# Carlyle Group Inc. (CG)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/carlyle-group-inc/ JSON: https://steadybase.io/company/carlyle-group-inc.json Checked Nov 10, 2026. Latest filing read: Nov 6, 2026.

## Company

- Legal name: Carlyle Group Inc.
- Ticker: CG, CGABL (Nasdaq, Nasdaq)
- SEC CIK: 0001527166
- Industry: Investment Advice (SIC 6282)
- Headquarters: Washington, DC
- Fiscal year ends: December 31
- SEC filer category: Large accelerated filer
- Website: carlyle.com
- LinkedIn: https://www.linkedin.com/company/the-carlyle-group
- Next earnings date: Nov 6, 2026

## Key facts

- Revenue: $4.8B for the fiscal year ended Dec 31, 2025 (10-K filed Feb 27, 2026). Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000009/0001527166-26-000009-index.html
- Net income: $808.7M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 27, 2026). Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000009/0001527166-26-000009-index.html
- SG&A: $575.8M for the fiscal year ended Dec 31, 2022 (10-K/A filed May 4, 2023). Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716623000063/0001527166-23-000063-index.html
- Employees: 2,500 as of Dec 31, 2025, as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000009/cg-20251231.htm
- Shares outstanding: 353,914,742 as of Nov 3, 2026 (10-Q filed Nov 6, 2026). Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000053/0001527166-26-000053-index.html
- Auditor: Ernst & Young LLP, Tysons, Virginia, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000009/cg-20251231.htm

## Business

Carlyle is one of the world’s largest global investment firms that deploys private capital across three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest (formerly, Global Investment Solutions). Our teams invest across a range of strategies that leverage our deep industry expertise, local insights, and global resources to deliver attractive returns throughout an investment cycle.C. in 1987, we have grown to manage $477 billion in AUM as of December 31, 2025.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/1527166/000152716626000009/cg-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Net income | SG&A |
|---|---|---|---|
| Dec 31, 2025 | $4.8B | $808.7M | n/a |
| Dec 31, 2024 | $5.4B | $1.0B | n/a |
| Dec 31, 2023 | $3.0B | -$608.4M | n/a |
| Dec 31, 2022 | $4.4B | $1.2B | $575.8M |
| Dec 31, 2021 | $8.8B | $3.0B | $431.7M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/carlyle-group-inc.json

## Officers and directors

- Harvey M. Schwartz, Chief Executive Officer. LinkedIn: https://linkedin.com/in/harvey-schwartz. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000156641826000010/0001566418-26-000010-index.htm
- Justin Plouffe, Chief Financial Officer. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000179204126000019/0001792041-26-000019-index.htm
- Lindsay LoBue, Chief Operating Officer. LinkedIn: https://linkedin.com/in/lindsay-lobue. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000202743626000012/0002027436-26-000012-index.htm
- Charles Elliott Andrews Jr., Chief Accounting Officer. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000182228326000012/0001822283-26-000012-index.htm
- Kate Elizabeth Heinzelman, General Counsel. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000214378126000007/0002143781-26-000007-index.htm
- Kate Heinzelman, General Counsel. LinkedIn: https://linkedin.com/in/kate-heinzelman-987170133. Source: 8-K filed Jun 1, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000152716626000030/cg-20260601.htm
- Jeffrey W. Ferguson, General Counsel. Source: Form 4 filed May 29, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000154367026000008/0001543670-26-000008-index.htm
- David M. Rubenstein, Co-Founder and Co-Chairman of our Board of Directors. Source: 10-K filed Feb 27, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000152716626000009/cg-20251231.htm
- Jeffrey Nedelman, Co-President. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000196264326000014/0001962643-26-000014-index.htm
- John C. Redett, Co-President. LinkedIn: https://linkedin.com/in/john-redett. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000162060526000012/0001620605-26-000012-index.htm
- Mark David Jenkins, Co-President. Source: Form 4 filed Aug 28, 2026, https://www.sec.gov/Archives/edgar/data/1527166/000181076126000015/0001810761-26-000015-index.htm

## Recent 8-K events

- Nov 5, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000049/cg-20261105.htm
- Aug 5, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000036/cg-20260805.htm
- Jun 5, 2026: Item 5.02, Departure or appointment of directors or officers; compensation; Item 5.07, Submission of matters to a vote of security holders; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000033/cg-20260603.htm
- Jun 1, 2026: Item 5.02, Departure or appointment of directors or officers; compensation; Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000030/cg-20260601.htm
- May 7, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000023/cg-20260507.htm
- Feb 26, 2026: Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000006/cg-20260226.htm
- Feb 6, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000002/cg-20260206.htm
- Dec 5, 2025: Item 5.02, Departure or appointment of directors or officers; compensation; Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716625000128/cg-20251204.htm
- Oct 31, 2025: Item 2.02, Results of operations and financial condition (earnings release); Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716625000122/cg-20251031.htm
- Sep 19, 2025: Item 1.01, Entry into a material definitive agreement; Item 2.03, Creation of a direct financial obligation; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1527166/000119312525209115/d92535d8k.htm

## Insider trades (Form 4)

- Sep 11, 2026: David M. Rubenstein (Director) sold 400,000 shares, about $17.1M. Source: https://www.sec.gov/Archives/edgar/data/1527166/000154389526000004/0001543895-26-000004-index.htm
- Mar 19, 2026: David M. Rubenstein (Director) sold 500,000 shares, about $23.3M. Source: https://www.sec.gov/Archives/edgar/data/1527166/000154389526000002/0001543895-26-000002-index.htm
- Dec 10, 2025: David M. Rubenstein (Director) sold 625,000 shares, about $35.3M. Source: https://www.sec.gov/Archives/edgar/data/1527166/000154389525000007/0001543895-25-000007-index.htm
- Aug 12, 2025: Jeffrey W. Ferguson (General Counsel) sold 300,000 shares, about $19.1M. Source: https://www.sec.gov/Archives/edgar/data/1527166/000152716625000108/0001527166-25-000108-index.htm

## Latest filings

- 8-K filed Aug 5, 2026: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000036/cg-20260805.htm
- 10-K filed Feb 27, 2026: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000009/cg-20251231.htm
- 10-Q filed Aug 10, 2026: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000045/cg-20260630.htm
- DEF 14A filed Apr 23, 2026: https://www.sec.gov/Archives/edgar/data/1527166/000152716626000017/cg-20260423.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/