Carlyle

Connecting people, ideas, and capital across private markets globally.

Asset Manager / Fund Manager Advisory Investment Platform Research
Visit Website Last reviewed: April 2026

Overview

Carlyle is one of the world’s largest private markets asset managers, with $477 billion in assets under management across three primary business lines: Global Private Equity, Global Credit, and Carlyle AlpInvest. For family offices seeking direct access to institutional-quality private markets exposure, Carlyle operates as a fund manager and investment partner rather than a technology or advisory services provider. The firm explicitly identifies institutional investors and financial advisors as its primary client audiences, positioning itself as a capital allocator and investment partner at the source of deal flow.

For family office investment teams evaluating private markets allocations, Carlyle’s offering centers on:

  • Global Private Equity strategies focused on sector-specific operational value creation
  • Global Credit across the full capital structure, targeting differentiated income and risk-adjusted returns
  • Carlyle AlpInvest, which provides access to private markets funds and liquidity solutions through a global network

The firm operates out of 27 offices globally and cites over 38 years of investing experience. Its research platform, Carlyle Compass, produces macroeconomic and geopolitical analysis that investment teams may find useful when constructing private markets allocations. Access to Carlyle funds typically flows through institutional investment channels or financial advisor intermediaries, and minimum investment thresholds are not disclosed publicly on the site. Family offices evaluating Carlyle are buying access to a scaled platform with deep sector relationships, but they are not buying a technology tool, reporting service, or advisory relationship in the traditional family office vendor sense. Teams seeking operational infrastructure, consolidated reporting, or outsourced investment management functions will need to look elsewhere.

"Carlyle connects people, ideas, and capital at the source of investment opportunity and value creation."
Carlyle

Product & Capabilities

Main Tasks
Providing institutional access to private equity funds Offering private credit and structured capital solutions Delivering fund-of-funds and liquidity solutions through AlpInvest Publishing macroeconomic and geopolitical research for investor decision-making Partnering with portfolio companies to drive operational improvements and growth
Assets Supported
Private Equity Private Credit Alternatives Credit
Top Features
Global Private Equity platform with sector-specific investment teams Global Credit platform covering full capital structure financing Carlyle AlpInvest fund-of-funds and liquidity solutions Carlyle Compass macroeconomic research and insights 27-office global network enabling regional deal sourcing Long-term value creation through active partnership with portfolio companies
Technology
Services-only

Pricing

Cost Structure
AUM-based

Pricing estimates are indicative only. Contact Carlyle directly for a tailored quote based on your specific requirements.

Company

OwnershipPublic (NASDAQ: CG)
Total AUM / Assets$477 billion
Top Markets
Global
Key People
HM
Harvey M. Schwartz
Chief Executive Officer and Director
LL
Lindsay LoBue
Chief Operating Officer
JV
Justin V. Plouffe
Chief Financial Officer
JR
John Redett
Co-President and Head of Global Private Equity
MJ
Mark Jenkins
Co-President and Head of Global Credit & Insurance
JN
Jeff Nedelman
Co-President and Global Head of Client Business

Clients & Focus

Firm Type Asset Manager / Fund Manager
AUM / Assets Tracked$477 billion