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
Alpinvest US Holdings, LLC
Latest filing Jul 16, 2026
First filing on the tape Oct 31, 2023 · 9 filings
SEC status approved since Dec 15, 2023
RAUM
$58B
reported, Item 5.F
Discretionary
98%
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
289
127 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
110
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$58B as of Jul 16, 2026
Mar 29, 2024$39B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 16, 2026
Mar 29, 20240 then
Employees (5.A)289 as of Jul 16, 2026
Mar 29, 2024216 then
Private funds110 as of Jul 16, 2026
Mar 29, 202487 then
RAUM +22% over the last fiscal yearIARs 0 to 0offices 4 to 5
Practice profile
derived from the filing of Jul 16, 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
- $424MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 6.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- 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$54B93%
- Sovereign wealth funds$2.9B5.1%
- Insurance companies$685M1.2%
- State and municipal entities$224M0.4%
- Banks and thrifts$37.1M0.1%
- Pension and profit-sharing plans$27.6M0.0%
- Other investment advisers$6.8M0.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 136reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.93 institutional_share=0.07 related_bd=true related_bank=true bd_reps=11.0derived
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
87 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Alpinvest Secondaries Fund (Offshore) Vii, L.P. | Private Equity Fund | $3.4B | 97 | Mar 31, 2021 |
| Alpinvest Secondaries Fund (Onshore) Viii, L.P. | Private Equity Fund | $2.4B | 24 | Mar 29, 2024 |
| Alpinvest Secondaries Fund (Offshore) Viii, L.P. | Private Equity Fund | $2.3B | 62 | Mar 29, 2024 |
| Alpinvest Secondaries Fund (Onshore) Vii, L.P. | Private Equity Fund | $2.2B | 153 | Mar 31, 2021 |
| Alpinvest Access Fund II, L.P. | Private Equity Fund | $1.5B | 3 | Mar 29, 2019 |
| Alpinvest Co-Investment Fund (Onshore) Viii, L.P. | Private Equity Fund | $1.5B | 141 | Mar 31, 2021 |
| Alpinvest Secondaries Fund (Offshore) Vi, L.P. | Private Equity Fund | $1.5B | 43 | Mar 30, 2017 |
| Alpinvest N Fund, L.P. | Private Equity Fund | $1.1B | 2 | Mar 31, 2023 |
| Alpinvest Finance Street, L.P. | Private Equity Fund | $1.1B | 2 | Mar 30, 2018 |
| Alpinvest C Fund, L.P. | Private Equity Fund | $1.1B | 2 | Mar 30, 2018 |
| Alpinvest Co-Investment Fund (Offshore) Ix, L.P. | Private Equity Fund | $1.0B | 60 | Mar 29, 2024 |
| Alpinvest Co-Investment Fund (Offshore) Viii, L.P. | Private Equity Fund | $978M | 63 | Mar 31, 2021 |
| Alpinvest Finance Street II, L.P. | Private Equity Fund | $963M | 2 | Mar 31, 2022 |
| Alpinvest C Fund II, L.P. | Private Equity Fund | $939M | 2 | Mar 31, 2022 |
| Alpinvest Spire Fund, L.P. | Private Equity Fund | $933M | 2 | Mar 31, 2022 |
| Alpinvest Secondaries Fund (Onshore) Vi, L.P. | Private Equity Fund | $742M | 116 | Mar 30, 2017 |
| Alpinvest Co-Investment Fund (Offshore) Vii, L.P. | Private Equity Fund | $738M | 75 | Mar 30, 2018 |
| Alpinvest Strategic Portfolio Finance Fund (Onshore) II, L.P. | Private Equity Fund | $715M | 15 | Mar 29, 2024 |
| Alpinvest Hli Fund, L.P. | Private Equity Fund | $646M | 2 | Mar 30, 2020 |
| Alpinvest Grio Fund, L.P. | Private Equity Fund | $600M | 4 | Mar 29, 2019 |
| Alp L Global Pe Sma Fund, L.P. | Private Equity Fund | $589M | 2 | Mar 31, 2021 |
| Alpinvest Co-Investment Fund (Onshore) Vii, L.P. | Private Equity Fund | $577M | 104 | Mar 30, 2018 |
| Alpinvest Access Fund III, L.P. | Private Equity Fund | $556M | 3 | Mar 31, 2021 |
