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| Carlyle Investment Management LLC
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| CRD # | 111128 |
| SEC # | 801-52462 |
| CIK # | 0001527166, 0001354120 |
| AUM | 283.8 B (2026-03-31) |
| Employees | 1,040 (30% Investors, 0% Brokers) |
| Phone | 202-729-5626 |
| Address | 1001 Pennsylvania Avenue, NW Washington, DC 20004-2505 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Medline Inc | 8.3 | ||
| Standardaero Inc | 2.2 | ||
| Phathom Pharmaceuticals Inc | 0.0 | ||
| PONY AI Inc | 0.0 | ||
| Invitation Homes Inc | 0.0 | ||
| U-Store-It Trust | 0.0 | ||
| Homology Medicines Inc | 0.0 | ||
| Getty Images Holdings Inc | 0.0 | ||
| Spruce Biosciences Inc | 0.0 | ||
| Forward Air Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Abingworth Clinical Co-Development Fund 3 | [2026-03-31] | 65.9 M | |
| PE | ACCD 3 SMRS Co-Invest LP | 2026-03-31 | ||
| PE | Carlyle Bluebird SMA LP | 2026-03-31 | ||
| SA | Carlyle Euro CLO 2013-1 DAC | 2026-03-31 | 540.9 M | |
| SA | Carlyle Euro CLO 2025-1 DAC | 2026-03-31 | 744.7 M | |
| SA | Carlyle Euro CLO 2025-2 DAC | 2026-03-31 | 596.1 M | |
| SA | Carlyle Euro CLO 2025-Ce DAC | 2026-03-31 | 263.7 M | |
| SA | Carlyle Euro CLO 2025-De DAC | 2026-03-31 | 100.8 M | |
| RE | Carlyle Europe Realty Fund III | 2026-03-31 | ||
| PE | Carlyle Global Infrastructure Opportunity Fund II | 2026-03-31 | ||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 595 | 203.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 15 | 80.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 612 | 283.8 |
| By Discretionary | ||
| Discretionary | 602 | 200.8 |
| Non-Discretionary | 10 | 83.1 |
| Total | 612 | 283.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 122.6 | |
| United States Persons | 161.2 | |
| Total | 612 | 283.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sean Flynn | 165 | 41 | ||
| Patrick Harrigan | 135 | 40 | ||
| Laurence Tosi | 167 | 14 | ||
| Tej Gujadhur | 51 | 14 | ||
| Jonathan Gray | 94 | 9 | ||
| Santosh Gujadhur | 29 | 9 | ||
| Anthony Beovich | 172 | 8 | ||
| Dennis McDonagh | 40 | 7 | ||
| Michael Nash | 53 | 6 | ||
| Judy Turchin | 42 | 6 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001354120] | |
| 3 | [0001354120] | |
| 4 | [0001354120] | |
| SC 13D | [0001354120] | |
| SC 13G | [0001354120] | |
| 10-K | [0001527166] | |
| 10-Q | [0001527166] | |
| 13F-HR | [0001527166] | |
| 3 | [0001527166] | |
| 4 | [0001527166] | |
| 8-K | [0001527166] | |
| SC 13D | [0001527166] | |
| SC 13G | [0001527166] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $107.7B |
| Clients | 16 (67 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300MVJ5FAYQX68835 |
| Related People Network |
|---|
| 132 people file Form D offerings alongside this firm's people, tied to 28 other firms through shared filers. |
| Related Firms | State | AUM |
|---|---|---|
|
Carlyle Investment Management LLC
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|
DC | 283.8 B |
|
Carlyle Global Credit Investment Management LLC
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|
NY | 68.4 B |
|
AlpInvest Partners BV
✚
|
39.9 B | |
|
Carlyle Aviation Securities Partners LLC
✚
|
FL | 1.1 B |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ares Management LLC
✚
|
CA | 458.8 B |
|
Point72 Asset Management LP
✚
|
CT | 274.1 B |
|
HPS Investment Partners LLC
✚
|
NY | 175.7 B |
|
Nuveen Alternatives Advisors LLC
✚
|
NY | 142.0 B |
|
APG Asset Management US Inc
✚
|
NY | 141.3 B |
|
Corebridge Institutional Investments US LLC
✚
|
NJ | 121.1 B |
|
Angelo Gordon & Co LP
✚
|
NY | 115.9 B |
|
StepStone Group LP
✚
|
CA | 107.8 B |
|
Brookfield Asset Management PIC US LLC
✚
|
NY | 105.3 B |
|
Oak Hill Advisors LP
✚
|
NY | 100.7 B |