← Tributary

THE CARLYLE GROUP

WASHINGTON, DC · CRD 111128 · IAPD ↗ · 202-729-5626

$283.81BRegulatory AUM
317Advisory reps
1040Employees
16Clients
n/aPlanning clients
314Private funds
1States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

63
April 2025 — THE CARLYLE GROUP grew from 311 to 319 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
February 2025 — THE CARLYLE GROUP's Item 11 disclosure-reporting entries rose by 3 (1 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
40
April 2024 — THE CARLYLE GROUP shrank from 334 to 311 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.