SEC Filing Summary: Carlyle Group Inc. (13F-HR)
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Carlyle Group Inc. for the quarter ended March 31, 2022. The report discloses equity holdings managed by the firm and three other included managers: Carlyle Investment Management LLC, CIM Global, L.L.C., and Carlyle Global Credit Investment Management L.L.C. An explanatory note clarifies that while AlpInvest Partners B.V. is an indirectly wholly owned adviser, Carlyle Group Inc. does not participate in its investment decision-making.
Key Financial Metrics
The filing provides aggregate data on reported holdings rather than the operating financials of Carlyle Group Inc. itself.
- Total Value of Reported Holdings: $8,360,471,000 (8,360,471 thousands).
- Number of Information Table Entries: 8.
- Number of Other Included Managers: 3.
- Revenue, Profit, Cash Flow, Margins, Debt, Liquidity: The filing text does not provide a clear value for these operating metrics as Form 13F is a disclosure of securities holdings, not a financial statement.
Material Changes
The filing text does not provide a clear value for material changes versus the prior comparable period. This form reports the snapshot of holdings at the end of the quarter but does not include comparative tables or narrative analysis of changes from the previous quarter within the provided text.
Guidance, Outlook, and Risks
The filing text does not provide a clear value for guidance, outlook, management commentary, risks, contingencies, or unusual items. Form 13F filings are strictly regulatory disclosures of long-term equity positions and do not contain forward-looking statements or risk factors.
Key Facts for Investor Verification
- Verify the total reported holdings value of approximately $8.36 billion against the firm's total Assets Under Management (AUM) to understand the scope of this specific report.
- Note that this report covers only 8 specific holdings entries, representing a subset of the firm's total portfolio.
- Confirm that the report includes holdings from three subsidiary managers (Carlyle Investment Management LLC, CIM Global, L.L.C., and Carlyle Global Credit Investment Management L.L.C.).
- Recognize that this document does not reflect the firm's own financial performance, debt levels, or cash flow.