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| Carlyle Investment Management LLC
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|---|---|
| CRD # | 111128 |
| SEC # | 801-52462 |
| CIK # | 0001354120, 0001527166 |
| AUM | $244.0 BB (2023-03-30) |
| Employees | 894 (33% Investors, 0% Brokers) |
| Phone | 202-729-5626 |
| Address | 1001 Pennsylvania Avenue, NW Washington, DC 20004-2505 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Carlyle Aquiles Partners II SCSP | [2023-03-30] | 0.0 | 59.6 |
| PE | Carlyle Aquiles Partners SCSP | [2023-03-30] | 0.0 | 34.5 |
| PE | Carlyle ARK Partners SCSP | [2023-03-30] | 0.0 | 337.4 |
| PE | Carlyle Connect CoInvestment LP | [2023-03-30] | 30.0 | 45.4 |
| PE | Carlyle Deer Partners LP | [2023-03-30] | 0.0 | 86.2 |
| PE | Carlyle Direct Alternative Opportunities Fund II | [2023-03-30] | 300.3 | 117.4 |
| PE | Carlyle Europe Technology Partners V | [2023-03-30] | 1,475.9 | 214.4 |
| PE | Carlyle Guardian CoInvestment LP | 2023-03-30 | 41.1 | |
| PE | Carlyle Moose CoInvestment LP | [2023-03-30] | 0.0 | 453.6 |
| PE | Carlyle Oliver CoInvestment LP | 2023-03-30 | 40.5 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 593 | 201.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 9 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.9 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 0.0 |
| Total | 606 | 202.1 |
| By Discretionary | ||
| Discretionary | 601 | 198.2 |
| Non-Discretionary | 5 | 3.9 |
| Total | 606 | 202.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 109.9 | |
| United States Persons | 92.2 | |
| Total | 606 | 202.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Patrick Harrigan | 130 | |||
| Sean Flynn | 161 | |||
| Tej Gujadhur | 47 | |||
| Laurence Tosi | 151 | |||
| Santosh Gujadhur | 28 | |||
| Jonathan Gray | 94 | |||
| Dennis McDonagh | 40 | |||
| Anthony Beovich | 142 | |||
| Michael Nash | 53 | |||
| Judy Turchin | 38 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-NT | [0001354120] | |
| 3 | [0001354120] | |
| 4 | [0001354120] | |
| SC 13D | [0001354120] | |
| SC 13G | [0001354120] | |
| 10-K | [0001527166] | |
| 10-Q | [0001527166] | |
| 13F-HR | [0001527166] | |
| 3 | [0001527166] | |
| 4 | [0001527166] | |
| 8-K | [0001527166] | |
| SC 13D | [0001527166] | |
| SC 13G | [0001527166] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Carlyle Investment Management LLC
✚
|
DC | 244.0 |
|
AlpInvest Partners BV
✚
|
63.4 | |
|
Carlyle Global Credit Investment Management LLC
✚
|
NY | 35.0 |
|
Carlyle Aviation Securities Partners LLC
✚
|
FL | 0.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ares Management LLC
✚
|
CA | 253.2 |
|
Brookfield Asset Management PIC US LLC
✚
|
NY | 162.3 |
|
Nuveen Alternatives Advisors LLC
✚
|
NY | 151.5 |
|
APG Asset Management US Inc
✚
|
NY | 140.9 |
|
Point72 Asset Management LP
✚
|
CT | 139.9 |
|
AIG Asset Management US LLC
✚
|
NY | 126.3 |
|
HPS Investment Partners LLC
✚
|
NY | 117.6 |
|
FIG LLC
✚
|
NY | 103.3 |
|
Clarion Partners LLC
✚
|
NY | 83.8 |
|
Angelo Gordon & Co LP
✚
|
NY | 77.5 |