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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 | |
| Filed 2025-06-25 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $6,000,000 · Revenue Decline to Disclose | ||||
| PE | ACCD 3 SMRS Co-Invest LP | 2026-03-31 | ||
| PE | Carlyle Bluebird SMA LP | 2026-03-31 | ||
| SA | Carlyle Euro CLO 2013-1 DAC | 2026-03-31 | 540.9 M | |
| SA | Carlyle Euro CLO 2025-1 DAC | 2026-03-31 | 744.7 M | |
| SA | Carlyle Euro CLO 2025-2 DAC | 2026-03-31 | 596.1 M | |
| SA | Carlyle Euro CLO 2025-CE DAC | 2026-03-31 | 263.7 M | |
| SA | Carlyle Euro CLO 2025-DE DAC | 2026-03-31 | 100.8 M | |
| RE | Carlyle Europe Realty Fund III | 2026-03-31 | ||
| PE | Carlyle Global Infrastructure Opportunity Fund II | 2026-03-31 | ||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 |
| 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 | $107.7B |
| Clients | 16 (67 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 549300MVJ5FAYQX68835 |
| Related People Network |
|---|
| 132 people file Form D offerings alongside this firm's people, tied to 28 other firms through shared filers. |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Carlyle Group Inc CG
Common Stock
|
2026-03-19 | Sell | 500,000 | $46.68 | 23,340,000 |
|
Carlyle Group Inc CG
Common Stock
|
2026-03-19 | Gift | 100,000 | $0.00 | |
|
Medline Inc MDLN
Class A Common Stock
|
2026-03-10 | Other | 2,113,483 | ||
|
Medline Inc MDLN
Class A Common Stock
|
2026-03-10 | Sell | 26,105,840 | $41.00 | 1,070,339,440 |
|
Medline Inc MDLN
Class B Common Stock
|
2026-03-05 | Other | 1,212,767 | ||
|
Medline Inc MDLN
Class A Common Stock
|
2026-03-05 | Conversion | 1,212,767 | ||
|
Medline Inc MDLN
Common Units of Medline Holdings, LP · derivative
|
2026-03-05 | Conversion | 1,212,767 | $0.00 | |
|
Medline Inc MDLN
Class B Common Stock
|
2026-03-04 | Other | 8,085,116 | ||
|
Medline Inc MDLN
Common Units of Medline Holdings, LP · derivative
|
2026-03-04 | Conversion | 8,085,116 | $0.00 | |
|
Medline Inc MDLN
Class A Common Stock
|
2026-03-04 | Conversion | 8,085,116 | ||
|
StandardAero Inc SARO
Common Stock
|
2026-02-26 | Sell | 19,840,268 | $31.46 | 624,174,831 |
|
Carlyle Group Inc CG
Common Stock
|
2026-02-20 | Grant | 3,431 | $0.00 | |
|
Carlyle Group Inc CG
Common Stock
|
2026-02-20 | Grant | 6,424 | $0.00 | |
|
Carlyle Group Inc CG
Common Stock
|
2026-02-20 | Grant | 343 | $0.00 | |
|
Carlyle Group Inc CG
Common Stock
|
2026-02-20 | Grant | 9,114 | $0.00 | |
|
Carlyle Group Inc CG
Common Stock
|
2026-02-20 | Grant | 17,457 | $0.00 | |
|
Carlyle Group Inc CG
Common Stock
|
2026-02-20 | Grant | 1,070 | $0.00 | |
|
Carlyle Group Inc CG
Common Stock
|
2026-02-20 | Grant | 2,625 | $0.00 | |
|
Carlyle Group Inc CG
Common Stock
|
2026-02-20 | Grant | 6,507 | $0.00 | |
|
Carlyle Group Inc CG
Common Stock
|
2026-02-14 | Tax withheld | 134,812 | $54.49 | 7,345,906 |
| showing 20 of 200 most recent transactions | |||||
| Related Firms | State | AUM |
|---|---|---|
|
Carlyle Investment Management LLC
✚
|
DC | 283.8 B |
|
Carlyle Global Credit Investment Management LLC
✚
|
NY | 68.4 B |
|
AlpInvest Partners BV
✚
|
39.9 B | |
|
Carlyle Aviation Securities Partners LLC
✚
|
FL | 1.1 B |
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|
CA | 458.8 B |
|
Point72 Asset Management LP
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CT | 274.1 B |
|
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|
Nuveen Alternatives Advisors LLC
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|
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|
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|
Angelo Gordon & Co LP
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|
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 |