Carlyle Group Inc.
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… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Carlyle Group Inc. does
In the company’s own words
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.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- WASHINGTON, DC
- Fiscal year end
- December
- CIK
- 1527166
- SIC
- 6282
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Carlyle Group Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Carlyle Group Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Carlyle Group Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Carlyle Group Inc.’s bonds, as funds hold them
Funds report holding 1 issues of Carlyle Group Inc.’s debt, $168.32M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 5.05%, maturing 2035 to 2035.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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