THE CARLYLE GROUP

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

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 6 offices throughout the country.

THE CARLYLE GROUP is a Washington, District of Columbia based Financial Planning firm with nearly $273,608,034,966 assets under management, offering retirement planning & investment advisory services to 639 clients. The firm is staffed with 1010 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111128
SEC#	801-52462
Assets Managed by Firm	$273,608,034,966
No. of Clients	639
No. of Advisors	1010

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	639	$273,608,034,966

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