The Carlyle Group is an SEC-registered investment adviser based in Washington, DC that reports managing 1 hedge fund on Form ADV. It reports $283.8 billion in regulatory assets under management. Its private funds, of all types, hold $173.6 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated -5.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +21.6% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $283.8 billionForm ADV Item 5.F
- Gross assets of private funds
- $173.6 billionAll private fund types, Form ADV
- Hedge funds managed
- 1314 private funds in total
- Employees
- 1,040Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 111128
- Latest Form ADV
- 07/07/2026Disciplinary disclosures: yes, see SEC record
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | -5.6% | +14.8% |
| Q1 2026 | +0.5% | -4.6% |
| Q4 2025 | +6.6% | +2.4% |
| Q3 2025 | -12.9% | +7.8% |
| Q2 2025 | +19.4% | +10.4% |
| Q1 2025 | +6.7% | -4.5% |
| Q4 2024 | -13.0% | +2.1% |
| Q3 2024 | +24.6% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- 58507v107$7.4 billion
- Standardaero Inc$2.5 billion
- Phathom Pharmaceuticals Inc$37.9 million
- Invitation Homes Inc$20.0 million
- Pony Ai Inc$16.4 million
- Getty Images Holdings Inc$5.4 million
- Spruce Biosciences Inc$2.1 million
- Sunpower Inc Common Stock$1.6 million
- 007002207$1.6 million
- Forward Air Corp Com$1.4 million
As of 2026-06-30, from 13F filing by Carlyle Group Inc..
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures