DFX Intelligence

Private Equity Intelligence

Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

Firms / The Carlyle Group

The Carlyle Group

Buyout firmLarge capWashington, DCcarlyle.comSEC registered investment adviser

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 481 of 787 distinct vehicles are sworn Private Equity Funds; 158 reported gross assets on a filing in 2022 or later
Size band: Large capdefined by: proxy: $105.82bn Private Equity Fund GAV on the Form ADV filed 2024-07-03
Strategies: GROWTH EQUITY, INFRASTRUCTURE, PRIVATE CREDIT, REAL ESTATE PE, SECONDARIES

Classification history (3)

Sep 16, 2026
Buyout firm (confirmed, 85%, cls-pe-2)
R6: 481 of 787 distinct vehicles are sworn Private Equity Funds; 158 reported gross assets on a filing in 2022 or later
Sep 16, 2026
Buyout firm (confirmed, 85%, cls-pe-2)
R6: 481 of 787 distinct vehicles are sworn Private Equity Funds; 158 reported gross assets on a filing in 2022 or later
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 481 of 787 distinct vehicles are sworn Private Equity Funds; 159 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 30, 2012 to Jul 3, 2024
RAUM: $274Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 167
PE fund GAV, latest filing: $106Breported gross assets (Form ADV), not fund size
All private fund GAV: $167Bevery private fund type, latest filing
2024 PE fund GAV: $105Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 61%
Fund type mix: filed 2024-07-03, latest gav Real Estate Fund $20B, Private Equity Fund $106B, Securitized Asset Fund $42B, latest counts Real Estate Fund 34, Private Equity Fund 167, Securitized Asset Fund 85, lifetime distinct Hedge Fund 4, Real Estate Fund 164, Other Private Fund 6, Private Equity Fund 481, Securitized Asset Fund 132
Employees: 1,010
Headquarters: Washington, DC
Office address: 1001 PENNSYLVANIA AVENUE, N.W., SUITE 220 SOUTH, Washington, DC, 20004-2505
Business phone: 202-729-5626

Stated criteria beside observed behaviour

4 observed deals

Stated by the firm

Sectors: not stated or not yet read
Geography: not stated or not yet read
Revenue: not stated or not yet read
EBITDA: not stated or not yet read
Enterprise value: not stated or not yet read
Equity check: not stated or not yet read
Control: not stated or not yet read
Thesis: not stated or not yet read

Observed from deals on record

roles: add on 1, unknown 1, platform 2
period: to 2026-05-20, from 2020-12-07, undated holdings 1, dated observations 6
window: last 2026-05-20, first 2020-12-07
control: control 2, unknown 2
companies: 4
geography: count 1, share 0.25, value CA
investments: 4
seller kinds
transactions: 3
cadence by year: 2020 platforms 1, 2021 other deals 1, 2026 add ons 1
platform add on: add ons 1, platforms 2, add ons per platform unknown
sector known for: 1
disclosed value usd: n 0
sector distribution: count 1, share 0.25, value software, examples NEOGOV
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.25, value software, examples NEOGOV

4 companies on the graph (3 transactions); most in software (1); 2 platforms and 1 add-ons; observed 2020 to 2026