| Alpinvest Grio Fund II, L.P. | Private Equity Fund | $436M | 3 | Mar 29, 2024 |
| Alpinvest Hli II Fund, L.P. | Private Equity Fund | $404M | 2 | Mar 31, 2023 |
| Alpinvest Access Fund, L.P. | Private Equity Fund | $401M | 3 | Mar 30, 2016 |
| Cendana I, L.P. | Private Equity Fund | $343M | 2 | Mar 31, 2022 |
| Alpinvest Falcon Scf I, L.P. | Private Equity Fund | $342M | 2 | Mar 31, 2021 |
| Alpinvest Pss Fund, L.P. | Private Equity Fund | $326M | 2 | Mar 30, 2018 |
| Alpinvest Co-Investment Fund (Onshore) Ix, L.P. | Private Equity Fund | $308M | 23 | Mar 29, 2024 |
| Alpinvest Victoria Growth Portfolio, L.P. | Private Equity Fund | $303M | 2 | Mar 29, 2024 |
| Alpinvest Pss Fund II, L.P. | Private Equity Fund | $262M | 2 | Mar 31, 2022 |
| Alpinvest Access Fund II-A, L.P. | Private Equity Fund | $256M | 3 | Mar 30, 2020 |
| Alpinvest/Michigan Investment Fund, L.P. | Private Equity Fund | $230M | 2 | Nov 11, 2011 |
| Alpinvest Global Advantage Fund, L.P. | Private Equity Fund | $221M | 3 | Mar 30, 2016 |
| Alpinvest Atom Fund (Onshore), L.P. | Private Equity Fund | $215M | 6 | Mar 31, 2022 |
| Alpinvest North Rush II, L.P. | Private Equity Fund | $212M | 2 | Mar 29, 2019 |
| Top Castle Sidecar Vii, L.P. | Private Equity Fund | $209M | 2 | Mar 31, 2021 |
| Alpinvest Strategic Portfolio Finance Fund (Offshore) II, L.P. | Private Equity Fund | $207M | 12 | Mar 29, 2024 |
| Alpinvest Wb Ssma, L.P. | Private Equity Fund | $203M | 4 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Rudolfina Geertruida Bagijn-Van Overbeeke · Managing Director And Principal Executivecontrolsince 06/2019 · owns less than 5%
- Kathleen Erica Herberg · Chief Financial Officercontrolsince 12/2021 · owns less than 5%
- Samuel Cameron Fairall · Chief Compliance Officersince 05/2011 · owns less than 5%
- Steven Michael Thorne · Chief Legal Officersince 06/2019 · owns less than 5%
Entity owners
- The Carlyle Group · Managing 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. · Memberindirect · owns 75% or more of The Carlyle Group
- The Carlyle Group Inc. · Memberindirect · owns 75% or more of Carlyle Holdings II Gp L.L.C. · public reporting company
- The Carlyle Group Inc. · Memberindirect · owns 50% to 75% of Carlyle Holdings II L.L.C. · public reporting company
- The Carlyle Group, Inc. · Shareholderindirect · owns 75% or more of Carlyle Holdings I Gp Inc. · public reporting company
Related persons
Schedule D 7.A
- Acp Viii 2020-2024 Gp, LLCpooled vehicle sponsorn
- Alp L Global Gp B.V.pooled vehicle sponsorn
- Alp L Global Gp, L.P.pooled vehicle sponsorn
- Alpinvest Access Gp, LLCpooled vehicle sponsory
- Alpinvest Access II Gp B.V.pooled vehicle sponsorn
- Alpinvest Access II Gp, L.P.pooled vehicle sponsorn
- Alpinvest Access III Gp, L.P.pooled vehicle sponsorn
- Alpinvest Af B.V.bankpooled vehicle sponsorn
- Alpinvest Asf Vii G Sidecar Gp, LLCy
- Alpinvest Asf Vii Sidecar Gp, LLCy
- Alpinvest Asf Vii Top Castle Sidecar Gp, LLCpooled vehicle sponsory
- Alpinvest Atom Gp, L.P.pooled vehicle sponsorn
- Alpinvest Atom II Gp, L.P.pooled vehicle sponsorn
- Alpinvest Atom II Lux Gp S.A.R.L.pooled vehicle sponsorn
- Alpinvest Atom Lux Gp S.A.R.L.pooled vehicle sponsorn
- Alpinvest C Gp, LLCbankpooled vehicle sponsory
- Alpinvest C II Gp, L.P.pooled vehicle sponsorn
- Alpinvest Cendana I Gp B.V.pooled vehicle sponsorn
- Alpinvest Cendana I Gp, L.P.pooled vehicle sponsorn
- Alpinvest Chesapeake Scf I Gp B.V.pooled vehicle sponsorn
- Alpinvest Chesapeake Scf I Gp, L.P.pooled vehicle sponsorn
- Alpinvest Ci Vii B.V.bankpooled vehicle sponsorn
