Welcome to our dedicated page for The 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.
The Carlyle Group Inc. (NASDAQ: CG) files a range of documents with the U.S. Securities and Exchange Commission that provide detail on its operations, financing, and governance as a global investment firm. This page aggregates Carlyle’s SEC filings and pairs them with AI-powered summaries to help readers understand the key points in each report.
Recent Form 8-K filings show how Carlyle uses the capital markets and discloses material events. One 8-K describes the company’s quarterly financial results, furnished through a summary earnings press release and detailed earnings presentation. Other 8-Ks filed in September 2025 outline the pricing and issuance of $800 million aggregate principal amount of 5.050% Senior Notes due 2035, the related senior notes indenture, and the guarantees provided by several Carlyle holding entities. These filings explain the terms of the notes, including interest rate, maturity, redemption provisions, and events of default.
Another Form 8-K filed in July 2025 details leadership changes effective January 1, 2026, including the planned appointment of three Co-Presidents and a new Chief Financial Officer. The filing describes how these roles align with Carlyle’s Global Private Equity, Global Credit and Insurance, and Global Client Business segments, and notes that these senior professionals invest in and alongside Carlyle funds as described in the company’s proxy statement.
On this SEC filings page, users can review Carlyle’s 8-K current reports, as well as other core filings such as annual reports on Form 10-K, quarterly reports on Form 10-Q, and registration statements when available. AI-generated highlights help explain complex sections, such as indenture covenants, guarantee structures, or executive compensation disclosures in proxy-related documents. The platform also surfaces real-time updates from EDGAR, allowing investors to see new filings as they are posted and to explore how Carlyle’s disclosures relate to its activities in private equity, credit, and investment solutions.
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
The filing is signed by Jeffrey W. Ferguson, General Counsel on
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.