SEC Filing Summary: Carlyle Group Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR Combination Report filed by The Carlyle Group Inc. for the reporting period ending September 30, 2024. The report discloses equity holdings managed by Carlyle Investment Management LLC and its relying advisors, including AlpInvest Partners B.V. and Abingworth LLP.
Financial Metrics
The filing text does not provide revenue, profit, cash flow, margins, debt, or liquidity figures. Form 13F-HR filings are designed to disclose portfolio holdings rather than the financial performance of the reporting institution itself.
Material Changes
The filing includes explanatory notes regarding corporate structure rather than period-over-period financial changes:
- AlpInvest Partners B.V. is identified as an indirectly wholly owned investment adviser of The Carlyle Group Inc., though Carlyle does not participate in its investment decision-making.
- Abingworth LLP became a relying advisor of Carlyle Investment Management L.L.C. following Carlyle's acquisition of the Abingworth group in August 2022.
Guidance, Outlook, and Risks
The filing text does not contain management commentary, forward-looking guidance, risk factors, contingencies, or unusual items. The document serves strictly as a regulatory disclosure of investment positions.
Key Facts for Investor Verification
- Verify the specific equity holdings listed in the full 13F schedule, as the provided text only lists the reporting entities.
- Confirm the separation of investment decision-making authority between Carlyle Group Inc. and AlpInvest Partners B.V.
- Note that Abingworth LLP operates as a relying advisor under Carlyle Investment Management L.L.C. post-acquisition.