- Alpinvest Ci Viii B.V.pooled vehicle sponsorn
- Alpinvest Co-Investment Ix Gp, L.P.bankpooled vehicle sponsorn
- Alpinvest Co-Investment Ix Lux Gp S.A R.L.bankpooled vehicle sponsorn
- Alpinvest Co-Investment Vii Gp, LLCbankpooled vehicle sponsory
- Alpinvest Co-Investment Vii Lux Gp S.A.R.L.bankpooled vehicle sponsorn
- Alpinvest Co-Investment Viii Gp, L.P.pooled vehicle sponsory
- Alpinvest Co-Investment Viii Lux Gp S.A.R.L.pooled vehicle sponsorn
- Alpinvest Cws Gp B.V.pooled vehicle sponsorn
Advisers that list Alpinvest US Holdings, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Amsterdam, Netherlands26 employees
- Hong Kong, Hong Kong10 employees
- London, United Kingdom8 employees
- Singapore, Singapore2 employees
What changed
consecutive filings, newest first
- Accounts · 120 to 136Jul 24, 2025 to Mar 31, 2026
- Advisory employees · 106 to 127Jul 24, 2025 to Mar 31, 2026
- BD registered reps · 12 to 11Jul 24, 2025 to Mar 31, 2026
- Pooled vehicle clients · 111 to 120Jul 24, 2025 to Mar 31, 2026
- Employees · 236 to 289Jul 24, 2025 to Mar 31, 2026
- Other offices · 4 to 5Jul 24, 2025 to Mar 31, 2026
- Private funds · 102 to 110Jul 24, 2025 to Mar 31, 2026
- Discretionary RAUM · $46B to $56BJul 24, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.2B to $1.3BJul 24, 2025 to Mar 31, 2026
- Pension RAUM · $24.9M to $27.6MJul 24, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $45B to $54BJul 24, 2025 to Mar 31, 2026
- RAUM · $47B to $58BJul 24, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 24, 2025
- Accounts · 105 to 120Jan 24, 2025 to Mar 31, 2025
- Advisory employees · 92 to 106Jan 24, 2025 to Mar 31, 2025
- BD registered reps · 10 to 12Jan 24, 2025 to Mar 31, 2025
- Pension plan clients · unset to 1.0Jan 24, 2025 to Mar 31, 2025
- Pooled vehicle clients · 96 to 111Jan 24, 2025 to Mar 31, 2025
- Employees · 216 to 236Jan 24, 2025 to Mar 31, 2025
- Private funds · 87 to 102Jan 24, 2025 to Mar 31, 2025
- Discretionary RAUM · $38B to $46BJan 24, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $243M to $1.2BJan 24, 2025 to Mar 31, 2025
- Pension RAUM · $24.1M to $24.9MJan 24, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $36B to $45BJan 24, 2025 to Mar 31, 2025
- RAUM · $39B to $47BJan 24, 2025 to Mar 31, 2025
- Accounts · unset to 105.0Oct 31, 2023 to Mar 29, 2024
- Advisory employees · 94 to 92Oct 31, 2023 to Mar 29, 2024
- BD registered reps · 4 to 10Oct 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · unset to 96.0Oct 31, 2023 to Mar 29, 2024
- Employees · 225 to 216Oct 31, 2023 to Mar 29, 2024
- Private funds · unset to 87Oct 31, 2023 to Mar 29, 2024
- Discretionary RAUM · unset to 38313409732.0Oct 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · unset to 243435270.0Oct 31, 2023 to Mar 29, 2024
- Pension RAUM · unset to 24083945.0Oct 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · unset to 36342578332.0Oct 31, 2023 to Mar 29, 2024
- RAUM · unset to 38556845002.0Oct 31, 2023 to Mar 29, 2024
Signals
1 dated events
- Alpinvest Us Holdings, Llc filed its initial SEC registration (Form ADV)Oct 31, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Alpinvest US Holdings, LLC · Independent Sponsorsshared crd · capital_provider
- Alpinvest US Holdings, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/alpinvest-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/the-carlyle-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ir.carlyle.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (646) 735-4293reportedpublic record, Form ADV, Jul 16, 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