Welcome to our dedicated page for Carlyle Group SEC filings (Ticker: CG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Carlyle Group's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Carlyle Group's regulatory disclosures and financial reporting.
The Carlyle Group Inc. filed a Form 13F combination report disclosing institutional holdings managed by Carlyle and affiliated managers. The report lists 20 Information Table entries with a total market value of $5,032,012,385 and shows 3 other included managers.
The filing is signed by Jeffrey W. Ferguson, General Counsel on 08-08-2025. Explanatory notes state that AlpInvest Partners B.V. is an indirectly wholly owned adviser and that Carlyle completed its acquisition of the Abingworth group in August 2022, making Abingworth LLP a relying advisor.
The Carlyle Group reported stronger results for the quarter ended June 30, 2025, with revenue and earnings rising sharply year-over-year. Total revenues for the quarter were $1,572.9 million versus $1,069.7 million a year earlier, led by higher fund management fees ($620.4M vs $534.4M) and a large increase in performance allocations ($638.8M vs $198.2M). Net income attributable to The Carlyle Group Inc. was $319.7 million for the quarter (total net income $328.1M), up from $148.2 million, and diluted EPS was $0.87 versus $0.40.
Balance sheet and cash flow highlights: total assets increased to $25,067.8 million from $23,103.5 million and total equity rose to $6,717.6 million. Investments including accrued performance allocations were $11,203.1 million, and investments of Consolidated Funds increased to $9,857.5 million. Accrued compensation and benefits remained elevated at $5,598.9 million. For the six months, operating activities used $520.9 million of cash while financing activities provided $526.8 million, reflecting dividends, share repurchases and non-controlling interest activity.