The Carlyle Group
Answer a few questions and
get matched with an advisor.
Learn more about The Carlyle Group
Overview
The Carlyle Group operates as a financial advisory company located in Washington, District of Columbia. The firm has $244.0 billion in assets across 632 accounts, placing it among the biggest firms in the nation by assets under management (AUM). It has a very large group, including 334 financial advisors. The Carlyle Group is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments like options, stocks and bonds.
The Carlyle Group manages 625 of its accounts in a discretionary manner. Discretionary management signifies that transaction choices for the client's account are made by an investment advisor without needing to seek client approval. The Carlyle Group also manages seven non-discretionary accounts totaling $51.4 billion in assets. The company administers an average of $386.1 million in assets for every account. The typical advisor at The Carlyle Group oversees about two client accounts, making it one of the most individualized financial advisor firms in the country.
The company's central office is at 1001 Pennsylvania Avenue, N.W., Washington, District of Columbia 20004-2505. The Carlyle Group is legally allowed to provide services to investors throughout a few states, including Massachusetts and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Carlyle Group by the Numbers
$244.0 billion
1,018
632
$386.0 million
Fee Structure
Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types charged by the firm likely consist of any combination of the following fee structures: asset-based, fixed or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The Carlyle Group does business with a number of different customers. It caters to pooled investment vehicles, state or municipal government entities, insurance companies, sovereign wealth funds and other. Out of its 632 accounts, The Carlyle Group's biggest client by number of accounts is pooled investment vehicles. Around 60% of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
The Carlyle Group does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.