Carlyle Global Credit Investment Management L.L.C.
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 162053
· SEC file 801-77691
· New York, NY
· WWW.CARLYLE.COM
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $68.4B
- Discretionary
- $66.0B
- Clients
- 155
- Avg AUM / client
- $441M
- Accounts
- 155
- Employees
- 382
AUM over time
$40.6M
$68.4B
Jul 2013
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Asset allocation (SMA assets by investment type)
as of Jul 15, 2026
Other
$68.4B
100%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $7.1B | 10.4% |
| Business development companies | 2 | $5.6B | 8.19% |
| Pooled investment vehicles (non-investment companies) | 132 | $38.9B | 56.9% |
| Insurance companies | 18 | $16.8B | 24.5% |
| Other | 1 | $0 | — |
Private funds (59)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $22.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Carlyle Credit Opportunities Fund Ii master | Private Equity Fund | Delaware | $5.6B | 194 |
| Carlyle Strategic Partners Iv master | Private Equity Fund | Delaware | $2.4B | 326 |
| Carlyle Credit Opportunities Fund master | Private Equity Fund | Delaware | $1.9B | 151 |
| Carlyle Skyline Credit Fund, L.P. | Private Equity Fund | Delaware | $1.3B | 1 |
| Carlyle Credit Opportunities Fund Iii master | Private Equity Fund | Delaware | $1.0B | 229 |
| Middle Market Credit Fund, Llc | Other Private Fund | Delaware | $805M | 2 |
| Mc Uni Llc | Private Equity Fund | Cayman Islands | $737M | 2 |
| Carlyle Infrastructure Credit Fund master | Private Equity Fund | Delaware | $709M | 33 |
| Cdl 2018 1, L.P. | Private Equity Fund | Delaware | $637M | 3 |
| Carlyle Direct Lending Clo 2015 1 R Llc | Private Equity Fund | Delaware | $558M | 1 |
| Carlyle Direct Lending Drawdown Clo 2022 1 Partnership, L.P. | Private Equity Fund | New York | $466M | 4 |
| Carlyle Charlie Opportunistic Credit Partnership, L.P. | Private Equity Fund | Delaware | $465M | 1 |
| Carlyle Bravo Opportunistic Credit Partnership master | Private Equity Fund | Cayman Islands | $457M | 2 |
| Carlyle Net Lease Income master | Real Estate Fund | Delaware | $434M | 8 |
| Carlyle Ontario Credit Partnership, L.P. | Private Equity Fund | Canada | $380M | 2 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Conway, William, Elias | Co Founder The Carlyle Group | Jul 1996 (30y) | Less than 5% | |
| D'aniello, Daniel, Anthony | Co Founder The Carlyle Group | Jul 1996 (30y) | Less than 5% | |
| Rubenstein, David, Mark | Co Founder The Carlyle Group | Jul 1996 (30y) | Less than 5% | |
| Ferguson, Jeffrey, William | Managing Director/General Counsel The Carlyle Group | Apr 1997 (29y) | Less than 5% | |
| Ziobro, Catherine, Laboure | Managing Director The Carlyle Group; Chief Compliance Officer Carlyle Global Credit Investment Management L.L.C. | Jul 2016 (10y) | Less than 5% | |
| Mitchell, Heather, Ann | Managing Director/Chief Risk Officer The Carlyle Group | Mar 2021 (5y) | Less than 5% | |
| Schwartz, Harvey, Mitchell | Managing Director/Chief Executive Officer The Carlyle Group | Feb 2023 (4y) | Less than 5% | |
| Redett, John, Christopher | Managing Director/Chief Financial Officer The Carlyle Group | Oct 2023 (3y) | Less than 5% | |
| Lobue, Lindsay, P. | Chief Operating Officer The Carlyle Group | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Carlyle Investment Management L.L.C. | Member | Feb 2012 | A | 75% or more |
| Tc Group, L.L.C. | Member | Dec 2000 | B | ≈ 56.25% – 100% via Carlyle Investment Management L.L.C. |
| Carlyle Holdings I Gp Inc. | Member | Nov 2011 | B | 75% or more of Carlyle Holdings I Gp Sub L.L.C. (indirect) |
| The Carlyle Group Inc. | Shareholder | Nov 2011 | B | 75% or more of Carlyle Holdings I Gp Inc. (indirect) |