Funds

300 on record, 139 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
ACCD 3 Coinvestment, L.P.	Co-investment vehicle	2025 Form D first sale	unknown	no reporting	$17.8M	Fundraising
Carlyle Private Equity Partners Fund, L.P.	Buyout fund	2025 Form D first sale	unknown	no reporting	$67.3M	Fundraising
CPEP Feeder, L.P.	Feeder or parallel	2025 Form D first sale	unknown	no reporting	$27.0M	Fundraising
Carlyle Lotus Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$171M as of Jul 3, 2024		no Form D	Unknown
Carlyle Mercury Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$115M as of Jul 3, 2024		no Form D	Unknown
Carlyle Copia Coinvestment, S.C.SP. ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$111M as of Jul 3, 2024		no Form D	Unknown
Carlyle Jumper Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$74.9M as of Jul 3, 2024		no Form D	Unknown
Carlyle Cyan Partners, S.C.SP. ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$43.6M as of Jul 3, 2024		no Form D	Unknown
Carlyle Asia Partners VI ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$1.1M as of Jul 3, 2024		no Form D	Unknown
Carlyle Japan Partners V ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$0 as of Jul 3, 2024		no Form D	Unknown
Abingworth Bioventures 9 ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$0 as of Jul 3, 2024		no Form D	Unknown
CJIP V Co-Investment, L.P.	Co-investment vehicle	2024 Form D first sale	unknown	no reporting	$178M	Fundraising
Carlyle Europe Technology Partners V ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$1.2B as of Jul 3, 2024		no Form D	Early deployment
Carlyle Moose Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$508M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Renewable and Sustainable Energy Fund II ADV: Private Equity Fund	Infrastructure fund	2023 first reported on Form ADV	$437M as of Jul 3, 2024		no Form D	Early deployment
Project Guardian Holdings II Limited ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$400M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Ark Partners, S.C.SP ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$385M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Wisdom Partners ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$172M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Direct Alternative Opportunities Fund II ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$169M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Riser Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$116M as of Jul 3, 2024		no Form D	Unknown
Carlyle Tuscany Coinvestment, S.C.SP. ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$110M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Deer Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$81.8M as of Jul 3, 2024		no Form D	Unknown
Carlyle Tiramisu Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$79.6M as of Jul 3, 2024		no Form D	Unknown
Carlyle Aquiles Partners II, S.C.SP ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$62.6M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Connect Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$58.1M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Guardian Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$51.5M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Oliver Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$46.9M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Venus Partners, S.C.SP. ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$45.7M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Westwood Coinvestment, S.C.SP. ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$44.8M as of Jul 3, 2024		no Form D	Unknown
Carlyle Shield Partners, S.C.SP. ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$43.9M as of Jul 3, 2024		no Form D	Unknown
CGP II Oliver Blocked Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$36.3M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Aquiles Partners, S.C.SP. ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$36.1M as of Jul 3, 2024		no Form D	Early deployment
Viola Co-Investment Limited ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$17.6M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Partners Viii ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$8.5B as of Jul 3, 2024		no Form D	Early deployment
Carlyle Mozart Coinvestment Holdings, L.P. ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$1.1B as of Jul 3, 2024		no Form D	Early deployment
Carlyle Spinnaker Partners 1, L.P. ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$664M as of Jul 3, 2024		no Form D	Early deployment
Greenleaf Co-Invest Partners, L.P. ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$606M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Atom Partners ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$423M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Partners Growth ADV: Private Equity Fund	Growth fund	2022 first reported on Form ADV	$422M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Mozart Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$396M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Asia Partners Growth II ADV: Private Equity Fund	Growth fund	2022 first reported on Form ADV	$385M as of Jul 3, 2024		no Form D	Unknown
Carlyle Principal Alternative Opportunities Fund, L.P. ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$246M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Apple Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$202M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Zephyr Partners, S.C.SP. ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$196M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Atlas Terminals Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$195M as of Jul 3, 2024		no Form D	Early deployment
Varo Coinvestment II C.V. ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$178M as of Jul 3, 2024		no Form D	Unknown
Carlyle Java Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$153M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Edelweiss Partners, S.C.SP. ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$144M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Lightning Partners, S.C.SP. ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$100M as of Jul 3, 2024		no Form D	Unknown
Carlyle Asia PE Alternative Opportunities Fund II ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$67.3M as of Jul 3, 2024		no Form D	Early deployment
Carlyle Green Partners ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$41.7M as of Jul 3, 2024		no Form D	Early deployment
Gazette Co-Investment Limited ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$19.6M as of Jul 3, 2024		no Form D	Unknown
Carlyle Arbor Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$336M as of Jul 3, 2024		no Form D	Unknown
Carlyle Asia Partners Growth I ADV: Private Equity Fund	Growth fund	2021 first reported on Form ADV	$149M as of Jul 3, 2024		no Form D	Unknown
Flamingo Coinvestment S.C.SP. ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$64.2M as of Jul 3, 2024		no Form D	Unknown
Carlyle Franklin Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$58.5M as of Jul 3, 2024		no Form D	Unknown
Colorful Co-Investment ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$207,000 as of Jul 3, 2024		no Form D	Unknown
Carlyle Frl, L.P. ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$2.6B as of Jul 3, 2024		no Form D	Harvest
Carlyle Japan Partners IV ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$1.9B as of Jul 3, 2024		no Form D	Active deployment
Carlyle Europe Technology Partners IV ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$1.9B as of Jul 3, 2024		no Form D	Active deployment
Carlyle Global Partners II ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$1.2B as of Jul 3, 2024	no reporting	no Form D	Active deployment
Carlyle Renewable and Sustainable Energy Fund ADV: Private Equity Fund	Infrastructure fund	2020 first reported on Form ADV	$892M as of Jul 3, 2024	no reporting	no Form D	Active deployment
Carlyle Sabre Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$794M as of Jul 3, 2024	no reporting	no Form D	Active deployment
Matador Coinvestment, S.C.SP. ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$683M as of Jul 3, 2024	no reporting	no Form D	Unknown
Carlyle Direct Alternative Opportunities Fund ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$298M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Dazzle Partners ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$97.7M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Global Partners II Co-Investment Fund-N, L.P. ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$97.5M as of Jul 3, 2024	no reporting	no Form D	Active deployment
Carlyle Etpe Alternative Opportunities Fund, L.P. ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$75.6M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Prime Coinvestment ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$53.1M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Secondary Equity Opportunity Fund ADV: Private Equity Fund	Secondaries fund	2020 first reported on Form ADV	$922,950 as of Jul 3, 2024	no reporting	no Form D	Harvest
Emerald Co-Investment Limited ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$582,327 as of Feb 16, 2023	no reporting	no Form D	Wound down
Carlyle Europe Partners V ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$7.8B as of Jul 3, 2024	no reporting	no Form D	Active deployment
Carlyle Starfruit Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$1.5B as of Jul 3, 2024	no reporting	no Form D	Unknown
Carlyle International Energy Partners II ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$1.0B as of Jul 3, 2024	no reporting	no Form D	Unknown
Carlyle Encore Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$921M as of Jul 3, 2024	no reporting	no Form D	Mature
CGP Care, L.P. ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$732M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Alternative Opportunities Fund, L.P. ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$569M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Private Equity Access Fund IV ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$353M as of Jul 3, 2024	no reporting	no Form D	Active deployment
Carlyle Live Events Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$264M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Eagle Coinvestment ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$243M as of Jul 3, 2024	no reporting	no Form D	Unknown
Carlyle Beacon Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$240M as of Jul 3, 2024	no reporting	no Form D	Unknown
Carlyle Pacific Co-Investment Partners III, L.P. ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$211M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Fourmi Co-Investment Limited ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$162M as of Jul 3, 2024	no reporting	no Form D	Harvest
Carlyle Asia PE Alternative Opportunities Fund, L.P. ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$150M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Cpe Buyout Feeder, S.C.SP. ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$145M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Dash Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$44.7M as of Jul 3, 2024	no reporting	no Form D	Harvest
Epoch Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$262,294 as of Jul 3, 2024	no reporting	no Form D	Harvest
Carlyle Amphora Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$41,912 as of Jul 3, 2024	no reporting	no Form D	Harvest
Carlyle Partners VII ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$23B as of Jul 3, 2024		no Form D	Successor fundraising
Carlyle Asia Partners V ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$6.4B as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Global Infrastructure Opportunity Fund ADV: Private Equity Fund	Infrastructure fund	2018 first reported on Form ADV	$2.4B as of Jul 3, 2024		no Form D	Unknown
Carlyle Global Financial Services Partners III ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$1.5B as of Jul 3, 2024	no reporting	no Form D	Unknown
Carlyle Global Infrastructure Opportunity Fund Access, L.P. ADV: Private Equity Fund	Infrastructure fund	2018 first reported on Form ADV	$400M as of Jul 3, 2024		no Form D	Unknown
Neptune Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$269M as of Jul 3, 2024	no reporting	no Form D	Harvest
Nash Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$218M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Cali Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$155M as of Jul 3, 2024		no Form D	Harvest
