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 December 31, 2024. The report discloses investment 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 a clear value for revenue, profit, cash flow, margins, debt, or liquidity. Form 13F-HR filings are designed to disclose equity holdings and do not contain the issuer's financial performance data.
Material Changes
The filing text does not provide a clear value for material changes in holdings or financial performance versus the prior comparable period. The document lists the entities involved but does not include a comparative table of positions or financial results.
Guidance, Outlook, and Risks
The filing text does not provide a clear value for guidance, outlook, or specific risk factors. However, the document includes the following management commentary and structural notes:
- AlpInvest Partners B.V.: Identified as an indirectly wholly owned investment adviser of The Carlyle Group Inc., though The Carlyle Group Inc. does not participate in its investment decision-making.
- Abingworth Acquisition: In August 2022, The Carlyle Group Inc. completed the acquisition of the Abingworth group, a life sciences investment firm. Consequently, Abingworth LLP became a relying advisor of Carlyle Investment Management L.L.C.
Key Facts for Investor Verification
- Verify the specific equity holdings and aggregate market values in the full 13F-HR schedule, as this summary text only lists the reporting entities.
- Confirm the separation of investment decision-making authority between The Carlyle Group Inc. and AlpInvest Partners B.V.
- Review the integration status of Abingworth LLP as a relying advisor following the 2022 acquisition.
- Note that this filing does not contain Carlyle Group Inc.'s own financial results; refer to 10-K or 10-Q filings for that data.