Carlyle Investment Management LLC

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Carlyle Investment Management LLC
CRD #111128
SEC #801-52462
CIK #0001527166, 0001354120
AUM $275.9 B (2025-03-31)
Employees 1,028 (31% Investors, 0% Brokers)
Phone202-729-5626
Address1001 Pennsylvania Avenue, NW
Washington, DC 20004-2505
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
3002401801206002000200820172026
CIK Period
0001527166 0001354120
Sector Form 13F Holdings Value ($B)
Standardaero Inc 4.8
Capnia Inc 0.1
Phathom Pharmaceuticals Inc 0.0
PONY AI Inc 0.0
Invitation Homes Inc 0.0
Getty Images Holdings Inc 0.0
U-Store-It Trust 0.0
Amplitude Healthcare Acquisition Corp 0.0
Smart Share Global Ltd 0.0
Hillevax Inc 0.0
Forward Air Corp 0.0
Freedom Acquisition I Corp 0.0
Max-1 Acquisition Corp 0.0
Restorbio Inc 0.0
Homology Medicines Inc 0.0
Krispy Kreme Inc 0.0
N-Able Inc 0.0
Reneo Pharmaceuticals Inc 0.0
Robinhood Markets Inc 0.0
Nucana PLC 0.0
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold ($M) AUM ($M)
RE Carav Partners [2025-03-31] 0.0 194.8
PE Carlyle Crispy Partners 2025-03-31 115.8
PE Carlyle Encore CoInvestment II LP [2025-03-31] 0.0 599.9
SA Carlyle Euro CLO 2024-2 DAC 2025-03-31 611.7
PE Carlyle Europe Partners VI [2025-03-31] 120.1 0.0
PE Carlyle Excelsior CoInvestment LP [2025-03-31] 0.0 115.2
PE Carlyle KIPE Co-Invest Partners LP 2025-03-31 15.8
RE Carlyle Realty Partners X [2025-03-31] 6,994.6 38.8
PE Carlyle Spruce CoInvestment SCSP [2025-03-31] 0.0 0.0
SA Carlyle US CLO 2024-1 Ltd 2025-03-31 435.1
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 585 204.2
(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 14 70.9
(l) Sovereign wealth funds and foreign official institutions 1 0.8
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 0.0
Total 602 275.9
By Discretionary
Discretionary 592 201.4
Non-Discretionary 10 74.4
Total 602 275.9
By Non-United States Persons
Non-United States Persons 117.7
United States Persons 158.2
Total 602 275.9
Limited Partners2011 - 2025
Alaska Permanent Fund Corporation
Baltimore County Fire and Police Employees' Retirement System
California Public Employees' Retirement System
California State Teachers' Retirement System
Houston Police Officers' Pension System
Los Angeles County Employees Retirement Association
Maine Public Employees Retirement System
Maryland State Retirement and Pension System
Massachusetts Pension Reserves Investment Management
Minnesota State Board of Investment
Missouri Public School Retirement System
New Hampshire Retirement System
New Jersey Division of Investment
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
New York State Common Retirement Fund
Oregon Public Employees Retirement Fund
Pennsylvania Public School Employees' Retirement System
Pennsylvania State Employees' Retirement System
Sixth Swedish National Pension Fund
South Carolina Public Employees Benefit Authority
South Dakota Investment Council
State Board of Administration of Florida
State of Michigan Retirement System
State Teachers Retirement System of Ohio
Teachers' Retirement Security for Illinois Educators
Teachers' Retirement System of the City of New York
Virginia Retirement System
Washington State Investment Board
Form D Directors # Filings # Firms 2011 - 2025
Sean Flynn 165
Patrick Harrigan 134
Tej Gujadhur 51
Laurence Tosi 163
Santosh Gujadhur 29
Jonathan Gray 94
Anthony Beovich 164
Dennis McDonagh 40
David Rubenstein 273
Michael Nash 53
View All
EDGAR Form CIK 2011 - 2025
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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Capital World Investors Carlyle Group Inc [2025-08-13]
Carlyle Group Inc Standardaero Inc [2025-02-12]
Carlyle Group Inc CANO Health Inc [2024-07-08]
Carlyle Group Inc Q32 Bio Inc [2024-03-29]
Capital World Investors Carlyle Group Inc [2024-02-09]
BlackRock Inc Carlyle Group Inc [2024-01-25]
Carlyle Group Inc Complete Solaria Inc [2023-09-22]
Carlyle Group Inc Phathom Pharmaceuticals Inc [2023-03-09]
Carlyle Group Inc Vertical Capital Income Fund [2023-01-23]
Carlyle Group Inc MKS Instruments Inc [2022-08-29]
View All
Form 3/4/5 Subject 2011 - 2025
Carlyle Group Inc.
Ferguson Jeffrey W.
Conway William E Jr
Redett John C.
Andrews Charles Elliott Jr.
TC Group VII S1, L.L.C.
Carlyle Holdings I GP Inc.
TC Group, LLC
CommScope Holding Company, Inc.
TC Group Sub L.P.
View All
Related Firms State AUM ($B)
Carlyle Investment Management LLC
DC 275.9
Carlyle Global Credit Investment Management LLC
NY 59.0
AlpInvest Partners BV
36.7
Carlyle Aviation Securities Partners LLC
FL 1.1
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NY 92.3
Oak Hill Advisors LP
NY 86.3
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