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| Happy Holidays!! thanks for using AUM13F!! |
| Carlyle Investment Management LLC
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| CRD # | 111128 |
| SEC # | 801-52462 |
| CIK # | 0001527166, 0001354120 |
| AUM | $275.9 B (2025-03-31) |
| Employees | 1,028 (31% Investors, 0% Brokers) |
| Phone | 202-729-5626 |
| Address | 1001 Pennsylvania Avenue, NW Washington, DC 20004-2505 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Standardaero Inc | 4.8 | ||
| Capnia Inc | 0.1 | ||
| Phathom Pharmaceuticals Inc | 0.0 | ||
| PONY AI Inc | 0.0 | ||
| Invitation Homes Inc | 0.0 | ||
| Getty Images Holdings Inc | 0.0 | ||
| U-Store-It Trust | 0.0 | ||
| Amplitude Healthcare Acquisition Corp | 0.0 | ||
| Smart Share Global Ltd | 0.0 | ||
| Hillevax Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| 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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 585 | 204.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 14 | 70.9 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.8 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 602 | 275.9 |
| By Discretionary | ||
| Discretionary | 592 | 201.4 |
| Non-Discretionary | 10 | 74.4 |
| Total | 602 | 275.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 117.7 | |
| United States Persons | 158.2 | |
| Total | 602 | 275.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Sean Flynn | 165 | |||
| Patrick Harrigan | 134 | |||
| Tej Gujadhur | 51 | |||
| Laurence Tosi | 163 | |||
| Santosh Gujadhur | 29 | |||
| Jonathan Gray | 94 | |||
| Anthony Beovich | 164 | |||
| Dennis McDonagh | 40 | |||
| David Rubenstein | 273 | |||
| Michael Nash | 53 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001354120] | |
| 3 | [0001354120] | |
| 4 | [0001354120] | |
| SC 13D | [0001354120] | |
| SC 13G | [0001354120] | |
| 10-K | [0001527166] | |
| 10-Q | [0001527166] | |
| 13F-HR | [0001527166] | |
| 3 | [0001527166] | |
| 4 | [0001527166] | |
| 8-K | [0001527166] | |
| SC 13D | [0001527166] | |
| SC 13G | [0001527166] |
| Related Firms | State | AUM ($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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