Carlyle Group Inc. (CGABL) company profile
Close on Nov 2, 2026Market cap $14.63BP/E 42.8Yield 3.41%
About Carlyle
Investment Advice, SIC 6282
The Carlyle Group Inc. operates as a global investment firm that manages private equity funds, credit assets, and structured financial products. The organization generates revenue by collecting fund management fees and incentive fees, receiving performance allocations, and earning income from principal investment holdings. Through various investment funds and entities, the firm serves institutional and private investors by deploying capital into assets such as equity securities, corporate bonds, loans, and collateralized loan obligations. It also oversees financial portfolios involving foreign exchange forwards and aviation-related subordinated notes.
The organization maintains financing structures and investment portfolios encompassing consolidated funds, collateralized loan obligation debt facilities, and revolving credit commitments. Its operations involve managing investments evaluated across diverse valuation methodologies, including Level 1, Level 2, and Level 3 fair value tiers. While the filing outlines operations involving various entities and funds, the provided excerpt does not disclose the firm's physical headquarters address, branch counts, or specific geographic office locations.
Summary of the business section of Carlyle's latest annual report, written by StockData.
Company profile
Company
- Legal name
- Carlyle Group Inc.
- Founded
- 1987
- Headquarters
- Washington, DC
- Address
- 1001 Pennsylvania Avenue, N.W. 20004
- Phone
- (202) 729-5626
- Website
- carlyle.com
- Employees
- 2,500, Dec 31, 2025
- Industry
- Investment Advice
- Incorporated in
- Delaware
- Fiscal year ends
- December 31
- Auditor
- Ernst & Young LLP, Tysons, Virginia
Stock & identifiers
- Ticker
- CGABL
- Other tickers
- CG
- Exchange
- Nasdaq
- IPO date
- May 4, 2012
- Shares outstanding
- 356M, Aug 4, 2026
- Public float
- $13.58B, Jun 30, 2025
- Filer category
- Large accelerated filer
- SEC CIK
- 1527166
- CUSIP
- 14316J108
- ISIN
- US14316J1088
- LEI
- 529900NGGVF94UK6PG95
- EIN
- 45-2832612
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Harvey M. Schwartz | Chief Executive Officer, Director | 5,273,362 |
| Charles Elliott Andrews Jr. | Chief Accounting Officer | 135,668 |
| Kate Elizabeth Heinzelman | General Counsel | 11,109 |
| Jeffrey Nedelman | Co-President | 1,609,479 |
| John C. Redett | Co-President | 1,752,000 |
| Justin Plouffe | Chief Financial Officer | 852,461 |
| Mark David Jenkins | Co-President | 1,415,478 |
| Lindsay LoBue | Chief Operating Officer | 700,578 |
| Jeffrey W. Ferguson | General Counsel | 783,474 |
| David M. Rubenstein | Director | 27,299,644 |
| Sharda Cherwoo | Director | 20,398 |
| Anthony Welters | Director | 47,849 |
| Linda Filler | Director | 26,163 |
| Lawton W. Fitt | Director | 78,093 |
| Derica W. Rice | Director | 37,917 |
| William Joseph Shaw | Director | 78,093 |
| James H. Hance Jr | Director | 316,538 |
| Mark S. Ordan | Director | 30,613 |
| Afsaneh Mashayekhi Beschloss | Director | 14,689 |
| William E. Conway Jr | Director | 26,999,644 |
| Daniel A. D'Aniello | Director | 32,504,102 |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 | $7.15M | $76.13M | $26.30M | $220 | $196 |
| FY2024 | $29.59M | $122.27M | $19.63M | $183 | $187 |
| FY2023 Harvey M.Schwartz | $186.99M | $236.42M | $8.52M | $143 | $135 |
| FY2023 William EConway Jr | $500.00K | $500.00K | $8.52M | $143 | $135 |
| FY2022 Kewsong Lee | $40.78M | -$61.69M | $14.11M | $100 | $110 |
| FY2022 William EConway Jr | $500.00K | $500.00K | $14.11M | $100 | $110 |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Executive compensation, fiscal 2025
Summary compensation table from the latest proxy statement
| Executive | Salary | Bonus | Stock awards | Incentive pay | Other | Total | vs. prior year |
|---|---|---|---|---|---|---|---|
| Harvey M. Schwartz Chief Executive Officer (principal executive officer) | $1.00M | – | – | $6.00M | $149.86K | $7.15M | -76% |
| John C. Redett Co-President and former Chief Financial Officer (principal financial officer) (1) | $500.00K | $1.71M | $43.62M | – | $1.67M | $47.50M | +42% |
| Lindsay P. LoBue Chief Operating Officer | $500.00K | $1.71M | $23.92M | – | – | $26.13M | +321% |
| Jeffrey W. Ferguson General Counsel | $500.00K | $805.00K | $3.68M | – | $281.21K | $5.27M | -14% |
Stock and option awards are grant-date fair values, not realized pay. “Other” includes pension value changes and all other compensation. Source proxy statement.
IPO
From the final prospectus (Form 424B4) and the first day of trading
Offering
- Type
- Initial public offering
- Final prospectus filed
- May 4, 2012
- Exchange
- Nasdaq
- First trading day
- May 3, 2012
- First-day close
- $22.05
- Lock-up ends (est.)
- Oct 30, 2012
Lock-up end is estimated as 180 days after the first trading day; the prospectus sets the actual terms.
Employees
Headcount reported in annual reports
“Our experienced and diverse team of more than 2,500 employees”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| May 18, 2021 | Listing | Registration of securities on an exchange (Form 8-A) |
| Jan 13, 2020 | Deregistration | Termination of SEC registration (Form 15) |
| Jan 2, 2020 | Listing notice | Notice of delisting or failure to satisfy a listing rule (8-K Item 3.01) |
| Jan 2, 2020 | Name change | Name changed from Carlyle Group L.P. to Carlyle Group Inc. |
| Dec 31, 2019 | Delisting | Notice of delisting from exchange (Form 25) |
| Oct 18, 2019 | Deregistration | Termination of SEC registration (Form 15) |
| Oct 7, 2019 | Delisting | Notice of delisting from exchange (Form 25) |
| Sep 13, 2017 | Listing | Registration of securities on an exchange (Form 8-A) |
| May 4, 2012 | IPO | Initial public offering priced (424B4 prospectus) |
| May 3, 2012 | Listing | Registration of securities on an exchange (Form 8-A) |