Carlyle Group is a global investment firm that focuses on alternative investments such as private equity, real estate, credit, and infrastructure. The firm’s alternative investments strategy involves identifying high-potential assets and adding value through operational improvements, with the aim of selling those assets for a profit. Carlyle Group has a total of $376 billion in AUM as of 3/1/2023.
Recently, Carlyle has been expanding its focus to include retail investors, with the launch of a retail platform called “Carlyle Access.” This platform enables individual investors to invest in private equity funds with lower minimum investment amounts. It also provides access to a range of alternative investment strategies, including real estate, credit, and infrastructure.
Carlyle’s alternative investments strategy aims to provide investors with access to high-quality assets that aren’t available through traditional public markets. By targeting assets with potential for operational improvement, Carlyle seeks to generate attractive returns for investors over the long term. Retail investors have become increasingly interested in alternative investments. As we’ve noted before, Private Markets are Going Mainstream.
The recent move towards retail investors through Carlyle Access is an important strategic shift for the firm.
Carlyle Group Alternative Investment Funds
Carlyle Group has several publicly filing alternative investment products available for high net worth retail investors. Here are a few examples:
|Fund||Structure||Strategy||Net Assets (12/31/2022)|
|Carlyle Tactical Private Credit Fund||Interval Fund||Liquid credit (10%-20%), direct lending (25%-35%), opportunistic credit(35%-45%), loans and structured credit (10%-15%), distressed credit (0%-10%)||$1,409,238,155|
|Carlyle AlpInvest Private Markets Fund||Tender Offer Fund||Private equity investments, including direct investments in private companies, private and secondary purchases of PE funds||Recently Launched, no assets reported yet|
|CPG Carlyle Commitments Master Fund*||Tender Offer Fund||Invest in private equity funds sponsored by or associated with Carlyle Group||$1,164,775,429|
|Carlyle Credit Solutions, Inc.||Private NT BDC||Senior secured credit investments in stable companies with positive cash flow||$1,151,501,000|
|Carlyle Secured Lending III||Private NT BDC||Middle market debt, below investment grade and unrated||$109,672,287|
For more detailed info on non-traded BDCS, Interval Funds, and Tender Offer funds check out the Tools and Data Page.