Carlyle Ariane Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$83.8M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Private Equity Access Fund III, L.P. ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$34.7M as of Jul 3, 2024	no reporting	no Form D	Mature
Carlyle Ngp Xii Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$34.7M as of Oct 16, 2020	no reporting	no Form D	Wound down
Carlyle Thunder Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$5.7M as of Jul 3, 2024	no reporting	no Form D	Harvest
Carlyle Chill Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$5.5M as of Jul 3, 2024		no Form D	Harvest
Carlyle Hsj Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$4.4M as of Oct 4, 2023	no reporting	no Form D	Wound down
Carlyle Jupiter Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$371,452 as of Jul 3, 2024	no reporting	no Form D	Harvest
Carlyle Bell Partners II, L.P. ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$237,927 as of Jul 3, 2024		no Form D	Harvest
Carlyle Solitaire Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$127,575 as of Jul 3, 2024	no reporting	no Form D	Harvest
Carlyle Pib Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$0 as of Feb 16, 2023		no Form D	Wound down
Carlyle Erpe-Mere Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$0 as of Jul 3, 2024	no reporting	no Form D	Harvest
Carlyle Asia Growth Partners V ADV: Private Equity Fund	Growth fund	2017 first reported on Form ADV	$323M as of Oct 16, 2020		no Form D	Wound down
Carlyle Le Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$50.8M as of Jul 3, 2024		no Form D	Unknown
Carlyle Star Co-Investment Fund, L.P. ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$45.1M as of Jul 3, 2024		no Form D	Harvest
Carlyle Nautilus Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$17.5M as of Jul 3, 2024		no Form D	Harvest
Carlyle Mars Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$8.3M as of Jul 3, 2024		no Form D	Mature
Carlyle Wing Partners ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$149,984 as of Feb 16, 2023		no Form D	Wound down
Carlyle U.S. Equity Opportunity Fund II ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$2.0B as of Jul 3, 2024		no Form D	Unknown
Carlyle Cavalier Fund, L.P. ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$1.2B as of Jul 3, 2024		no Form D	Unknown
Carlyle Havasu Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2016 first reported on Form ADV	$1.0B as of Jul 3, 2024		no Form D	Mature
Carlyle Rdsl Coinvestment ADV: Private Equity Fund	Co-investment vehicle	2016 first reported on Form ADV	$108M as of Jul 3, 2024		no Form D	Harvest
FS Fundo de Investimento Em Participacoes ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$16.0M as of Feb 16, 2023		no Form D	Wound down
CGP Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2016 first reported on Form ADV	$16.0M as of Apr 4, 2016		no Form D	Wound down
Carlyle Sapphire Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$12.4M as of Jul 3, 2024		no Form D	Harvest
CTS II Fundo de Investimento Em Participacoes ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$850,117 as of Feb 16, 2023		no Form D	Wound down
Carlyle Innovation Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$286,004 as of Oct 16, 2020		no Form D	Wound down
Carlyle Athena Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2016 first reported on Form ADV	$0 as of Mar 31, 2021		no Form D	Wound down
Carlyle Global Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$3.0B as of Jul 3, 2024		no Form D	Mature
Carlyle Power Partners II ADV: Private Equity Fund	Infrastructure fund	2015 first reported on Form ADV	$1.8B as of Jul 3, 2024		no Form D	Unknown
Carlyle Europe Technology Partners III ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$802M as of Jul 3, 2024		no Form D	Unknown
Fundo Brasil de Internacionalização de Empresas Fundo de Investimento Em Participações II ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$195M as of Mar 31, 2021		no Form D	Wound down
Carlyle Ngp Xi Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$176M as of Oct 16, 2020		no Form D	Wound down
Varo Coinvestment, L.P. ADV: Real Estate Fund	Co-investment vehicle	2015 first reported on Form ADV	$166M as of Jul 3, 2024		no Form D	Harvest
Carlyle Private Equity Access Fund 2015, LP ADV: Private Equity Fund	Fund of funds	2015 year in the fund name	$133M as of Jul 3, 2024		no Form D	Unknown
CPP II Southeast Gen Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$79.5M as of Jul 3, 2024		no Form D	Unknown
Horizon Strategic Fund, L.P. ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$41.1M as of Jul 3, 2024		no Form D	Harvest
Carlyle Fbie II Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$8.1M as of Jul 3, 2024		no Form D	Harvest
Carlyle Angel Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$7.0M as of Jul 3, 2024		no Form D	Harvest
Carlyle Ngp Agribusiness Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$4.6M as of Oct 16, 2020		no Form D	Wound down
Carlyle Gms Opportunistic Credit Fund (m-2015), L.P. ADV: Securitized Asset Fund	Credit fund	2015 year in the fund name	$527,075 as of Feb 16, 2023		no Form D	Wound down
Carlyle Maison Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$171,241 as of Oct 16, 2020		no Form D	Wound down
Carlyle Maison Partners II, L.P. ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$165,320 as of Oct 16, 2020		no Form D	Wound down
Carlyle Acosta Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$55,564 as of Oct 16, 2020		no Form D	Wound down
Carlyle Clo Warehouse Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$0 as of Jan 6, 2020		no Form D	Wound down
Carlyle Eci Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$0 as of Feb 16, 2023		no Form D	Wound down
Carlyle Dbn Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$0 as of Jul 3, 2024		no Form D	Harvest
Carlyle International Energy Partners ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$2.3B as of Jul 3, 2024		no Form D	Unknown
Carlyle Europe Partners IV ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$1.5B as of Jul 3, 2024		no Form D	Harvest
Carlyle Japan Partners III ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$292M as of Jul 3, 2024		no Form D	Harvest
Carlyle Power Opportunities Capital Partners ADV: Private Equity Fund	Infrastructure fund	2014 first reported on Form ADV	$118M as of Jul 3, 2024		no Form D	Harvest
Carlyle Europe Clo Coinvestors, L.P. ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$105M as of Jul 3, 2024		no Form D	Harvest
Carlyle Private Equity Access Fund 2014, L.P. ADV: Private Equity Fund	Fund of funds	2014 year in the fund name	$85.4M as of Jul 3, 2024		no Form D	Harvest
Carlyle Pacific Co-Investment Partners II, L.P. ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$82.5M as of Jul 3, 2024		no Form D	Harvest
Discover Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$22.9M as of Jul 3, 2024		no Form D	Harvest
Carlyle Jj Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$8.5M as of Jul 3, 2024		no Form D	Unknown
Carlyle Vwd Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$111,658 as of Mar 31, 2021		no Form D	Wound down
Carlyle Red Oak Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$80,189 as of Mar 31, 2021		no Form D	Wound down
Carlyle Yankee Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$21,548 as of Mar 31, 2021		no Form D	Wound down
Carlyle Interlink Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$0 as of Jul 3, 2024		no Form D	Harvest
Carlyle Galaxy Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$0 as of Mar 31, 2021		no Form D	Wound down
Carlyle-Clipper Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$0 as of Jul 3, 2024		no Form D	Harvest
Carlyle Giovanna Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$0 as of Oct 4, 2023		no Form D	Wound down
Carlyle Pacific Red Oak Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$0 as of Feb 16, 2023		no Form D	Wound down
Carlyle Etg Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$0 as of Nov 14, 2017		no Form D	Wound down
Ceof Interlink, L.P. ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$0 as of Feb 26, 2016		no Form D	Wound down
Carlyle Partners VI ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$5.4B as of Jul 3, 2024		no Form D	Harvest
Carlyle Asia Partners Iv,l.p. ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$2.5B as of Jul 3, 2024		no Form D	Unknown
Carlyle Sub-Saharan Africa Fund ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$619M as of Jul 3, 2024		no Form D	Unknown
Carlyle Peru Fund ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$257M as of Jul 3, 2024		no Form D	Mature
Carlyle Clo Coinvestors, L.P. ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$192M as of Jul 3, 2024		no Form D	Unknown
Carlyle Retail Turkey Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$26.8M as of Jul 3, 2024		no Form D	Unknown
Carlyle U.S. Growth Fund III ADV: Private Equity Fund	Growth fund	2013 first reported on Form ADV	$21.4M as of Jul 3, 2024		no Form D	Mature
Carlyle Cardinal Ireland Fund, L.P. ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$10.2M as of Jul 3, 2024		no Form D	Harvest
Carlyle Ensus Partners II, L.P. ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$9.7M as of Oct 16, 2020		no Form D	Wound down
Carlyle Europe Technology Partners II ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$1.9M as of Jul 3, 2024		no Form D	Harvest
Carlyle Tok&stok Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$1.8M as of Jul 3, 2024		no Form D	Harvest
Carlyle Ri-Happy Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$1.1M as of Jul 3, 2024		no Form D	Harvest
Carlyle Ri-Happy/pbkids Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$635,099 as of Jul 3, 2024		no Form D	Harvest
Carlyle Realty Distressed Rmbs Partners III ADV: Other Private Fund	Real estate fund	2013 first reported on Form ADV	$88,000 as of Dec 22, 2014		no Form D	Wound down
Carlyle Pes Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$76,564 as of Mar 31, 2021		no Form D	Wound down
Carlyle Realty Credit Managed Account-A, L.P. ADV: Other Private Fund	Credit fund	2013 first reported on Form ADV	$71,000 as of Feb 26, 2016		no Form D	Wound down
Carlyle Realty Credit Managed Account-C, L.P. ADV: Other Private Fund	Credit fund	2013 first reported on Form ADV	$60,000 as of Feb 26, 2016		no Form D	Wound down
Explorer Coinvest, L.L.C. ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$0 as of Nov 14, 2017		no Form D	Wound down
Carlyle Porcelain Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$0 as of Nov 14, 2017		no Form D	Wound down
Carlyle Coating Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$0 as of Nov 14, 2017		no Form D	Wound down
Carlyle-Usis Notes Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$0 as of Feb 26, 2016		no Form D	Wound down
Carlyle High Yield Partners 2008-1, L.P. ADV: Private Equity Fund	Credit fund	2008 year in the fund name	$0 as of Jun 12, 2012		no Form D	Wound down
Chyp 2008-1 Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	2008 year in the fund name	$0 as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners IV Cayman, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$1.6B as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V US, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.5B as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners IV Knight, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.3B as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.1B as of Jul 3, 2024		no Form D	Harvest
Carlyle Partners IV Telecommunications, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$792M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V Mc, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$554M as of Jun 12, 2012		no Form D	Wound down
Carlyle Global Financial Services Partners II, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$543M as of Jul 3, 2024		no Form D	Mature
Carlyle U.S. Growth Fund III, L.P. (formerly Carlyle Venture Partners III, L.P.) ADV: Private Equity Fund	Growth fund	unknown	$508M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V Sa1 Cayman, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$472M as of Jun 12, 2012		no Form D	Wound down
Carlyle Europe Partners Technology II, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$459M as of Jun 12, 2012		no Form D	Wound down
Carlyle Japan International Partners II, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$453M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V Sa3 Cayman, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$423M as of Jun 12, 2012		no Form D	Wound down
CP IV Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$381M as of Jun 12, 2012		no Form D	Wound down
CP V Coinvestment a, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$347M as of Jun 12, 2012		no Form D	Wound down
