Investment adviser · CRD 111128

THE CARLYLE GROUP

Investment adviser filing (IA)

CARLYLE INVESTMENT MANAGEMENT L.L.C.

WASHINGTON, DC, United States · Form ADV filed Jul 7, 2026

Regulatory AUM: $284B
Client accounts: 612
Employees: 1,040
Advisory professionals: 317

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	595	$203,401,503,810	71.7%
Insurance companies	15	$80,392,086,429	28.3%
Other clients	Fewer than 5	$20,940,902	0.0%
Government entities	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2115592 · Jul 7, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

CARLYLE PARTNERS VIIPrivate Equity Fund · Last reported Jul 7, 2026$22.2BGross asset value

Feeder funds

Showing the first 7 feeders, with Form D links first.

CARLYLE PARTNERS VII, L.P.
CARLYLE PARTNERS VII CAYMAN, L.P.
CARLYLE PARTNERS VII - EU, S.C.SP.
CARLYLE PARTNERS VII ONTARIO III, L.P.
CARLYLE PARTNERS VII ONTARIO II, L.P.
CARLYLE PARTNERS VII ONTARIO I, L.P.
CP VII COINVESTMENT A CAYMAN, L.P.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States

Custodian BANK OF AMERICA, NA NEW YORK, New York, United States Related to adviser: No

Custodian THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. HOUSTON, Texas, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-1447848198
Reported beneficial owners: 822
Minimum commitment: $10M
Form D file number: 021-299435

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARLYLE PARTNERS VIIIPrivate Equity Fund · Last reported Jul 7, 2026$14.3BGross asset value

Feeder funds

CARLYLE PARTNERS VIII, L.P.
CARLYLE PARTNERS VIII - EU, S.C.SP
CARLYLE PARTNERS VIII LUX, S.C.SP.
CP VIII COINVESTMENT A, L.P.
CP VIII COINVESTMENT B, L.P.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States

Custodian BANK OF AMERICA, NA NEW YORK, New York, United States Related to adviser: No

Custodian SOCIETE GENERALE LUXEMBOURG CITY, Luxembourg Related to adviser: No

Custodian THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A.. HOUSTON, Texas, United States Related to adviser: No

Marketer MONEDA INTERNATIONAL INC SANTIAGO, Chile Related to adviser: No

Marketer TCG CAPITAL MARKETS L.L.C. NEW YORK, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

TCG CAPITAL MARKETS L.L.C.
CRD 291767 · SEC 8-70061

Fund details & source

Fund ID: 805-9165574867
Reported beneficial owners: 795
Minimum commitment: $10M
Form D file number: 021-412711

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARLYLE REALTY PARTNERS IXReal Estate Fund · Last reported Jul 7, 2026$7.34BGross asset value

Feeder funds

CARLYLE REALTY PARTNERS IX, L.P.
CARLYLE REALTY COINVESTMENT IX A, L.P.
CARLYLE REALTY COINVESTMENT IX B, L.P.
CARLYLE REALTY FOREIGN INVESTORS IX, S.C.SP.
CARLYLE REALTY PARTNERS QUALIFIED FOREIGN PENSION FUND REIT IX, L.P.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States

Custodian WELLS FARGO BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-2192600446
Reported beneficial owners: 327
Minimum commitment: $5M
Form D file number: 021-404334

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARLYLE PROPERTY INVESTORS, L.P.Real Estate Fund · Last reported Jul 7, 2026$6.96BGross asset value

Form D fundraising filings

Carlyle Property Investors, L.P.

Fund administrator SEI, INC. OAKS, Pennsylvania, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States

Custodian BANK OF AMERICA, NA NEW YORK, New York, United States Related to adviser: No

Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: No

Marketer MONEDA INTERNATIONAL INC SANTIAGO, Chile Related to adviser: No

Marketer TCG CAPITAL MARKETS L.L.C. NEW YORK, New York, United States Related to adviser: Yes

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG LLP
PCAOB 42

TCG CAPITAL MARKETS L.L.C.
CRD 291767 · SEC 8-70061

Fund details & source

Fund ID: 805-8764744802
Reported beneficial owners: 257
Minimum commitment: $10M
Form D file number: 021-247373

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARLYLE ASIA PARTNERS VPrivate Equity Fund · Last reported Jul 7, 2026$6.65BGross asset value

Feeder funds

CARLYLE ASIA PARTNERS V, L.P.
CAP V COINVEST MAURITIUS LIMITED
CAP V COINVESTMENT, L.P.
CAP V MAURITIUS LIMITED

Auditor ERNST & YOUNG LTD GEORGE TOWN, Cayman Islands

Custodian BANK OF AMERICA, NA (NEW YORK) NEW YORK, New York, United States Related to adviser: No

Custodian HSBC BANK (MAURITIUS) LIMITED EBENE, Mauritius Related to adviser: No

Custodian SOCIETE GENERALE LUXEMBOURG CITY, Luxembourg Related to adviser: No

Custodian WELLS FARGO BANK, N.A. WASHINGTON, District of Columbia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

ERNST & YOUNG LTD
PCAOB 1655

Fund details & source

Fund ID: 805-6397956440
Reported beneficial owners: 363
Minimum commitment: $5M
Form D file number: 021-297616

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARLYLE EUROPE PARTNERS VPrivate Equity Fund · Last reported Jul 7, 2026$6.06BGross asset value

Feeder funds

CARLYLE EUROPE PARTNERS V, S.C.SP.
CARLYLE EUROPE PARTNERS V - EU, S.C.SP.
CEP V COINVESTMENT A S.C.SP.
CEP V COINVESTMENT B, S.C.SP.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States

Custodian SOCIETE GENERALE LONDON, United Kingdom Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source

Fund ID: 805-9893673582
Reported beneficial owners: 562
Minimum commitment: $11.7M
Form D file number: 021-310617

Form ADV 2115592 · Jul 7, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CARLYLE PARTNERS V, L.P.Private Equity Fund · Last reported Jun 12, 2012$5.5BGross asset value

Auditor ERNST & YOUNG LLP MCLEAN, Virginia, United States

Custodian THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A PITTSBURGH, Pennsylvania, United States Related to adviser: No

Custodian WELLS FARGO WASHINGTON, District of Columbia, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-5335375645
Reported beneficial owners: 359
Minimum commitment: $10M

Form ADV 648682 · Jun 12, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 7, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1001 PENNSYLVANIA AVENUE, N.W., SUITE 220 SOUTH
WASHINGTON, DC, 20004-2505, United States

CRD 111128

Filing source

Form ADV 2115592 · Jul 7, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.