Non-Current Assets
Alternative Investments Fair Value
The Carlyle Group Alternative Investments Fair Value increased by 57.6% to $13.11B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 57.6%, from $8.32B to $13.11B. Over 5 years (FY 2020 to FY 2025), Alternative Investments Fair Value shows an upward trend with a 14.6% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2020
Last reportedQ4 2025May 8, 2026
How to read this metric
Higher levels indicate a strategy focused on alpha generation and diversification, though they increase portfolio illiquidity risk.
Detailed definition
This includes the fair value of investments in non-traditional asset classes such as private equity, hedge funds, real e...
Peer comparison
Common in institutional portfolios; peers vary widely in their allocation to alternatives based on their specific investment mandate.
Metric ID:
alternative_investments_fair_valueHistorical Data
5 periods
| Q4 '21 | Q4 '22 | Q4 '23 | Q4 '24 | Q4 '25 | |
|---|---|---|---|---|---|
| Value | $7.17B | $7.58B | $7.96B | $8.32B | $13.11B |
| QoQ Change | — | +5.8% | +5.1% | +4.4% | +57.6% |
| YoY Change | — | +5.8% | +5.1% | +4.4% | +57.6% |
Range$7.17B – $13.11B
CAGR+82.9%
Avg YoY Growth+18.2%
Median YoY Growth+5.4%
Current Streak4+ quarters growth
Alternative Investments Fair Value at Other Companies
Frequently Asked Questions
- What is The Carlyle Group's alternative investments fair value?
- The Carlyle Group (CG) reported alternative investments fair value of $13.11B in Q4 2025.
- How has The Carlyle Group's alternative investments fair value changed year-over-year?
- The Carlyle Group's alternative investments fair value increased by 57.6% year-over-year, from $8.32B to $13.11B.
- What is the long-term trend for The Carlyle Group's alternative investments fair value?
- Over 5 years (2020 to 2025), The Carlyle Group's alternative investments fair value has grown at a 14.6% compound annual growth rate (CAGR), from $6.64B to $13.11B.
- What does alternative investments fair value mean?
- The value of investments in non-traditional assets like private equity and real estate.