The Carlyle Group
advisor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-3 YoYRank #1970 of mapped providers
Assets under administration$34.1B0.0%Market share · rank #439
Fees received$5MMedian $391,221/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical The Carlyle Group plan look like?
Service mix · median fees per plan
Count of plans where The Carlyle Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment management; Direct payment from the planCode 28 | 6 | $758,469 | |
Investment management; Custodial (securities); Investment management fees paid directly by planCode 19 | 1 | $463,324 | |
Shareholder servicing feesCode 59 | 1 | $0 |
Competitor overlap
Percent of The Carlyle Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under The Carlyle Group.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under The Carlyle Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | Lion Industrial Trust | $15.6B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | International Union of Painters and Allied Trades | $4.2B |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Group Holdings LLP | $891M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $1M | 9y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $1M | 9y | - |
NEXTERA ENERGY, INC.FL · 592449419-001 | $5.3B | 29,209 | $2M | 10y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $463,324 | 3y | - |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | $3.0B | 15,292 | $319,117 | 4y | - |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $206,250 | 3y | - |
AARPDC · 951985500-001 | $1.6B | 5,813 | $95,030 | 3y | - |
RIVIANA FOODS INC.TX · 760177572-001 | $21M | 137 | $0 | 2y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (19)
Raw Schedule C names collapsed into The Carlyle Group.
- BARLIT BECK LLP
- BARLOW, COUGHRAN, MORALES, JOSEPHSO
- CARLYLE
- CARLYLE ASSET MANAGEMENT LLC
- CARLYLE GROUP
- CARLYLE INFRASTRUCTURE PARTNERS
- CARLYLE INVESTMENT SERVICES
- CARLYLE PARTNERS
- CARLYLE POWER PARTNERS II, L.P.
- CARLYLE PROPERTY INVESTORS
- CARLYLE REAL ESTATE PARTNERS
- CARLYLE REALTY PARTNERS
- CARLYLE REALTY PARTNERS VIII LP
- CARLYLE REALTY V
- CARLYLE TACTICLE PRIVATE CREDITFUND
- CARLYLE U.S. EQUITY OPP FUND LP
- CARLYLE US EQUITY OPP FD II LP
- CARLYLE/RIVERSTONE EP IV, LP
- THE CARLYLE GROUP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for The Carlyle Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with The Carlyle Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on The Carlyle Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Reinhart Boerner Van Deuren S.C. | 2 | 25.0% |
| Barlow Coughran Morales & Josephson | 1 | 12.5% |
| Blake & Uhlig, P.A. | 1 | 12.5% |
| Groom Law Group, Chartered | 1 | 12.5% |
| Katz Teller Brant & Hild | 1 | 12.5% |
| Morgan Lewis & Bockius LLP | 1 | 12.5% |
| Parker Brown Macaulay & Sheerin | 1 | 12.5% |
| THE PREVIANT LAW FIRM S.C. | 1 | 12.5% |
| Proskauer Rose LLP | 1 | 12.5% |
| Tucker Arensberg | 1 | 12.5% |