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 EUROPE PARTNERS III, L.P.Private Equity Fund · Last reported Jun 12, 2012$5.04BGross asset value

Auditor ERNST & YOUNG LLP MCLEAN, Virginia, United States

Custodian CITIBANK INTERNATIONAL PLC, LUXEMBOURG BRANCH LUXEMBOURG, Luxembourg Related to adviser: No

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

Custodian WELLS FARGO 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

Fund details & source

Fund ID: 805-4995258187
Reported beneficial owners: 307
Minimum commitment: $12.9M

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.

CARLYLE REALTY PARTNERS VIIIReal Estate Fund · Last reported Jul 7, 2026$3.2BGross asset value

Feeder funds

CARLYLE REALTY PARTNERS VIII, L.P.
CARLYLE REALTY COINVESTMENT VIII, L.P.
CARLYLE REALTY FOREIGN INVESTORS VIII, L.P.
CARLYLE REALTY PARTNERS QUALIFIED FOREIGN PENSION FUND REIT VIII, 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: 805-2580717802
Reported beneficial owners: 345
Minimum commitment: $5M
Form D file number: 021-286003

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 GLOBAL INFRASTRUCTURE OPPORTUNITY FUNDPrivate Equity Fund · Last reported Jul 7, 2026$3.11BGross asset value

Feeder funds

CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY FUND, L.P.
CARLYLE CGI AIV, L.P.
CARLYLE CGI ELECTING LL, L.P.
CARLYLE CGI MARS, L.P.
CGIOF CO-INVESTMENT, L.P.

Auditor ERNST & YOUNG LTD GEORGE TOWN, Cayman Islands

Custodian JPMORGAN CHASE BANK, N.A. LONDON, United Kingdom Related to adviser: No

Custodian JPMORGAN CHASE BANK, N.A. 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

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: 805-4701997662
Reported beneficial owners: 158
Minimum commitment: $5M
Form D file number: 021-283711

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 TECHNOLOGY PARTNERS VPrivate Equity Fund · Last reported Jul 7, 2026$2.77BGross asset value

Feeder funds

CARLYLE EUROPE TECHNOLOGY PARTNERS V, S.C.SP.
CARLYLE EUROPE TECHNOLOGY PARTNERS V - EU, S.C.SP.
CETP V COINVESTMENT B, S.C.SP
CETP V COINVESTMENT, S.C.SP.

Auditor ERNST & YOUNG LLP TYSONS, Virginia, United States

Custodian SOCIETE GENERALE LUXEMBOURG, Luxembourg 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: 805-4362565017
Reported beneficial owners: 493
Minimum commitment: $5.87M
Form D file number: 021-436732

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 FRL, L.P.Private Equity Fund · Last reported Jul 7, 2026$2.65BGross asset value

Form D fundraising filings

Carlyle FRL, L.P.

Auditor ERNST & YOUNG LTD GEORGE TOWN, Cayman Islands

Custodian JPMORGAN CHASE BANK, N,A. NEW YORK, New York, United States Related to adviser: No

Custodian THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. PITTSBURGH, Pennsylvania, 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: 805-3494790693
Reported beneficial owners: 6
Minimum commitment: $0
Form D file number: 021-349287

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 GLOBAL PARTNERSPrivate Equity Fund · Last reported Jul 7, 2026$2.58BGross asset value

Feeder funds

CGP COINVESTMENT, L.P.
CARLYLE GLOBAL PARTNERS, L.P.
CARLYLE GRANITE AIV-E, L.P.
CARLYLE GRANITE HOLDINGS, L.P.
CGP AIV-E, L.P.

Fund administrator STATE STREET CORPORATION BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LTD GEORGE TOWN, Cayman Islands

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian STATE STREET BANK & TRUST CO. BOSTON, Massachusetts, 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

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: Yes
External marketing: No

ERNST & YOUNG LTD
PCAOB 1655

Fund details & source

Fund ID: 805-3045416544
Reported beneficial owners: 72
Minimum commitment: $0

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 JAPAN PARTNERS IVPrivate Equity Fund · Last reported Jul 7, 2026$2.25BGross asset value

Feeder funds

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

CARLYLE JAPAN PARTNERS IV, L.P.
CARLYLE JAPAN INTERNATIONAL PARTNERS IV - EU, S.C.SP.
CARLYLE JAPAN INTERNATIONAL PARTNERS IV, L.P.
CARLYLE JAPAN INTERNATIONAL PARTNERS IV, S.C.SP.
CARLYLE JAPAN PARTNERS IV, S.C.SP.
CJIP IV CO-INVESTMENT, L.P.
CJIP IV CO-INVESTMENT, S.C.SP.

Auditor ERNST & YOUNG LTD GEORGE TOWN, Cayman Islands

Custodian SOCIETE GENERALE LUXEMBOURG, Luxembourg Related to adviser: No

Custodian SUMITOMO MITSUI BANKING CORPORATION TOKYO, Japan Related to adviser: No

Custodian WELLS FARGO BANK, N.A. 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 LTD
PCAOB 1655

Fund details & source

Fund ID: 805-2964939100
Reported beneficial owners: 195
Minimum commitment: $3.39M
Form D file number: 021-344734

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.

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.