Carlyle South America Buyout Fund, L.P. ADV: Private Equity Fund	Buyout fund	unknown	$321M as of Jul 3, 2024		no Form D	Harvest
MDV Limited Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$298M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V (scot), LP ADV: Private Equity Fund	buyout or unlabelled	unknown	$262M as of Jun 12, 2012		no Form D	Wound down
CIP US Direct, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$240M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners III Telecommunications, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$229M as of Jun 12, 2012		no Form D	Wound down
Carlyle-Liposonix Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$209M as of Dec 22, 2014		no Form D	Wound down
Carlyle Partners V Cayman, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$199M as of Jun 12, 2012		no Form D	Wound down
CAP III Aiv (scot), L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$189M as of Jun 12, 2012		no Form D	Wound down
CEP III Investment Holdings, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$180M as of Jun 12, 2012		no Form D	Wound down
Cjip II Limited, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$178M as of Jun 12, 2012		no Form D	Wound down
CIP Direct (cayman), L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$166M as of Jun 12, 2012		no Form D	Wound down
CAP III Aiv Cayman, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$144M as of Jun 12, 2012		no Form D	Wound down
Carlyle Europe Partners III, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$129M as of Jul 3, 2024		no Form D	Unknown
Carlyle Strategic Partners II (cayman), L.P. ADV: Private Equity Fund	Secondaries fund	unknown	$128M as of Jun 12, 2012		no Form D	Wound down
Carlyle Mena Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$125M as of Jul 3, 2024		no Form D	Harvest
CIP Non-Us Direct, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$116M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V - a, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$112M as of Jun 12, 2012		no Form D	Wound down
CIP Eci, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$110M as of Jun 12, 2012		no Form D	Wound down
Carlyle Asia Growth Partners IV, L.P. ADV: Private Equity Fund	Growth fund	unknown	$89.7M as of Jul 3, 2024		no Form D	Harvest
Carlyle Syniverse Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$84.3M as of Jul 3, 2024		no Form D	Mature
Carlyle Venture Partners III (cayman), L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$80.5M as of Jun 12, 2012		no Form D	Wound down
Carlyle Financial Services Aiv III, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$76.4M as of Jun 12, 2012		no Form D	Wound down
Fundo Brasil de Internacionalização de Empresas Fundo de Investimento Em Participações ADV: Private Equity Fund	buyout or unlabelled	unknown	$75.4M as of Mar 31, 2021		no Form D	Wound down
CEP II U.S. Investments, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$70.7M as of Jun 12, 2012		no Form D	Wound down
Carlyle Pq/hds Co-Investment Cayman, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$69.3M as of Jun 12, 2012		no Form D	Wound down
CP IV Coinvestment Cayman, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$68.2M as of Jun 12, 2012		no Form D	Wound down
Carlyle Healthscope Partners (scot), L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$65.7M as of Apr 4, 2016		no Form D	Wound down
Cgfsp Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$64.2M as of Jun 12, 2012		no Form D	Wound down
Carlyle Financial Services Aiv, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$64.1M as of Jun 12, 2012		no Form D	Wound down
Cemof Aiv (cayman), L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$57.1M as of Jun 12, 2012		no Form D	Wound down
CAP II Co-Investment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$56.1M as of Jun 12, 2012		no Form D	Wound down
Carlyle International Partners II, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$55.5M as of Jun 12, 2012		no Form D	Wound down
Carlyle Japan Partners II, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$54.8M as of Feb 16, 2023		no Form D	Wound down
Carlyle Mena (gcc) Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$53.8M as of Jun 12, 2012		no Form D	Wound down
CSP II Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$53.7M as of Jun 12, 2012		no Form D	Wound down
Carlyle Asia Partners Pv, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$53.2M as of Jun 12, 2012		no Form D	Wound down
CAP III Co-Investment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$51.2M as of Jun 12, 2012		no Form D	Wound down
CEP II Investment Holdings, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$50.6M as of Jun 12, 2012		no Form D	Wound down
SA Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$49.7M as of Jun 12, 2012		no Form D	Wound down
Carlyle Energy Coinvestment III, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$47.9M as of Jun 12, 2012		no Form D	Wound down
America Do Sul Investimentos, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$46.7M as of Jun 12, 2012		no Form D	Wound down
CJP Co-Investment II B, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$45.2M as of Jun 12, 2012		no Form D	Wound down
Carlyle -Eight Finance Asia Aiv (scot), L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$42.7M as of Jun 12, 2012		no Form D	Wound down
Carlyle Asia Partners Pv II, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$39.9M as of Jun 12, 2012		no Form D	Wound down
Cagp IV Co-Investment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$37.8M as of Jun 12, 2012		no Form D	Wound down
Carlyle Pacific Co-Investment Partners, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$37.5M as of Jul 3, 2024		no Form D	Harvest
Carlyle Financial Services Aiv VI, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$37.3M as of Jun 12, 2012		no Form D	Wound down
CP V Coinvestment B, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$37.2M as of Jun 12, 2012		no Form D	Wound down
Carlyle Mezzanine Partners II (cayman), L.P. ADV: Private Equity Fund	Credit fund	unknown	$37.2M as of Jun 12, 2012		no Form D	Wound down
CEP II Aiv Z, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$35.6M as of Jun 12, 2012		no Form D	Wound down
Carlyle Financial Services Aiv V, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$35.6M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners III Loews, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$34.8M as of Jun 12, 2012		no Form D	Wound down
Carlyle Europe Partners II, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$33.6M as of Jul 3, 2024		no Form D	Harvest
Carlyle Financial Services Aiv IV, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$32.6M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V-A Cayman, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$30.9M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V-A US, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$29.3M as of Jun 12, 2012		no Form D	Wound down
CVP III Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$28.8M as of Jun 12, 2012		no Form D	Wound down
CIP Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$26.9M as of Jun 12, 2012		no Form D	Wound down
Brazil Buyout Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$26.6M as of Jun 12, 2012		no Form D	Wound down
CSP III Coinvestment, LP ADV: Private Equity Fund	Co-investment vehicle	unknown	$26.1M as of Jun 12, 2012		no Form D	Wound down
Ceof Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$23.9M as of Jun 12, 2012		no Form D	Wound down
Carlyle Energy Coinvestment IV, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$23.6M as of Jun 12, 2012		no Form D	Wound down
CP V Coinvestment a Cayman, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$23.6M as of Jun 12, 2012		no Form D	Wound down
Cetp II Co-Investment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$21.6M as of Jun 12, 2012		no Form D	Wound down
CEP III Aiv Z, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$21.1M as of Jun 12, 2012		no Form D	Wound down
Cemof-A Aiv, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$21.1M as of Jun 12, 2012		no Form D	Wound down
CP III Coinvestment L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$18.0M as of Jun 12, 2012		no Form D	Wound down
Cagp III Co-Investment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$17.6M as of Jun 12, 2012		no Form D	Wound down
Carlyle Infrastructure Partners, L.P. ADV: Private Equity Fund	Infrastructure fund	unknown	$16.9M as of Jul 3, 2024		no Form D	Mature
Cemof-A Co-Investment Partners (aiv), L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$15.0M as of Jun 12, 2012		no Form D	Wound down
Cemof Alpha Co-Investment Partners (cayman), L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$15.0M as of Jun 12, 2012		no Form D	Wound down
Carlyle Mena Co-Investment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$14.9M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V Cayman Te, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$14.8M as of Jun 12, 2012		no Form D	Wound down
CJP Co-Investment II a, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$14.5M as of Jun 12, 2012		no Form D	Wound down
Cetp Co-Investment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$13.2M as of Jun 12, 2012		no Form D	Wound down
CSC Investments, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$13.1M as of Jun 12, 2012		no Form D	Wound down
C/s International Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$12.2M as of Jun 12, 2012		no Form D	Wound down
Carlyle Energy Coinvestment IV (cayman), L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$11.6M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V-A Mc, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$11.2M as of Jun 12, 2012		no Form D	Wound down
Carlyle Partners V Rpk, LP ADV: Private Equity Fund	buyout or unlabelled	unknown	$10.4M as of Jun 12, 2012		no Form D	Wound down
CMP II Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$10.4M as of Jun 12, 2012		no Form D	Wound down
CAP III Co-Investment Aiv (scotland) L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$9.2M as of Jun 12, 2012		no Form D	Wound down
CJP Co-Investment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$9.1M as of Jun 12, 2012		no Form D	Wound down
Carlyle A-Pq (cayman) Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$8.2M as of Jun 12, 2012		no Form D	Wound down
Carlyle Mezzanine Partners II, L.P. ADV: Private Equity Fund	Credit fund	unknown	$8.1M as of Jan 6, 2020		no Form D	Wound down
Cemof Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$8.1M as of Jun 12, 2012		no Form D	Wound down
CIP Coinvestment (cayman), L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$7.5M as of Jun 12, 2012		no Form D	Wound down
Carlyle Renewable Energy Coinvestment II (cayman), L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$7.2M as of Jun 12, 2012		no Form D	Wound down
Carlyle Energy Mezzanine Opportunities Fund - a, L.P. ADV: Private Equity Fund	Credit fund	unknown	$7.0M as of Jun 12, 2012		no Form D	Wound down
Carlyle Venture Partners II (cayman), L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$6.5M as of Jun 12, 2012		no Form D	Wound down
Carlyle Global Financial Services Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$6.4M as of Jul 3, 2024		no Form D	Harvest
CMP Co-Investment, L.L.C. ADV: Private Equity Fund	Co-investment vehicle	unknown	$6.4M as of Jun 12, 2012		no Form D	Wound down
CVP II Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$6.3M as of Jun 12, 2012		no Form D	Wound down
Cemof Co-Investment Partners (cayman), L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$6.0M as of Jun 12, 2012		no Form D	Wound down
CSP II Arctic Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$5.9M as of Jun 12, 2012		no Form D	Wound down
Carlyle Mexico Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$5.8M as of Jun 12, 2012		no Form D	Wound down
Carlyle Asia Partners (deutschland), L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$5.3M as of Jun 12, 2012		no Form D	Wound down
CSP II Mars Partners, L.P. ADV: Private Equity Fund	buyout or unlabelled	unknown	$5.3M as of Jun 12, 2012		no Form D	Wound down
Carlyle Pattern Energy Coinvestment, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$4.6M as of Jun 12, 2012		no Form D	Wound down
CSP II (cayman) Co-Invest, L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$4.4M as of Jun 12, 2012		no Form D	Wound down
CVP III Coinvestment Cayman L.P. ADV: Private Equity Fund	Co-investment vehicle	unknown	$4.4M as of Jun 12, 2012		no Form D	Wound down
Cemof Aiv, L.P. ADV: Private Equity Fund	Feeder or parallel	unknown	$4.2M as of Jun 12, 2012		no Form D	Wound down

Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

Fund	Type (ADV)	Years	Latest reported GAV	Source
Carlyle Asia Partners III, L.P.	Private Equity Fund	2012 to 2018	$1.4B filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle U.S. Equity Opportunity Fund, L.P.	Private Equity Fund	2012 to 2018	$794M filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle Energy Mezzanine Opportunities Fund, L.P.	Private Equity Fund	2012 to 2017	$593M filed Nov 14, 2017	adviserinfo.sec.gov
Carlyle Strategic Partners III, L.P.	Private Equity Fund	2012 to 2017	$550M filed Nov 14, 2017	adviserinfo.sec.gov
Carlyle Energy Mezzanine Opportunities Fund II	Private Equity Fund	2016 to 2017	$255M filed Nov 14, 2017	adviserinfo.sec.gov
Cemof Master Co-Investment Partners, L.P.	Private Equity Fund	2012 to 2017	$218M filed Nov 14, 2017	adviserinfo.sec.gov
Cemof II Master Co-Investment Partners	Private Equity Fund	2017 to 2017	$216M filed Nov 14, 2017	adviserinfo.sec.gov
Carlyle Strategic Partners IV	Private Equity Fund	2017 to 2017	$215M filed Nov 14, 2017	adviserinfo.sec.gov
Carlyle Partners IV, L.P.	Private Equity Fund	2012 to 2018	$197M filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle Strategic Partners II, L.P.	Private Equity Fund	2012 to 2017	$154M filed Nov 14, 2017	adviserinfo.sec.gov
Carlyle-Eight Finance Asia Co-Investment, L.P.	Private Equity Fund	2012 to 2018	$135M filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle Venture Partners II, L.P.	Private Equity Fund	2012 to 2018	$131M filed Mar 30, 2018	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2018	$86.3M filed Mar 30, 2018	adviserinfo.sec.gov
Ripley Cable Holdings I, L.P.	Private Equity Fund	2012 to 2018	$82.8M filed Mar 30, 2018	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2018	$37.5M filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle Asia Growth Partners III, L.P.	Private Equity Fund	2012 to 2018	$37.4M filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle-Ppd Coinvestment, L.P.	Private Equity Fund	2012 to 2018	$33.0M filed Mar 30, 2018	adviserinfo.sec.gov
CSP III Magellan Co-Investment (cayman), L.P.	Private Equity Fund	2015 to 2017	$29.4M filed Nov 14, 2017	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2017	$25.1M filed Nov 14, 2017	adviserinfo.sec.gov
CA Hire Co-Investment, L.P.	Private Equity Fund	2012 to 2018	$16.4M filed Mar 30, 2018	adviserinfo.sec.gov
CSP III Canaveral Co-Investment (cayman), L.P.	Private Equity Fund	2017 to 2017	$10.5M filed Nov 14, 2017	adviserinfo.sec.gov
CSP II Aiv, L.P.	Private Equity Fund	2012 to 2012	$4.1M filed Jun 12, 2012	adviserinfo.sec.gov
CAP III Maritime Aiv, L.P.	Private Equity Fund	2012 to 2012	$3.9M filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Renewable Energy Coinvestment II, L.P.	Private Equity Fund	2012 to 2012	$3.5M filed Jun 12, 2012	adviserinfo.sec.gov
CP V Coinvestment B Cayman, L.P.	Private Equity Fund	2012 to 2012	$3.5M filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Sbc Partners II, L.P.	Private Equity Fund	2012 to 2012	$3.0M filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle International Partners III, L.P.	Private Equity Fund	2012 to 2012	$3.0M filed Jun 12, 2012	adviserinfo.sec.gov
Cgfsp Coinvestment Aiv, L.P.	Private Equity Fund	2012 to 2012	$2.7M filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Qualicaps Partners, L.P.	Private Equity Fund	2012 to 2015	$2.5M filed May 13, 2015	adviserinfo.sec.gov
Cemof-A Co-Investment Partners, L.P.	Private Equity Fund	2012 to 2017	$2.4M filed Nov 14, 2017	adviserinfo.sec.gov
Carlyle Realty Qualified Partners Iii-A, L.P.	Private Equity Fund	2012 to 2012	$2.3M filed Jun 12, 2012	adviserinfo.sec.gov
CSP II Rpk Partners, L.P.	Private Equity Fund	2012 to 2012	$1.9M filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Partners III Fm (cayman), L.P.	Private Equity Fund	2012 to 2012	$1.8M filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Renewable Energy Coinvestment, L.P.	Private Equity Fund	2012 to 2012	$1.8M filed Jun 12, 2012	adviserinfo.sec.gov
CMP II Coinvestment Cayman, L.P.	Private Equity Fund	2012 to 2012	$1.6M filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Europe Co-Investment L.P.	Private Equity Fund	2012 to 2012	$1.2M filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Europe Technology Partners, L.P.	Private Equity Fund	2012 to 2018	$1.1M filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle Mexico Partners, L.P.	Private Equity Fund	2012 to 2018	$928,000 filed Mar 30, 2018	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2018	$870,905 filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle Japan Partners, L.P.	Private Equity Fund	2012 to 2017	$822,530 filed Nov 14, 2017	adviserinfo.sec.gov
Carlyle US Solar Coinvestment, L.P.	Private Equity Fund	2012 to 2012	$642,659 filed Jun 12, 2012	adviserinfo.sec.gov
Cetp LP Coinvestment, L.P.	Private Equity Fund	2012 to 2018	$605,498 filed Mar 30, 2018	adviserinfo.sec.gov
Cavp II Co-Investment, L.P.	Private Equity Fund	2012 to 2012	$599,197 filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Brazilian Tourism Coinvestment, L.P.	Private Equity Fund	2012 to 2018	$525,094 filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle Energy Coinvestment III Cayman, L.P.	Private Equity Fund	2012 to 2012	$475,369 filed Jun 12, 2012	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2017	$468,000 filed Nov 14, 2017	adviserinfo.sec.gov
Carlyle Renewable Energy Coinvestment (cayman), L.P.	Private Equity Fund	2012 to 2012	$459,627 filed Jun 12, 2012	adviserinfo.sec.gov
C/m Europe Partners, L.P.	Private Equity Fund	2012 to 2012	$426,725 filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Venture Coinvestment, L.L.C.	Private Equity Fund	2012 to 2012	$418,000 filed Jun 12, 2012	adviserinfo.sec.gov
C/r Energy Coinvestment II (cayman), L.P.	Private Equity Fund	2012 to 2012	$380,620 filed Jun 12, 2012	adviserinfo.sec.gov
C/s Venture Investors, L.P.	Private Equity Fund	2012 to 2012	$335,000 filed Jun 12, 2012	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2018	$315,166 filed Mar 30, 2018	adviserinfo.sec.gov
CVP II Coinvestment (cayman), L.P.	Private Equity Fund	2012 to 2012	$306,446 filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Rac Partners, LP	Private Equity Fund	2012 to 2017	$254,899 filed Nov 14, 2017	adviserinfo.sec.gov
Carlyle U.S. Venture Partners, L.P.	Private Equity Fund	2012 to 2012	$243,000 filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Asa Partners, L.P.	Private Equity Fund	2012 to 2018	$230,000 filed Mar 30, 2018	adviserinfo.sec.gov
CP V Coinvestment a Sn Cayman, L.P.	Private Equity Fund	2012 to 2012	$211,664 filed Jun 12, 2012	adviserinfo.sec.gov
CSP Coinvestment, L.L.C.	Private Equity Fund	2012 to 2012	$156,098 filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Partners V Mc Cayman, L.P.	Private Equity Fund	2012 to 2012	$145,427 filed Jun 12, 2012	adviserinfo.sec.gov
C/d Europe Partners, L.P.	Private Equity Fund	2012 to 2012	$133,926 filed Jun 12, 2012	adviserinfo.sec.gov
name not on record	Other Private Fund	2012 to 2015	$122,000 filed May 13, 2015	adviserinfo.sec.gov
Carlyle Energy Coinvestment IV (U.S.), L.P.	Private Equity Fund	2012 to 2012	$120,323 filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Realty Credit Coinvestment, L.P.	Other Private Fund	2012 to 2015	$106,000 filed May 13, 2015	adviserinfo.sec.gov
Carlyle Partners III Hawaii Partners, L.P.	Private Equity Fund	2012 to 2012	$95,493 filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Partners III, L.P.	Private Equity Fund	2012 to 2015	$82,000 filed May 13, 2015	adviserinfo.sec.gov
Carlyle Strategic Partners, L.P.	Private Equity Fund	2012 to 2015	$74,000 filed May 13, 2015	adviserinfo.sec.gov
Carlyle Medical Park Hospital Group Coinvestment I, L.P.	Private Equity Fund	2012 to 2018	$12,131 filed Mar 30, 2018	adviserinfo.sec.gov
Carlyle Europe Venture Partners, L.P.	Private Equity Fund	2012 to 2016	$4,381 filed Apr 4, 2016	adviserinfo.sec.gov
Carlyle Ensus Partners, L.P.	Private Equity Fund	2012 to 2013	$1,624 filed Mar 28, 2013	adviserinfo.sec.gov
Carlyle Britax Partners, L.P.	Private Equity Fund	2012 to 2012	$534 filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Asia Venture Partners I, L.P.	Private Equity Fund	2012 to 2012	$0 filed Jun 12, 2012	adviserinfo.sec.gov
Carlyle Asia Venture Partners II, L.P.	Private Equity Fund	2012 to 2014	$0 filed Dec 22, 2014	adviserinfo.sec.gov
Carlyle Grey Partners, L.P.	Private Equity Fund	2012 to 2014	$0 filed Dec 22, 2014	adviserinfo.sec.gov
Carlyle Venture Partners, L.P.	Private Equity Fund	2012 to 2014	$0 filed Dec 22, 2014	adviserinfo.sec.gov
Carlyle Mezzanine Partners. L.P.	Private Equity Fund	2012 to 2018	$0 filed Mar 30, 2018	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2014	$0 filed Dec 22, 2014	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2017	$0 filed Nov 14, 2017	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2017	$0 filed Nov 14, 2017	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2017	$0 filed Nov 14, 2017	adviserinfo.sec.gov
CA Home Co-Investment, L.P.	Private Equity Fund	2012 to 2013	$0 filed Mar 28, 2013	adviserinfo.sec.gov

Team

10 current, 8 former

Managing partner (4)

Daniel Anthony D'Aniello · Co-Founder - The Carlyle Group · since Jul 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
David Mark Rubenstein · Co-Founder - The Carlyle Group · since Jul 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Harvey Mitchell Schwartz · Managing Director/Chief Executive Officer - The Carlyle Group · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
William Elias Conway · Co-Founder - The Carlyle Group · since Jul 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (2)

Ashley Evans · a Managing Director specializing in technology investing · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Heather Ann Mitchell · Managing Director/Chief Risk Officer - The Carlyle Group · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (4)

Catherine Laboure Ziobro · Managing Director/Chief Compliance Officer - The Carlyle Group · since Jan 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Jeffrey William Ferguson · Managing Director/General Counsel - The Carlyle Group · since Apr 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
John Christopher Redett · Managing Director/Chief Financial Officer - The Carlyle Group · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Lindsay P. Lobue · Managing Director/Chief Operating Officer - The Carlyle Group · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

8 former (kept with end dates)

Glenn Allen Youngkin · Managing Director/Co-Chief Executive Officer - The Carlyle Group · Jun 1, 2014 to Oct 16, 2020 Inference
Kewsong Lee · Managing Director/Chief Executive Officer - The Carlyle Group · Oct 1, 2020 to Aug 30, 2022 Inference
Michael James Cavanagh · Managing Director/Co-President & Co-Coo, The Carlyle Group · Jun 1, 2014 to May 13, 2015 Inference
Bruce Edward Rosenblum · Managing Director/Chief Risk Officer - The Carlyle Group · Aug 1, 2011 to Mar 31, 2021 Inference
Peter John Clare · Managing Director/Chief Investment Officer For Cpe - The Carlyle Group · Jan 1, 2020 to Mar 30, 2023 Inference
Adena Testa Friedman · Managing Director/Cfo - The Carlyle Group · Mar 1, 2011 to Dec 22, 2014 Inference
Christopher Finn · Managing Director/Chief Operating Officer - The Carlyle Group · Mar 1, 2019 to Jul 3, 2024 Inference
Curtis Lyle Buser · Managing Director/Cfo - The Carlyle Group · Dec 1, 2014 to Oct 4, 2023 Inference

Portfolio

4 relationships, 2 platforms, 1 add-ons

Company	Role	Status	Invested	Held	Partner	Source
Grows P&C Presence add-on to Hilb Group	Add-on	active	May 20, 2026 transaction announcement	4 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
NEOGOV	Role unknown	active	Jun 2, 2021 transaction announcement	5.3 years	Ashley Evans (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Acrotec Group	Platform	active	Dec 7, 2020 transaction announcement	5.8 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Hilb Group	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Transactions

5 on record

Date	Type	Target	This firm’s role	Source
Aug 7, 2026	Exit to a strategic buyer	Prime Capital Financial	Strategic acquirer (confirmed)	abry.com
May 20, 2026	Add-on acquisition	Grows P&C Presence	Sponsor (confirmed)	prnewswire.com
Jun 2, 2021	Growth investment	NEOGOV	Sponsor (confirmed)	warburgpincus.com
May 28, 2021	Platform acquisition	The Carlyle Group	Target (confirmed)	palamon.com
Dec 7, 2020	Platform acquisition	Acrotec Group	Sponsor (confirmed)	castik.com

Placement agents, lenders, advisers and co-investors

153 relationships

Placement agents (150)

TCG Securities, L.L.C. 86 shared · very strong · last Jan 1, 2021
TCG Capital Markets L.L.C. 63 shared · very strong · last Jun 25, 2026
Etgal Holdings Ltd. 16 shared · very strong · last Jan 1, 2018
Moneda (chiletech S.A. Administradora de Fondos de Inversion) 14 shared · very strong · last Jan 1, 2015
Alistithmar Capital 11 shared · very strong · last Jan 1, 2018
Alejandro Probert 11 shared · very strong · last Jan 1, 2017
Provest Asset Management (suisse) S.A. 10 shared · very strong · last Jan 1, 2016
Financial Management Capital Sal 8 shared · very strong · last Jan 1, 2015
Butterfield Asset Management Limited 8 shared · very strong · last Jan 1, 2019
Knightsbridge Partners 7 shared · very strong · last Jan 1, 2015
Moneda International Inc. 7 shared · very strong · last Jan 1, 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated 6 shared · very strong · last Jan 1, 2022
Nomos Bank 5 shared · very strong · last Jan 1, 2014
Icapital Advisors, LLC 5 shared · very strong · last Jan 1, 2024
Commerce Street Capital, LLC 5 shared · very strong · last Jan 1, 2016
Danoher Associates (pty) Ltd. 5 shared · very strong · last Jan 1, 2013
Papamarkou Wellner & Co., Inc. 5 shared · very strong · last Jan 1, 2014
Patria Corporate Finance, A.S. 5 shared · very strong · last Jan 1, 2014
Avalon Wealth Management LLC 5 shared · very strong · last Jan 1, 2015
Equitable Trust 4 shared · strong · last Jan 1, 2019
Investec Wealth & Investment 4 shared · strong · last Jan 1, 2017
Stepstone Group LP 4 shared · strong · last Jan 1, 2019
Goldman Sachs & Co. LLC 4 shared · strong · last Jan 1, 2022
Redwood Wealth Management, LLC 4 shared · strong · last Jan 1, 2019
Kenter Canyon Capital, LLC 4 shared · strong · last Jan 1, 2019
Nomura Securities Co., Ltd. 4 shared · strong · last Jan 1, 2024
North South Capital, LLC 4 shared · strong · last Jan 1, 2015
KB Investment and Securities Co. Ltd. 4 shared · strong · last Jan 1, 2019
Novare Capital Management 4 shared · strong · last Jan 1, 2019
Glassman Wealth Services, LLC 4 shared · strong · last Jan 1, 2019
Merrill Lynch Alternative Investments LLC 3 shared · strong · last Jan 1, 2015
SAN Francisco Sentry Investment Group 3 shared · strong · last Jan 1, 2019
Harbor Investment Advisory, LLC 3 shared · strong · last Jan 1, 2019
Avondale Partners, LLC 3 shared · strong · last Jan 1, 2019
HPM Partners LLC 3 shared · strong · last Jan 1, 2019
Korea Investment & Securities Co. Ltd. 3 shared · strong · last Jan 1, 2019
Bronfman E.L. Rothschild, L.P. 3 shared · strong · last Jan 1, 2019
Financial Management Enterprises Capital Sal 3 shared · strong · last Jan 1, 2016
Moneda S.A. Administradora General de Fondos 3 shared · strong · last Jan 1, 2019
Chao & Company, Ltd. 3 shared · strong · last Jan 1, 2019
Pennsylvania Trust Company 3 shared · strong · last Jan 1, 2019
Goldman Sachs (asia) L.L.C 3 shared · strong · last Jan 1, 2015
Johnson Investment Counsel, Inc. 3 shared · strong · last Jan 1, 2019
JP Morgan Securities LLC 3 shared · strong · last Jan 1, 2015
UBS Ag 3 shared · strong · last Jan 1, 2015
Evermay Wealth Management, LLC 2 shared · recurring · last Jan 1, 2019
Noah Holdings (hong Kong) Limited 2 shared · recurring · last Jan 1, 2019
Proper Wealth Management, LLC 2 shared · recurring · last Jan 1, 2019
J.P. Morgan Securities LLC 2 shared · recurring · last Jan 1, 2019
Phoenix Value Advanced Investment Ltd. 2 shared · recurring · last Jan 1, 2022
Long-Term Solutions, LLC 2 shared · recurring · last Jan 1, 2017
Sanctuary Securities, Inc. 2 shared · recurring · last Apr 17, 2026
Deutsche Bank Trust Company Americas 2 shared · recurring · last Jan 1, 2015
Carolinas Investment Consulting LLC 2 shared · recurring · last Jan 1, 2019
Formidable Asset Management, LLC 2 shared · recurring · last Jan 1, 2018
Hightower Advisors, LLC 2 shared · recurring · last Jan 1, 2019
Black Diamond Financial, LLC 2 shared · recurring · last Jan 1, 2019
Institutional Capital Network, Inc. 2 shared · recurring · last Jan 1, 2020
Pathstone Federal Street 2 shared · recurring · last Jan 1, 2019
Hewins Financial Advisors, LLC 2 shared · recurring · last Jan 1, 2018
Radnor Financial Advisors, LLC 2 shared · recurring · last Jan 1, 2019
TOP Consulting S.A. 2 shared · recurring · last Jan 1, 2018
Arete Wealth Advisors, LLC 2 shared · recurring · last Jan 1, 2019
Convergent Wealth Advisors, LLC 2 shared · recurring · last Jan 1, 2017
Barclays Saudi Arabia 2 shared · recurring · last Jan 1, 2015
Raymond James & Associates, Inc. 2 shared · recurring · last Jan 1, 2019
Icapital Securities, LLC 2 shared · recurring · last Jan 1, 2023
UBS Financial Services Inc. 2 shared · recurring · last Jan 1, 2018
Wiley Bros.-Aintree Capital, LLC 2 shared · recurring · last Apr 17, 2026
Morgan Stanley 2 shared · recurring · last Jan 1, 2018
Moors & Cabot, Inc 2 shared · recurring · last Jan 1, 2019
BNP Paribas Sa 2 shared · recurring · last Jan 1, 2019
Vigilant Distributors, LLC 2 shared · recurring · last Apr 17, 2026
LPL Financial LLC 2 shared · recurring · last Jan 1, 2019
Camden Capital, LLC 2 shared · recurring · last Jan 1, 2019
Cfo4life, L.P. 2 shared · recurring · last Jan 1, 2018
Cais Capital LLC 2 shared · recurring · last Jan 1, 2021
Brightworth, LLC 2 shared · recurring · last Jan 1, 2019
Edge Advisors, LLC 2 shared · recurring · last Jan 1, 2019
Clearstead, Hartland & Co., LLC 1 shared · one time · last Jan 1, 2019
Access Wealth Management, Inc. 1 shared · one time · last Jan 1, 2017
Paul Comstock Partners 1 shared · one time · last Jan 1, 2016
Balentine 1 shared · one time · last Jan 1, 2015
The Eideard Group, LLC 1 shared · one time · last Jan 1, 2019
Cobblestone Capital Advisors, LLC 1 shared · one time · last Jan 1, 2015
Commerce Street Investment Management 1 shared · one time · last Jan 1, 2018
Credit Suisse Securities (USA) LLC 1 shared · one time · last Jan 1, 2016
Kronstein Alternative Investment Advisers Gmbh 1 shared · one time · last Jan 1, 2013
Gordian Wealth Advisors, LLC 1 shared · one time · last Jan 1, 2018
MCH Investment Strategies, Sgiic, S.A. 1 shared · one time · last Jan 1, 2024
Artivest Alternative Advisors LLC 1 shared · one time · last Jan 1, 2020
Shinhan Securities 1 shared · one time · last Jan 1, 2024
Keybank 1 shared · one time · last Jan 1, 2017
Endowment Wealth Management, Inc. 1 shared · one time · last Jan 1, 2018
Investec Bank 1 shared · one time · last Jan 1, 2016
US Bank Na 1 shared · one time · last Jan 1, 2019
Sumitomo Mitsui Trust Bank, Limited (smtb) 1 shared · one time · last Jan 1, 2020
Cordusio Sim S.P.A. 1 shared · one time · last Jan 1, 2019
Caam Fund Services Ab 1 shared · one time · last Jan 1, 2023
UBS Financial Services Inc. 1 shared · one time · last Jan 1, 2013
Stonepoint Capital, LLC 1 shared · one time · last Jan 1, 2019
Merrill Lynch International & Co. C.V. 1 shared · one time · last Jan 1, 2013
Buckbridge Prosta Spólka Akcyjna 1 shared · one time · last Jan 1, 2023
Signature Securities Group Corp. 1 shared · one time · last Jan 1, 2018
Baron Wealth Management, LLC 1 shared · one time · last Jan 1, 2018
KB Securities Co. Ltd. 1 shared · one time · last Jan 1, 2022
BC Advisors, LLC 1 shared · one time · last Jan 1, 2019
Sageworth Investment Advisors 1 shared · one time · last Jan 1, 2016
Banco Itau (suisse) S.A. 1 shared · one time · last Jan 1, 2014
Camden Asset Management 1 shared · one time · last Jan 1, 2017
Moneta Group Investment Advisors, LLC 1 shared · one time · last Jan 1, 2019
PJT Partners LP 1 shared · one time · last Jan 1, 2022
Pathwise 1 shared · one time · last Jan 1, 2018
Moonfare II S.À R.L. 1 shared · one time · last Jan 1, 2022
Team Hewins, LLC 1 shared · one time · last Jan 1, 2019
Hightower Securities, LLC 1 shared · one time · last Jan 1, 2015
Captrust 1 shared · one time · last Jan 1, 2019
Chartwell Consulting USA LLC 1 shared · one time · last Jan 1, 2019
Nomos 1 shared · one time · last Jan 1, 2015
Securities and Investment Company Bsc(c) 1 shared · one time · last Jan 1, 2017
Foreside Fund Services, LLC 1 shared · one time · last Jan 1, 2016
Bethmann Bank Ag 1 shared · one time · last Jan 1, 2019
Mizuho Securities Co., Ltd. 1 shared · one time · last Jan 1, 2020
LGT Vestra US Limited 1 shared · one time · last Jan 1, 2019
Marquis Wealth Management Group 1 shared · one time · last Jan 1, 2017
Brown Advisory Securities, LLC 1 shared · one time · last Jan 1, 2017
Stanbic Ibtc Holdings 1 shared · one time · last Jan 1, 2015
Marion Bass Securities Corporation 1 shared · one time · last Jan 1, 2016
SYM Financial Advisors 1 shared · one time · last Jan 1, 2019
Indie Asset Partners, LLC 1 shared · one time · last Jan 1, 2018
Stanbic Ibtc Capital Limited 1 shared · one time · last Jan 1, 2014
Calamos Wealth Management LLC 1 shared · one time · last Jan 1, 2019
Palmetto Premier Advisors, LLC 1 shared · one time · last Jan 1, 2018
Robertson Stephens Advisors 1 shared · one time · last Jan 1, 2017
Credit Suisse 1 shared · one time · last Jan 1, 2018
DBS Bank (hong Kong) Limited 1 shared · one time · last Jan 1, 2022
Crescent Grove Advisors 1 shared · one time · last Jan 1, 2019
Shinhan Investment Corp 1 shared · one time · last Jan 1, 2020
DBS Bank Ltd. 1 shared · one time · last Jan 1, 2022
Fintrust Capital Advisors, LLC 1 shared · one time · last Jan 1, 2018
Hsbc Global Asset Management (hong Kong) Limited 1 shared · one time · last Jan 1, 2019
ABN Amro N.V. 1 shared · one time · last Jan 1, 2019
Solaris Advisors, LLC 1 shared · one time · last Jan 1, 2019
Central Park Fund Administration, LLC 1 shared · one time · last Jan 1, 2013
Camden Wealth Advisors LLC 1 shared · one time · last Jan 1, 2019
Sanctuary Wealth Advisors LLC 1 shared · one time · last Jan 1, 2016
Amchor Investment Strategies 1 shared · one time · last Jan 1, 2023
MTX Wealth Management, LLC 1 shared · one time · last Jan 1, 2018
Banco Itau Europa International 1 shared · one time · last Jan 1, 2014
Marquise Wealth Management, LLC 1 shared · one time · last Jan 1, 2019

