DBA: THE CARLYLE GROUP
| Total AUM | $283.81B |
| Discretionary | $200.75B71% of AUM |
| Non-Discretionary | $83.06B |
| Client Accounts | 612 |
| Avg Account Size | $463.7M |
| Employees | 1,040 |
| Peak AUM | $283.81BMar 2026 |
| AUM CAGR | +17.0% /yrover 25 yrs · 60 filings |
Total AUM
$283.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $283.8B | +2.9% | +5.2% | +13.4% | |
| Discretionary AUM | $200.8B | 0.3% | +1.4% | +6.4% | |
| Non-Disc. AUM | $83.1B | +11.6% | +17.4% | +86.1% | |
| Total Accounts | 612 | +1.7% | 1.1% | +2.1% | |
| Avg Account Size | $464M | +1.2% | +6.3% | +11.1% | |
| Employees | 1k | +1.2% | +0.7% | +3.4% | |
| AUM / Employee | $273M | +1.7% | +4.4% | +9.7% | |
Client AUM Segments | |||||
| Institutional AUM | $80.4B | +12.2% | +19.9% | +145.2% | |
| Fund / Pooled AUM | $203.4B | 0.4% | +1.0% | +6.2% | |
| Other AUM | $21M | +7.4% | 1.1% | +38.9% | |
Client Count Segments | |||||
| Institutional | 16 | 0.0% | 3.8% | +9.9% | |
| Pooled / Fund | 595 | +1.7% | 0.9% | +2.0% | |
| Total AUM | $283.81B |
| Discretionary | $200.75B |
| Employees | 1040 |
| Client Accounts | 612 |
Address
1001 PENNSYLVANIA AVENUE, N.W.
WASHINGTON DC 20004-2505
Phone
202-729-5626
Filing History
60 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$200.8B
70.7% of AUM
Non-Discretionary
$83.1B
29.3% of AUM
Disc. mix ▼ 2.3pp vs 1 year ago
Custody