The Carlyle Group Review


Trust Score 86%
Trust Score info_outline
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The Carlyle Group, federally registered in 1996, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 277 advisors. The Carlyle Group manages $124 billion and provides investment advisory services for 23 clients (1:1 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 22 years

Considerations


  • There is only one licensed advisor for every 1 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $124 billion
Average Account AUM $5,402,155,391
Hybrid Advisor Yes
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $5,000,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:1
Headquarters Washington, DC
SEC Filings Forms and Brochures


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