DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Carlyle Aviation Pdp Management LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2020 · 10 filings
SEC status approved since Apr 30, 2020
RAUM
$10B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
124
25 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
22
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$10B as of Mar 31, 2026
Mar 31, 2021$503M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20210 then
Employees (5.A)124 as of Mar 31, 2026
Mar 31, 20214 then
Private funds22 as of Mar 31, 2026
Mar 31, 202319 then
RAUM -6.7% over the last fiscal year+6.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $693MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -6.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $10B, 15 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.8B85%
- Insurance companies$1.6B15%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $10B for 15 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.85 institutional_share=0.15 related_bd=true related_bank=true bd_reps=3.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Maverick Aviation (Ireland) Designated Activity Company | Private Equity Fund | $4.8B | 3 | Mar 31, 2023 |
| Maverick Aviation Partnership LP | Private Equity Fund | $1.8B | 3 | Mar 31, 2023 |
| Carlyle Aviation Runway Pdp Fund LP | Private Equity Fund | $1.5B | 1 | Sep 30, 2019 |
| Carlyle Aviation International Leasing Master Fund LP | Private Equity Fund | $930M | 10 | Mar 31, 2023 |
| Carlyle Aviation Leasing Fund LP | Private Equity Fund | $781M | 8 | Mar 31, 2023 |
| Sasof International Master Fund V LP | Private Equity Fund | $753M | 38 | Mar 31, 2023 |
| Sasof V LP | Private Equity Fund | $718M | 19 | Mar 31, 2023 |
| Sasof International Master Fund IV LP | Private Equity Fund | $378M | 43 | Mar 31, 2023 |
| Sasof IV LP | Private Equity Fund | $332M | 16 | Mar 31, 2023 |
| Sasof Offshore V LP | Private Equity Fund | $296M | 19 | Mar 31, 2023 |
| Sasof Offshore IV LP | Private Equity Fund | $210M | 27 | Mar 31, 2023 |
| Sasof III LP | Private Equity Fund | $132M | 22 | Mar 31, 2023 |
| Carlyle Aviation Leasing Offshore Fund LP | Private Equity Fund | $131M | 2 | Mar 31, 2023 |
| Sasof Vi LP | Private Equity Fund | $113M | 2 | Mar 30, 2024 |
| Sasof Offshore III LP | Private Equity Fund | $72.9M | 31 | Mar 31, 2023 |
| Sasof International Master Fund III LP | Private Equity Fund | $57.8M | 52 | Mar 31, 2023 |
| Carlyle Aviation US Leasing Master Fund LP | Private Equity Fund | $32.5M | 10 | Mar 31, 2023 |
| Sasof US Master Fund IV LP | Private Equity Fund | $23.7M | 43 | Mar 31, 2023 |
| Sasof US Master Fund V LP | Private Equity Fund | $10.6M | 38 | Mar 31, 2023 |
| Sasof US Master Fund III LP | Private Equity Fund | $1.9M | 52 | Mar 31, 2023 |
| Sasof US Master Fund Vi LP | Private Equity Fund | $0 | 2 | Mar 30, 2024 |
| Sasof International Master Fund Vi LP | Private Equity Fund | $0 | 2 | Mar 30, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Alexander Jason Avdenko · Chief Compliance Officercontrolsince 09/2019 · owns less than 5%
- Davis William Hoffman · Manager / Chairmancontrolsince 09/2019 · owns less than 5%
- Geoffrey Robert Korn · Manager / Presidentcontrolsince 09/2019 · owns less than 5%
- Nmn Javier Meireles · Chief Financial Officer / Chief Operating Officercontrolsince 09/2019 · owns less than 5%
Entity owners
- Carlyle Aviation Partners Ltd. · Memberdirect · owns 75% or more
- Carlyle Holdings I Gp Inc. · Memberindirect · owns 75% or more of Carlyle Holdings I Gp Sub L.L.C.
- Carlyle Holdings I Gp Sub L.L.C. · General Partnerindirect · owns F of Carlyle Holdings I L.P.
- Carlyle Holdings I L.P. · Memberindirect · owns 50% to 75% of Cg Subsidiary Holdings L.L.C.
- Carlyle Holdings II Gp L.L.C. · Memberindirect · owns 75% or more of Carlyle Holdings II L.L.C.
- Carlyle Holdings II L.L.C. · Memberindirect · owns 25% to 50% of Cg Subsidiary Holdings L.L.C.
- Cg Subsidiary Holdings L.L.C. · Memberindirect · owns 75% or more of Tc Group, L.L.C.
- Tc Group, L.L.C. · Shareholderindirect · owns 75% or more of Carlyle Aviation Partners Ltd.
- The Carlyle Group Inc. · Shareholderindirect · owns 75% or more of Carlyle Holdings I Gp Inc. · public reporting company
- The Carlyle Group Inc. · Memberindirect · owns 75% or more of Carlyle Holdings II Gp L.L.C. · public reporting company
Related persons
Schedule D 7.A
- Carlyle Aviation Leasing Services LPpooled vehicle sponsorn
- Carlyle Aviation Maverick Services Designated Activity Companypooled vehicle sponsorn
- Carlyle Aviation Runway Pdp Gp LLCn
- Carlyle Aviation Securities Partners LLCinvestment adviserbankpooled vehicle sponsornRAUM $1.1B
- Carlyle Aviation Services III LPpooled vehicle sponsorn
- Carlyle Aviation Services IV LPpooled vehicle sponsorn
- Carlyle Aviation Services V LPpooled vehicle sponsorn
- Carlyle Aviation Services Vi LPpooled vehicle sponsorn
- Carlyle Global Credit Investment Management L.L.C.investment adviserbankpooled vehicle sponsornRAUM $68B
- The Carlyle Groupinvestment adviserbanknRAUM $284B
- Celf Advisors Llpinvestment adviserbankn
- Tcg Capital Markets L.L.C.broker-dealern
Advisers that list Carlyle Aviation Pdp Management LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 12 to 15Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 27 to 25Mar 28, 2025 to Mar 31, 2026
- BD registered reps · 2 to 3Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 11 to 14Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $11B to $10BMar 28, 2025 to Mar 31, 2026
- Employees · 121 to 124Mar 28, 2025 to Mar 31, 2026
- Private funds · 23 to 22Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $11B to $10BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.6B to $8.8BMar 28, 2025 to Mar 31, 2026
- RAUM · $11B to $10BMar 28, 2025 to Mar 31, 2026
- Accounts · 15 to 12Feb 15, 2025 to Mar 28, 2025
- Advisory employees · 26 to 27Feb 15, 2025 to Mar 28, 2025
- BD registered reps · 4 to 2Feb 15, 2025 to Mar 28, 2025
- Pooled vehicle clients · 10 to 11Feb 15, 2025 to Mar 28, 2025
- Assets in custody · $9.8B to $11BFeb 15, 2025 to Mar 28, 2025
- Employees · 118 to 121Feb 15, 2025 to Mar 28, 2025
- Financial planning clients · unset to Feb 15, 2025 to Mar 28, 2025
- Private funds · 22 to 23Feb 15, 2025 to Mar 28, 2025
- Discretionary RAUM · $9.8B to $11BFeb 15, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $20.2M to $0Feb 15, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $8.3B to $9.6BFeb 15, 2025 to Mar 28, 2025
- RAUM · $9.8B to $11BFeb 15, 2025 to Mar 28, 2025
- Accounts · 12 to 15Mar 31, 2023 to Mar 30, 2024
- Advisory employees · 21 to 26Mar 31, 2023 to Mar 30, 2024
- Pooled vehicle clients · 9 to 10Mar 31, 2023 to Mar 30, 2024
- Assets in custody · $6.1B to $9.8BMar 31, 2023 to Mar 30, 2024
- Employees · 110 to 118Mar 31, 2023 to Mar 30, 2024
- Private funds · 19 to 22Mar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $8.6B to $9.8BMar 31, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $5.3M to $20.2MMar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $7.5B to $8.3BMar 31, 2023 to Mar 30, 2024
- RAUM · $8.6B to $9.8BMar 31, 2023 to Mar 30, 2024
- Accounts · 1 to 12Aug 12, 2022 to Mar 31, 2023
- Advisory employees · 2 to 21Aug 12, 2022 to Mar 31, 2023
- Advisory activities · 1 to 2Aug 12, 2022 to Mar 31, 2023
- BD registered reps · 0 to 4Aug 12, 2022 to Mar 31, 2023
- Pooled vehicle clients · unset to 9.0Aug 12, 2022 to Mar 31, 2023
- Assets in custody · $9.8B to $6.1BAug 12, 2022 to Mar 31, 2023
- Employees · 4 to 110Aug 12, 2022 to Mar 31, 2023
- Private funds · unset to 19Aug 12, 2022 to Mar 31, 2023
Signals
5 dated events
- Clifton Zechariah Dameron (Chief Legal Officer) no longer on Schedule A of Carlyle Aviation Pdp Management Llc (listed 2024-03-30, absent 2024-11-22)Nov 22, 2024 · Control person left · inference
- Nmn Javier Meireles (Chief Financial Officer / Chief Operating Officer) appeared on Schedule A of Carlyle Aviation Pdp Management LlcMar 30, 2024 · Control person joined · fact
- Carlyle Aviation Pdp Management Llc reported RAUM $8.6B, up 746% from $1.0B (2022-08-12 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Carlyle Aviation Pdp Management Llc reported RAUM $1.0B, up 101% from $502.8M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Carlyle Aviation Pdp Management Llc filed its initial SEC registration (Form ADV)Mar 30, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Carlyle Aviation Pdp Management LLC · Independent Sponsorsshared crd · capital_provider
- Carlyle Aviation Pdp Management LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/carlyle-aviation-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CARLYLE.AEROreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 305-579-2340reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026