Carlyle Group Business Summary

Carlyle Group Inc. (CG) is a leading global alternative asset manager that generates revenue through recurring management fees, performance-related carried interest, and investment income. As of February 2026, the firm manages approximately $477 billion in assets under management (AUM) across three core segments: Global Private Equity, which encompasses corporate private equity and real assets; Global Credit, focusing on private credit and insurance solutions; and Carlyle AlpInvest, which provides global investment and fund solutions. Carlyle maintains a top-tier market position alongside direct competitors Blackstone, KKR, Apollo Global Management, and TPG, distinguishing itself through a diversified platform that balances steady fee-related earnings with high-alpha performance allocations across 27 global offices. Founded in 1987 by William E. Conway Jr., David M. Rubenstein, and Daniel A. D'Aniello, Carlyle is led by CEO Harvey Schwartz, a former Goldman Sachs President. Effective January 1, 2026, the firm’s leadership was restructured under Co-Presidents John Redett (Global Private Equity), Mark Jenkins (Global Credit and Insurance), and Jeff Nedelman (Global Client Business), supported by CFO Justin Plouffe and COO Lindsay LoBue. The executive team also includes CIO Lúcia Soares, who spearheads technology transformation, and Vice Chairman Admiral James Stavridis (Ret.). The board of directors features notable members such as Afsaneh Beschloss and James Hance Jr., reinforcing a leadership pedigree rooted in elite finance, geopolitical strategy, and operational excellence.