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CARLYLE INVESTMENT MANAGEMENT L.L.C.

Institutional

N·WASHINGTON, DC

Data as of Jul 7, 2026 · Source: SEC Form ADV

Total AUM

$283.8B

1-Year AUM Growth

+0.8%

3-Year CAGR

+13.5%

Employees

317

Assets Under Management

Total AUM$283.8B

Discretionary AUM$200.8B

Non-Discretionary AUM$83.1B

Discretionary %70.7%

Total Clients602

Team

Total Employees317

Investment Advisers1,040

Employee Growth (1Y)-6.9%

Private Funds

Number of Private Funds303

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record52

First FilingFeb 28, 2001

Latest FilingJul 7, 2026

🔒 Full AUM trend chart and 52 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CARLYLE INVESTMENT MANAGEMENT L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.