Data / Investment advisers / District of Columbia / The Carlyle Group
The Carlyle Group, Washington, DC: $284 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Carlyle Group is an SEC registered investment adviser with its main office in Washington, District of Columbia and reports $284 billion in regulatory assets under management in its Form ADV filed July 7, 2026. Its clients include pooled investment vehicles, insurance companies and state and municipal governments. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 314 private funds.
The request: Watch The Carlyle Group (CRD number 111128): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 111128
- SEC file number
- 801-52462
- SEC status
- Approved, effective August 6, 1996
- Legal name
- Carlyle Investment Management L.L.C.
- Main office
- 1001 Pennsylvania Avenue, N.W. Suite 220 South, Washington, DC 20004
- Phone
- (202) 729-5626
- Website
- podcasts.apple.com
- Regulatory AUM
- $283,814,531,141 in the Form ADV filed July 7, 2026
- Discretionary AUM
- $200,750,388,315
- Non discretionary AUM
- $83,064,142,826
- Accounts
- 612
- Employees
- 1,040, of which 317 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 314: 167 private equity funds, 109 securitized asset funds, 37 real estate funds, 1 hedge fund
- Gross assets of private funds
- $173,598,284,781
- Other offices
- 4
- Umbrella registration
- 10 relying advisers
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- July 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 595 | $203.40 billion |
| Insurance companies | 15 | $80.39 billion |
| State or municipal government entities | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $283.81 billion | March 31, 2026 |
| December 1, 2025 | $275.86 billion | March 31, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Missionsquare Investments | Washington | $52.93 billion | Not listed | adviserinfo.sec.gov |
| Calvert Research and Management | Washington | $40.26 billion | Not listed | adviserinfo.sec.gov |
| Eig Management Company, LLC | Washington | $22.22 billion | 66 | adviserinfo.sec.gov |
| Fiduciary Counselors Inc. | Washington | $20.35 billion | Not listed | adviserinfo.sec.gov |
| Rock Creek Group LLC | Washington | $18.38 billion | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington, DC
- Investment advisers in District of Columbia
- Advisers with Over $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- The Carlyle Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.