Carlyle Group Inc.
Financials · Banks & Brokers · WASHINGTON, DC · CIK 0001527166
The business
Carlyle Group Inc., trading as CG on the NASDAQ, operates as one of the world's largest global investment firms managing $477 billion in assets under management as of December 31, 2025. Founded in Washington, D.C. in 1987, the company deploys private capital across three primary business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. The firm maintains a workforce of more than 2,500 employees, including 770 investment professionals operating from 27 offices across four continents, serving more than 3,200 active carry fund investors from 87 countries.
The Global Private Equity segment, representing 34 percent of total AUM at $164 billion, advises buyout, growth, real estate, infrastructure, and natural resources funds with investments in more than 275 active portfolio companies employing over 700,000 people worldwide. The Global Credit segment, comprising 44 percent of AUM at $211.3 billion, has emerged as the firm's fastest-growing division, offering investment strategies across liquid credit, opportunistic credit, direct lending, asset-backed finance, aviation finance, infrastructure credit, and cross-platform credit products. This segment also encompasses insurance solutions, including strategic advisory services related to Fortitude, and global capital markets operations. The Carlyle AlpInvest segment, accounting for 21 percent of AUM at $102 billion, provides comprehensive investment opportunities through fund of funds, secondary purchases, portfolio financings, and managed co-investment programs.
The company's business model centers on generating recurring management fees from assets under management and performance-based carried interest from investment fund returns. Carlyle's competitive advantages include its global network of local investment teams with deep industry expertise, disciplined investment processes emphasizing value creation, and integrated platform capabilities spanning multiple asset classes and geographies. The firm's investment approach emphasizes consistent deal sourcing, fundamental due diligence, proactive portfolio management, and systematic value creation through operational improvements and strategic positioning. More information is available at www.carlyle.com.
Ownership
Who holds Carlyle Group Inc. — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| Income Fund of America AMECX | 0.53% | $769.35M |
| iShares Core S&P Mid-Cap ETF IJH · iShares Trust | 0.39% | $415.74M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.02% | $387.90M |
| Oakmark Fund OAKMX · HARRIS ASSOCIATES INVESTMENT TRUST | 1.33% | $325.00M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.17% | $281.50M |
Superinvestors in Carlyle Group Inc.
Share of each manager's reported 13F portfolio.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
15 years of Carlyle Group Inc.'s financials
Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.
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