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THE CARLYLE GROUP
Legal name: CARLYLE INVESTMENT MANAGEMENT L.L.C.
CRD 111128File 801-52462
APPROVED
Custody
Disclosure events
Filing as of Jul 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$283.81B
Top 10% of cohort (national)
Discretionary AUM
$200.75B
Non-discretionary $83.06B
Clients
611
612 accounts
Employees
1,040
Top 10% of cohort in DC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 6, 1996
- Principal office
- 1001 PENNSYLVANIA AVENUE, N.W., SUITE 220 SOUTH, WASHINGTON, DC, 20004-2505
- Phone
- 202-729-5626
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $283.81B
- Discretionary AUM
- $200.75B
- Non-discretionary AUM
- $83.06B
- Discretionary accounts
- 602
- Non-discretionary accounts
- 10
- Total accounts
- 612
- AUM per client
- $464.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 15 | $80.39B |
| Pooled investment vehicles | 595 | $203.40B |
| State or municipal government entities | Fewer than 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 612 | 611 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.