CARLYLE INVESTMENT MANAGEMENT L.L.C.
DBA: THE CARLYLE GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 |
AUM by Client Type
Total AUM
$283.8B
Firm Change Matrix
| 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% | |
Key Metrics
| Total AUM | $283.81B |
| Discretionary | $200.75B |
| Employees | 1040 |
| Client Accounts | 612 |
Contact & Location
Address
1001 PENNSYLVANIA AVENUE, N.W.
WASHINGTON DC 20004-2505
Phone
202-729-5626
Filing History
60 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance 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
$200.8B
70.7% of AUM
Non-Discretionary
$83.1B
29.3% of AUM
Disc. mix ▼ 2.3pp 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
Government
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserLaw Firm