Financial advisers (1)

William Blair 1 shared · one time · last Jun 2, 2021

Legal advisers (2)

Willkie Farr & Gallagher LLP 1 shared · one time · last Jun 2, 2021
Alston & Bird 1 shared · one time · last Jun 2, 2021

LP commitments

31 disclosed

California Public Employees' Retirement System in Carlyle Asia Growth Partners III, L.P. $75.0M calpers.ca.gov
California Public Employees' Retirement System in Carlyle Asia Partners III, L.P. $150M calpers.ca.gov
California Public Employees' Retirement System in Carlyle Asia Partners V $125M calpers.ca.gov
California Public Employees' Retirement System in Carlyle Europe Partners II, L.P. $42.2M calpers.ca.gov
California Public Employees' Retirement System in Carlyle Europe Partners III, L.P. $241M calpers.ca.gov
California Public Employees' Retirement System in Carlyle Partners V, L.P. $800M calpers.ca.gov
California Public Employees' Retirement System in Carlyle Partners VI $301M calpers.ca.gov
California Public Employees' Retirement System in Carlyle Partners VII $300M calpers.ca.gov
California Public Employees' Retirement System in Carlyle Partners Viii $177M calpers.ca.gov
California Public Employees' Retirement System in Greenleaf Co-Invest Partners, L.P. $1.4B calpers.ca.gov
Washington State Investment Board in Carlyle Partners VII $600M sib.wa.gov
Washington State Investment Board in Carlyle Partners Viii $300M sib.wa.gov
California State Teachers' Retirement System in Carlyle Asia Partners V $250M calstrs.com
California State Teachers' Retirement System in Carlyle Europe Partners III, L.P. $446M calstrs.com
California State Teachers' Retirement System in Carlyle Europe Partners IV $176M calstrs.com
California State Teachers' Retirement System in Carlyle Partners V, L.P. $500M calstrs.com
California State Teachers' Retirement System in Carlyle Partners VI $250M calstrs.com
California State Teachers' Retirement System in Carlyle Partners VII $500M calstrs.com
California State Teachers' Retirement System in Carlyle U.S. Equity Opportunity Fund II $150M calstrs.com
New York State Common Retirement Fund in Carlyle Europe Partners II, L.P. $108M osc.ny.gov
New York State Common Retirement Fund in Carlyle Partners V, L.P. $150M osc.ny.gov
Minnesota State Board of Investment in Carlyle Partners VII $150M msbi.us
Minnesota State Board of Investment in Carlyle Partners Viii $150M msbi.us
Massachusetts Pension Reserves Investment Management Board amount not disclosed mapension.com
New York State Common Retirement Fund in Carlyle Partners V, L.P. $150M osc.ny.gov
New Jersey Division of Investment in Carlyle Partners VI $300M nj.gov
Alaska Permanent Fund Corporation in Carlyle International Energy Partners $200M apfc.org
Alaska Permanent Fund Corporation in Carlyle Partners VI $30.0M apfc.org
Teachers' Retirement System of the State of Illinois amount not disclosed trsil.org
Los Angeles City Employees' Retirement System in Carlyle Partners V, L.P. $30.0M lacers.org
Los Angeles City Employees' Retirement System in Carlyle Partners IV, L.P. $19.6M lacers.org

Events

6 most recent

Jun 30, 2025
Massachusetts Pension Reserves Investment Management Board reports Carlyle Group: an undisclosed amount committed
Lp commitment disclosedFactMassachusetts Pension Reserves Investment Management BoardPublic pension private-markets disclosures, read through the venture lane's LP report tape
Jun 2, 2025
Teachers' Retirement System of the State of Illinois reports Carlyle Group: an undisclosed amount committed
Lp commitment disclosedFactTeachers' Retirement System of the State of IllinoisPublic pension private-markets disclosures, read through the venture lane's LP report tape
Jun 2, 2021
NEOGOV Announces Growth Investment from The Carlyle Group and Warburg Pincus Jun 2, 2021
Growth investmentFactNEOGOV Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
May 28, 2021
Palamon partners with IDH management in take out of Carlyle
Transaction announcedFactPalamon Capital Partners, LP Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Dec 7, 2020
The Carlyle Group to acquire the Acrotec Group Global investment firm The Carlyle Group (NASDAQ: CG) today has agreed to acquire the Acrotec Group, in partnership with its…
Platform investmentFactAcrotec Group Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Mar 30, 2012
The Carlyle Group first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness100 · HIGH: as of: 2026-09-16items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":1,"evidence":"0 days"}]method: sum of component points, capped at 1.0
model score-pe-1
Exit readiness35 · MODERATE: as of: 2026-09-16items: [{"code":"MATURE_HOLD","points":0.35,"caution":"a holding period is not evidencemethod: sum of component points, capped at 1.0
missing: no executive or refinancing events tracked for this company yet
model score-pe-1
Research priority74 · ELEVATED: as of: 2026-09-16items: [{"code":"SCALE_BAND","points":0.4,"evidence":"LARGE_CAP"},{"code":"COMPLETENESSmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity3 · LOW: as of: 2026-09-16items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.03333333333333333,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite28 · MODERATE: as of: 2026-09-16items: [{"code":"ADD_ONS_12M","points":0.08,"evidence":["Hilb Group Announces Acquisitimethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness75 · HIGH: as of: 2026-09-16items: [{"code":"FIELDS_PRESENT","points":0.75,"evidence":["website","funds","team","pamethod: sum of component points, capped at 1.0
missing: description, stated criteria, lenders
model score-pe-1
Fund deployment activity100 · HIGH: as of: 2026-09-16items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 28
Sources: 5
Open research tasks: 7

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

The Carlyle Group is the same institution as 5 records in Independent Sponsors, RIA and Wealth, Allocators, Private Credit and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Allocators1Private Credit1Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

Checking your plan…