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THE CARLYLE GROUP

1001 Pennsylvania Avenue, N.W.
Suite 220 South
Washington, District of Columbia 20004-2505
Tel: 202-729-5626

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About THE CARLYLE GROUP

THE CARLYLE GROUP, formally registered with the SEC as THE CARLYLE GROUP. The firm was established in 08/06/1996. They have over 7 offices throughout the country.

THE CARLYLE GROUP is a Washington, District of Columbia based Financial Planning firm with nearly $243,968,240,347 assets under management, offering retirement planning & investment advisory services to 632 clients. The firm is staffed with 1018 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#111128
SEC# 801-52462
Assets Managed by Firm $243,968,240,347
No. of Clients 632
No. of Advisors 1018

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total632$243,968,240,347
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