CARLYLE AVIATION SECURITIES PARTNERS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.14B |
| Discretionary | $1.14B100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $568.0M |
| Employees | 4 |
| Peak AUM | $1.15BMar 2020 |
| AUM CAGR | +16.6% /yrover 13 yrs · 33 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +0.0% | +9.0% | +2.3% | |
| Discretionary AUM | $1.1B | ||||
Key Metrics
| Total AUM | $1.14B |
| Discretionary | $1.14B |
| Employees | 4 |
| Client Accounts | 2 |
Contact & Location
Address
848 BRICKELL AVENUE
MIAMI FL 33131-2946
Phone
305-504-8777
Filing History
33 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserAccounting FirmLaw Firm