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| Carousel Capital Management Company LP
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|---|---|
| CRD # | 157822 |
| SEC # | 801-73773 |
| CIK # | |
| AUM | 1,912.8 M (2026-05-08) |
| Employees | 19 (84% Investors, 0% Brokers) |
| Phone | 704-372-2040 |
| Address | 201 North Tryon Street Charlotte, NC 28202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Carousel Capital Apex Rollover Partners LP | [2021-03-30] | 44.6 M | |
| Filed 2020-08-03 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Carousel Capital Apex SPV LP | [2021-03-30] | 114.4 M | |
| Filed 2020-08-03 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Carousel Capital CEO Fund VI LP | [2021-03-30] | 700.0 M | 41.1 M |
| Offered $700,000,000 · Filed 2020-11-12 (D) · Exemption 506(b), 3(c)(1), 3(c)(7) · Duration One year or less · Commission $2,500,000 · Revenue Decline to Disclose | ||||
| PE | Carousel Capital Company IV Apex Rollover Partnership LP | [2021-03-30] | 34.2 M | |
| Filed 2020-08-03 (D) · Exemption 506(b), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Carousel Capital Partners VI LP | 2021-03-30 | 840.0 M | |
| PE | Carousel Capital CEO Fund V LP | [2017-03-30] | 30.0 M | 57.9 M |
| Filed 2017-01-12 (D/A) · Exemption 506(b), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Carousel Capital Partners V LP | [2017-03-30] | 361.5 M | 647.9 M |
| Filed 2017-01-12 (D/A) · Exemption 506(b), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration One year or less · Commission $2,732,750 · Revenue Decline to Disclose | ||||
| PE | Carousel Capital CEO Fund III LP | 2012-02-14 | ||
| PE | Carousel Capital CEO Fund IV LP | [2012-02-14] | 26.5 M | 18.9 M |
| Filed 2012-09-19 (D/A) · Exemption 506, 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Carousel Capital Partners III LP | 2012-02-14 | ||
| PE | Carousel Capital Partners II LP | 2012-02-14 | 3.9 M | |
| PE | Carousel Capital Partners IV LP | [2012-02-14] | 216.0 M | 112.8 M |
| Filed 2012-10-24 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Commission $2,050,000 · Revenue Decline to Disclose | ||||
| PE | Carousel Capital Partners IV PV LP | [2012-02-14] | 2.0 M | 1.0 M |
| Filed 2012-10-24 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Commission $20,000 · Revenue Decline to Disclose | ||||
| PE | Carousel Capital Partners LP | 2012-02-14 | ||
| PE | Carousel Capital Partners Pie III LP | 2012-02-14 | ||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 10 | 1,912.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 1,912.8 |
| By Discretionary | ||
| Discretionary | 10 | 1,912.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 1,912.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,912.8 | |
| Total | 10 | 1,912.8 |
| Limited Partners | 2011 - 2026 |
|---|---|
| North Carolina Retirement Services | |
| South Carolina Public Employees Benefit Authority |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jason Schmidly | Executive Officer | 10 | 2 | |
| Nelson Schwab III | Executive Officer | 10 | 2 | |
| Charles Grigg | Executive Officer | 10 | 2 | |
| Carousel Capital Management Company LP | Director, Executive Officer | 7 | 2 | |
| Carousel Capital Management Company LLC | Director, Executive Officer | 5 | 1 | |
| William Hobbs II | Executive Officer | 5 | 1 | |
| Carousel Capital Company V LLC | Executive Officer | 2 | 1 | |
| Carousel Capital Company IV LLC | Director | 2 | 1 | |
| Carousel Capital Management | Director | 1 | 1 | |
| Carousel Capital Apex GP LLC | Executive Officer | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional |
| Fund Types | Private Equity |
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