The Carlyle Group Inc. (CG)
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).
$14.64B
Mr. Harvey M. Schwartz
1,850.00
Washington, DC
May 03, 2012
-37.01
$-1.11
0.41
0.41
3.01%
-24.13%
-26.07
-11.75
2.92
6.27
0.61
-3.09%
-11.28%
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Invesco Global Listed Private Equity ETF
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Alpha Architect U.S. Quantitative Momentum ETF
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SPDR S&P Capital Markets ETF
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Pacer Lunt MidCap Multi-Factor Alternator ETF
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Vanguard S&P Mid-Cap 400 Index Fund
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iShares ESG Screened S&P Mid-Cap ETF
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Vanguard S&P Mid-Cap 400 Growth Index Fund
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0.35%
Vanguard Small Cap Value Index Fund
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0.34%
Global X U.S. Preferred ETF
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0.32%
SPDR S&P 400 Mid Cap Value ETF
MDYV
0.319529%
SPDR S&P MIDCAP 400 ETF Trust
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0.301556%
SPDR Portfolio S&P 400 Mid Cap ETF
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0.301064%
Pacer Trendpilot US Mid Cap ETF
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First Trust Nasdaq BuyWrite Income ETF
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0.29%
SPDR S&P 400 Mid Cap Growth ETF
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BNY Mellon US Mid Cap Core Equity ETF
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Direxion Daily Mid Cap Bull 3X Shares
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0.2178676549%
Schwab U.S. Mid-Cap ETF
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0.2110760479%
JPMorgan Market Expansion Enhanced Equity ETF
JMEE
0.2%
Vanguard Small Cap Index Fund
NAESX
0.19%
Vanguard Small Cap Index Fund
VB
0.19%
Vanguard Small-Cap Index Fund Institutional Shares
VSCIX
0.19%
Vanguard Financials Index Fund
VFAIX
0.17%
Vanguard Financials Index Fund
VFH
0.17%
iShares MSCI USA Equal Weighted ETF
EUSA
0.16087%
iShares U.S. Financials ETF
IYF
0.16043%
iShares Morningstar Mid-Cap Value ETF
IMCV
0.15672%
iShares Core High Dividend ETF
HDV
0.15564%
iShares U.S. Financial Services ETF
IYG
0.15283%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
0.15%
Vanguard Extended Market Index Fund
VXF
0.15%
iShares MSCI USA Size Factor ETF
SIZE
0.14712%
Invesco S&P MidCap 400 Revenue ETF
RWK
0.139%
iShares Russell 2500 ETF
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0.1374%
Fidelity MSCI Financials Index ETF
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0.12937893%
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
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0.121%
ProShares Ultra MidCap400
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0.10844716157206416%
iShares Russell Mid-Cap Value ETF
IWS
0.09756%
iShares Morningstar Mid-Cap ETF
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0.07904%
iShares Russell Mid-Cap ETF
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0.07465%
Strive 1000 Value ETF
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iShares MSCI USA Momentum Factor ETF
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0.06743%
Dimensional US Marketwide Value ETF
DFUV
0.0673632%
Vanguard U.S. Multifactor ETF
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0.06%
Vanguard High Dividend Yield Index Fund
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0.06%
Dimensional US Sustainability Core 1 ETF
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0.05965981%
Invesco Russell 1000 Equal Weight ETF
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0.058%
ProShares UltraPro MidCap400
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0.05210953354711261%
Fidelity Nasdaq Composite Index ETF
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0.05%
Franklin U.S. Core Dividend Tilt Index ETF
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iShares ESG Advanced MSCI USA ETF
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iShares U.S. Dividend and Buyback ETF
DIVB
0.04576%
Vanguard U.S. Value Factor ETF
VFVA
0.04%
Vanguard Russell 1000 Value Index Fund
VONV
0.04%
Dimensional U.S. Core Equity 2 ETF
DFAC
0.039576360000000005%
Schwab U.S. Large-Cap Value ETF
SCHV
0.0394507407%
iShares Russell 1000 Value ETF
IWD
0.03419%
iShares Morningstar Value ETF
ILCV
0.03213%
Dimensional US Core Equity Market ETF
DFAU
0.03030289%
Schwab Fundamental U.S. Large Company Index ETF
FNDX
0.026576915%
Schwab Fundamental U.S. Broad Market Index ETF
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0.0253768552%
Invesco FTSE RAFI US 1000 ETF
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iShares Core S&P U.S. Value ETF
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JPMorgan BetaBuilders U.S. Equity ETF
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Vanguard Russell 1000 Index Fund
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Vanguard Russell 3000 Index Fund
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SPDR S&P 1500 Value Tilt ETF
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Invesco PureBeta MSCI USA ETF
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0.019%
Schwab U.S. Large-Cap ETF
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0.0176178498%
Schwab 1000 Index ETF
SCHK
0.017067936%
Dimensional U.S. Equity ETF
DFUS
0.01650116%
iShares Morningstar U.S. Equity ETF
ILCB
0.01648%
iShares Russell 1000 ETF
IWB
0.01646%
Schwab U.S. Broad Market ETF
SCHB
0.0163585078%
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
0.016319%
iShares Dow Jones U.S. ETF
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SPDR S&P 1500 Momentum Tilt ETF
MMTM
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iShares MSCI Kokusai ETF
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iShares Russell 3000 ETF
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iShares Core S&P U.S. Growth ETF
IUSG
0.01468%
iShares MSCI World ETF
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0.01313%
