The Carlyle Group Inc (CG)
Industry Asset Management
This stock can be held in an Investment ISA and an Investment Account
Sell
$44.50
Buy
$45.95
$-0.68 (-1.48%)
The Carlyle Group LP is a global alternative asset management firm. It operates business across, Corporate Private Equity, Global Credit, Real Assets, and Investment Solutions segments.
Prices updated at 30 May 2025, 21:47 EDT
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Prices in USD
Important documents: Please ensure that you have read the Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and
- Key stats
- Price
- Fair value
- Dividends
- News
- Financials
- Valuation
- Profile
Sector
Financial Services
Industry
Asset Management
Chairman
Mr. David M. Rubenstein
CEO
Mr. Harvey M. Schwartz
Most recent earnings
31 Dec 2024
Fiscal year end
31 Dec 2024
Employees
2,300
Head office
1001 Pennsylvania Avenue, NW
Washington
United States
20004-2505
Key personnel
| Owner name | Salary | Bonus | All other compensation | Total compensation | Restricted stock award |
|---|---|---|---|---|---|
Mr. Anthony Welters Independent Director | 0.17m | - | - | 0.36m | - |
Ms. Afsaneh Mashayekhi Beschloss Independent Director | 0.09m | - | - | 0.29m | - |
Mr. Derica W. Rice Independent Director | 0.14m | - | - | 0.34m | - |
Mr. James H. Hance, Jr Director and Operating Executive | - | - | - | - | - |
Ms. Linda Hefner Filler Independent Director | 0.14m | - | - | 0.34m | - |
Ms. Lawton Wehle Fitt Independent Director | 0.23m | - | - | 0.43m | - |
Mr. Mark S. Ordan Lead Independent Director | 0.14m | - | - | 0.34m | - |
Mr. William E. Conway,Jr Co-Chairman of the Board | - | - | - | - | - |
Mr. William J. Shaw Independent Director | 0.18m | - | - | 0.38m | - |
Mr. Daniel A. D’Aniello Chairman Emeritus and Director | - | - | - | - | - |
Mr. David M. Rubenstein Co-Chairman of the Board | - | - | - | - | - |
Mr. Jeffrey W. Ferguson General Counsel | 0.50m | 0.81m | - | 6.10m | - |
Mr. Harvey M. Schwartz Director and Chief Executive Officer | 1.00m | - | - | 29.59m | - |
Mr. John C. Redett Chief Financial Officer and Head of Corporate Strategy | 0.50m | 2.01m | - | 33.45m | - |
Ms. Sharda Cherwoo Independent Director | 0.14m | - | - | 0.34m | - |
Mr. Charles E. Andrews, Jr Chief Accounting Officer | - | - | - | - | - |
Ms. Lindsay P. LoBue Chief Operating Officer | 0.50m | 2.41m | - | 6.21m | - |
Top 5 shareholders
| Owner name | No. of shares | Share as % of port. | Last change | Portfolio % change | Date of portfolio | % Total assets |
|---|---|---|---|---|---|---|
| Carlyle Group Management LLC | 133,870,020 | - | -6957486 | -4.940431 | 30 Apr 2025 | 37.43 |
| BlackRock Inc | 29,261,523 | 0.02679 | 5248003 | 21.854368 | 30 Apr 2025 | 8.11 |
| Vanguard Group Inc | 24,292,937 | 0.01914 | 1131514 | 4.885339 | 30 Apr 2025 | 6.73 |
| Capital Research and Management Company | 19,514,277 | 1.56136 | -3605390 | - | 30 Apr 2025 | 5.41 |
| Capital World Investors | 17,718,231 | 0.12513 | -2060127 | -10.416067 | 30 Apr 2025 | 4.91 |
Director dealings
| Date | Action | Name | Price | Value | No. of shares | Holding (%) | Additional info |
|---|---|---|---|---|---|---|---|
| 15 Dec 2024 | - | Mr. Harvey M. Schwartz | 52.64 | 15,924,390 | 6,826,424 | - | - |
| 12 Dec 2024 | - | Mr. William E. Conway,Jr | - | - | 29,999,644 | - | - |
| 27 Nov 2024 | - | Mr. Anthony Welters | - | - | 51,070 | - | - |
| 25 Nov 2024 | - | Mr. Jeffrey W. Ferguson | - | - | 1,277,410 | - | - |
| 25 Nov 2024 | - | Mr. Harvey M. Schwartz | - | - | 7,128,939 | - | - |
| 25 Nov 2024 | - | Mr. John C. Redett | - | - | 987,566 | - | - |
| 25 Nov 2024 | - | Mr. Charles E. Andrews | - | - | 131,454 | - | - |
| 25 Nov 2024 | - | Ms. Lindsay LoBue | - | - | 126,022 | - | - |
| 12 Nov 2024 | - | Mr. Daniel A. D’Aniello | 52.69 | 3,230,529 | - | - | - |
| 12 Nov 2024 | - | Mr. Daniel A. D’Aniello | 51.37 | 22,306,395 | 61,312 | - | - |
| 26 Aug 2024 | - | Mr. Jeffrey W. Ferguson | - | - | 1,276,666 | - | - |
| 26 Aug 2024 | - | Mr. Harvey M. Schwartz | - | - | 7,092,384 | - | - |
| 26 Aug 2024 | - | Mr. John C. Redett | - | - | 984,696 | - | - |
| 26 Aug 2024 | - | Mr. Charles E. Andrews | - | - | 131,308 | - | - |
| 26 Aug 2024 | - | Ms. Lindsay LoBue | - | - | 126,018 | - | - |
| 01 Aug 2024 | - | Mr. Jeffrey W. Ferguson | 49.74 | 1,735,230 | 1,275,659 | - | - |
| 01 Aug 2024 | - | Mr. Charles E. Andrews | 49.74 | 685,069 | 131,111 | - | - |
| 21 May 2024 | - | Mr. Jeffrey W. Ferguson | - | - | 1,310,545 | - | - |
| 21 May 2024 | - | Mr. Harvey M. Schwartz | - | - | 7,042,876 | - | - |
| 21 May 2024 | - | Mr. John C. Redett | - | - | 980,809 | - | - |
Please note that past performance is not a reliable indicator of future returns.
