS FARGO BANK, N.A.	Washington	District of Columbia	United States	no	n/a

Relationships

Advises (1)

← THE CARLYLE GROUPRegistered adviserPrivate Equity Fund, IA
Mar 28, 2013 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea429f1f-5750-3eac-6b47-0d77afe4f1b7
First observed: Mar 28, 2013
Last observed: Jul 3, 2024 26 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CARLYLE PARTNERS V

advised by THE CARLYLE GROUP

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea429f1f-5750-3eac-6b47-0d77afe4f1b7

Data as of Jul 3, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:23 PM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jul 3, 2024

$1.1B

613

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 27, 2024

$1.1B

613

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Oct 4, 2023

$1.3B

625

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 30, 2023

$1.3B

625

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Feb 16, 2023

$1.6B

633

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Feb 16, 2023

$1.6B

633

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Aug 30, 2022

$1.6B

633

$10.0M

600.0%

yes

CARLYLE PARTNERS V

May 5, 2022

$1.6B

633

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 31, 2022

$1.6B

633

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 31, 2021

$1.9B

640

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Oct 16, 2020

$2.5B

646

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Oct 16, 2020

$2.5B

646

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 30, 2020

$2.5B

646

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Jan 6, 2020

$2.8B

655

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 29, 2019

$2.8B

655

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 30, 2018

$3.7B

698

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Nov 14, 2017

$4.9B

698

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Nov 14, 2017

$4.9B

698

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 30, 2017

$4.9B

698

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Apr 4, 2016

$9.1B

715

$10.0M

500.0%

yes

CARLYLE PARTNERS V

Mar 30, 2016

$9.1B

715

$10.0M

500.0%

yes

CARLYLE PARTNERS V

Feb 26, 2016

$13B

722

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Feb 4, 2016

$13B

722

$10.0M

600.0%

yes

CARLYLE PARTNERS V

May 13, 2015

$13B

722

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 30, 2015

$13B

722

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Dec 22, 2014

$13B

779

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 28, 2014

$13B

779

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Mar 28, 2013

$11B

878

$10.0M

600.0%

yes

CARLYLE PARTNERS V

Custodian

Legal name

City

State

Country

Related person

SEC number

AMERICAN STOCK TRANSFER & TRUST COMPANY, LLC

Seattle

Washington

United States

n/a

BANCO SANTANDER BRASIL

SAO PAOLO

n/a

Brazil

n/a

BANK OF AMERICA, NA

NEW YORK

New York

United States

n/a

JPMORGAN CHASE BANK, N.A.

NEW YORK

New York

United States

n/a

JPMORGAN CHASE BANK, N.A.

Newark

Delaware

United States

n/a

THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A

Houston

Texas

United States

n/a

WELLS FARGO BANK, N.A.

Washington

District of Columbia

United States

n/a