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
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0.0123%
SPDR MSCI ACWI Climate Paris Aligned ETF
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iShares MSCI ACWI ETF
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iShares Core S&P Mid-Cap ETF
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iShares S&P Mid-Cap 400 Growth ETF
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ETF Exposure (114)
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Alpha Architect U.S. Quantitative Momentum ETF
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Iq Candriam ESG U.S. Mid Cap Equity ETF
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Vanguard S&P Mid-Cap 400 Value Index Fund
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Vanguard S&P Mid-Cap 400 Index Fund
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iShares ESG Screened S&P Mid-Cap ETF
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Vanguard S&P Mid-Cap 400 Growth Index Fund
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Vanguard Small Cap Value Index Fund
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Global X U.S. Preferred ETF
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SPDR S&P MIDCAP 400 ETF Trust
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Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
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ProShares UltraPro MidCap400
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Fidelity Nasdaq Composite Index ETF
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0.05%
iShares ESG Advanced MSCI USA ETF
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VFVA
0.04%
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0.04%
Dimensional U.S. Core Equity 2 ETF
DFAC
0.039576360000000005%
Schwab U.S. Large-Cap Value ETF
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0.0394507407%
iShares Russell 1000 Value ETF
IWD
0.03419%
iShares Morningstar Value ETF
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0.03213%
Dimensional US Core Equity Market ETF
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Schwab Fundamental U.S. Large Company Index ETF
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0.026576915%
Schwab Fundamental U.S. Broad Market Index ETF
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0.0253768552%
Invesco FTSE RAFI US 1000 ETF
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0.02023%
JPMorgan BetaBuilders U.S. Equity ETF
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0.02%
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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0.02%
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0.02%
Vanguard Institutional Total Stock Market Index Fund
VITPX
0.02%
Vanguard Total Stock Market Index Fund
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0.02%
Vanguard Russell 1000 Index Fund
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0.02%
Vanguard Russell 3000 Index Fund
VTHR
0.02%
Vanguard Total Stock Market Index Fund
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0.02%
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VTSAX
0.02%
SPDR S&P 1500 Value Tilt ETF
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0.019008%
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0.019%
Schwab U.S. Large-Cap ETF
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0.0176178498%
Schwab 1000 Index ETF
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0.017067936%
Dimensional U.S. Equity ETF
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0.01650116%
iShares Morningstar U.S. Equity ETF
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0.01648%
iShares Russell 1000 ETF
IWB
0.01646%
Schwab U.S. Broad Market ETF
SCHB
0.0163585078%
SPDR Portfolio S&P 1500 Composite Stock Market ETF
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0.016319%
iShares Dow Jones U.S. ETF
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0.01601%
SPDR S&P 1500 Momentum Tilt ETF
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0.015922%
iShares MSCI Kokusai ETF
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0.01577%
iShares Core S&P Total U.S. Stock Market ETF
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0.01569%
iShares Russell 3000 ETF
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iShares Core S&P U.S. Growth ETF
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0.01468%
iShares MSCI World ETF
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0.01313%
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
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0.0123%
SPDR MSCI ACWI Climate Paris Aligned ETF
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0.012088%
iShares MSCI ACWI ETF
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0.01151%
SPDR MSCI USA StrategicFactors ETF
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0.011439%
FlexShares Morningstar US Market Factors Tilt Index Fund
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0.0111%
Xtrackers MSCI Kokusai Equity ETF
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0.01100067%
Vanguard Balanced Index Fund Institutional Shares
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0.01%
Vanguard Balanced Index Fund Admiral Shares
VBIAX
0.01%
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0.01%
Vanguard Total World Stock Index Fund
VT
0.01%
WisdomTree U.S. MidCap Dividend Fund
DON
0.0079149%
SPDR MSCI World StrategicFactors ETF
QWLD
0.005656%
WisdomTree U.S. High Dividend Fund
DHS
0.0030536%
DFLV
0.0026467%
WisdomTree U.S. Total Dividend Fund
DTD
6.559e-4%
Goldman Sachs Innovate Equity ETF
GINN
0%
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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0%
iShares Core S&P Mid-Cap ETF
IJH
0%
iShares S&P Mid-Cap 400 Value ETF
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0%
iShares S&P Mid-Cap 400 Growth ETF
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0%
VanEck Morningstar SMID Moat ETF
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0%
Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares
VTCIX
0%
Vanguard Tax-Managed Capital Appreciation Fund
VTCLX
0%