Carlyle Group

Evidence PackPROPublic

Real EstateWASHINGTON, DC, United States Founded 1987 Website

AUM

$420B

Ownership

public

Stakeability

59 / LOW

Priority

Tier 1

Employees

N/A

Carlyle was founded in 1987 as a boutique investment bank by five partners with backgrounds in finance and government: William E. Conway Jr., Stephen L. Norris, David Rubenstein, Daniel A. D'Aniello and Greg Rosenbaum. The founding partners named the firm after the Carlyle Hotel in New York ...

SEC RegisteredFund PerformanceBDC ExposureInstitutional HoldersTeam DataILS DealsRegulatoryLegal FilingsHiring SignalsNews Coverage

Stakeability Breakdown

59 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

111128

SEC File Number

801-52462

Registration Type

Registered

Filing Date

Mar 31, 2025

Employee Count

N/A

Discretionary AUM

$201.4B

Private Funds

302

PE Funds

170

VC Funds

N/A

RE Funds

Hedge Funds

N/A

Gross Assets (Private)

$170.7B

Source: SEC IAPD