| Cg Subsidiary Holdings L.L.C. | Member | Jan 2020 | B | ≈ 42.19% – 100% via Tc Group, L.L.C. |
| Carlyle Holdings Ii Gp L.L.C. | Member | Nov 2011 | B | ≈ 7.91% – 50% via Carlyle Holdings Ii L.L.C. |
| Carlyle Holdings I L.P. | Member | Jan 2020 | B | ≈ 21.09% – 75% via Cg Subsidiary Holdings L.L.C. |
| Carlyle Holdings Ii L.L.C. | Member | Jan 2020 | B | ≈ 10.55% – 50% via Cg Subsidiary Holdings L.L.C. |
| Carlyle Holdings I Gp Sub L.L.C. | General Partner | Nov 2011 | B | GP / trustee / elected manager of Carlyle Holdings I L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tc Group, L.L.C.: 75% – 100% of Carlyle Investment Management L.L.C. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Cg Subsidiary Holdings L.L.C.: 75% – 100% of Tc Group, L.L.C. × 75% – 100% of Carlyle Investment Management L.L.C. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Carlyle Holdings Ii Gp L.L.C.: 75% – 100% of Carlyle Holdings Ii L.L.C. × 25% – 50% of Cg Subsidiary Holdings L.L.C. × 75% – 100% of Tc Group, L.L.C. × 75% – 100% of Carlyle Investment Management L.L.C. × 75% – 100% direct ≈ 7.91% – 50% of the firm
- Carlyle Holdings I L.P.: 50% – 75% of Cg Subsidiary Holdings L.L.C. × 75% – 100% of Tc Group, L.L.C. × 75% – 100% of Carlyle Investment Management L.L.C. × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Carlyle Holdings Ii L.L.C.: 25% – 50% of Cg Subsidiary Holdings L.L.C. × 75% – 100% of Tc Group, L.L.C. × 75% – 100% of Carlyle Investment Management L.L.C. × 75% – 100% direct ≈ 10.55% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (59, $22.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Carlyle Credit Opportunities Fund Ii | Private Equity Fund | $5.6B | $10.0M | 194 |
| Carlyle Strategic Partners Iv | Private Equity Fund | $2.4B | $5.0M | 326 |
| Carlyle Credit Opportunities Fund | Private Equity Fund | $1.9B | $1.0M | 151 |
| Carlyle Skyline Credit Fund, L.P. | Private Equity Fund | $1.3B | $0 | 1 |
| Carlyle Credit Opportunities Fund Iii | Private Equity Fund | $1.0B | $10.0M | 229 |
| Middle Market Credit Fund, Llc | Other Private Fund | $805M | $0 | 2 |
| Mc Uni Llc | Private Equity Fund | $737M | $325M | 2 |
| Carlyle Infrastructure Credit Fund | Private Equity Fund | $709M | $10.0M | 33 |
| Cdl 2018 1, L.P. | Private Equity Fund | $637M | $0 | 3 |
| Carlyle Direct Lending Clo 2015 1 R Llc | Private Equity Fund | $558M | $1.0M | 1 |
| Carlyle Direct Lending Drawdown Clo 2022 1 Partnership, L.P. | Private Equity Fund | $466M | $700M | 4 |
| Carlyle Charlie Opportunistic Credit Partnership, L.P. | Private Equity Fund | $465M | $0 | 1 |
| Carlyle Bravo Opportunistic Credit Partnership | Private Equity Fund | $457M | $0 | 2 |
| Carlyle Net Lease Income | Real Estate Fund | $434M | $0 | 8 |
| Carlyle Ontario Credit Partnership, L.P. | Private Equity Fund | $380M | $0 | 2 |
| Ccof Neptune Co Investment, L.P. | Private Equity Fund | $372M | $0 | 7 |
| Ccof Sierra Ii, L.P. | Private Equity Fund | $361M | $0 | 10 |
| Carlyle Energy Mezzanine Opportunities Fund Ii | Private Equity Fund | $343M | $5.0M | 241 |
| Middle Market Credit Fund Ii, Llc | Other Private Fund | $247M | $0 | 2 |
| Cdl Offshore Fund (Levered), L.P. | Private Equity Fund | $241M | $10.0M | 37 |
| Carlyle Credit Opportunities Fund Ii G Co Invest L.P. | Private Equity Fund | $231M | $0 | 2 |
| Carlyle Direct Lending Fund (Levered), L.P. | Private Equity Fund | $228M | $10.0M | 62 |
| Cpc V, L.P. | Private Equity Fund | $214M | $151M | 2 |
| Carlyle Clover Partners 2, L.P. | Private Equity Fund | $189M | $0 | 2 |
| Carlyle Clover Partners, L.P. | Private Equity Fund | $189M | $0 | 2 |
Top 25 of 59 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 18.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