Business Segments · Accrued giveback obligations

Global Private Equity — Accrued giveback obligations

The Carlyle Group Global Private Equity — Accrued giveback obligations increased by 61.7% to $76.50M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 300.5%, from $19.10M to $76.50M. Over 4 years (FY 2021 to FY 2025), Global Private Equity — Accrued giveback obligations shows an upward trend with a 9.2% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementSegment
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2019
Last reportedQ1 2026May 8, 2026

How to read this metric

An increase indicates higher risk of future cash outflows, while a decrease suggests reduced exposure to clawback liabilities.

Detailed definition

Represents the estimated liability for potential clawbacks of previously received performance fees if future investment...

Peer comparison

Standard liability item for private equity firms, often labeled as 'Clawback Liability' or 'Performance Fee Contingency'.

Metric ID: cg_segment_global_private_equity_accrued_giveback_obligations

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$18.40M$18.40M$18.40M$18.40M$18.40M$18.40M$18.40M$18.40M$18.40M$18.40M$18.40M$18.40M$18.40M$18.40M$18.50M$19.10M$19.10M$19.10M$47.30M$76.50M
QoQ Change+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.5%+3.2%+0.0%+0.0%+147.6%+61.7%
YoY Change+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%+0.5%+3.8%+3.8%+3.8%+155.7%+300.5%
Range$18.40M$76.50M
CAGR+35.0%
Avg YoY Growth+29.3%
Median YoY Growth+0.0%
Current Streak19+ quarters growth

Frequently Asked Questions

What is The Carlyle Group's global private equity — accrued giveback obligations?
The Carlyle Group (CG) reported global private equity — accrued giveback obligations of $76.50M in Q1 2026.
How has The Carlyle Group's global private equity — accrued giveback obligations changed year-over-year?
The Carlyle Group's global private equity — accrued giveback obligations increased by 300.5% year-over-year, from $19.10M to $76.50M.
What is the long-term trend for The Carlyle Group's global private equity — accrued giveback obligations?
Over 4 years (2021 to 2025), The Carlyle Group's global private equity — accrued giveback obligations has grown at a 9.2% compound annual growth rate (CAGR), from $73.60M to $104.60M.
What does global private equity — accrued giveback obligations mean?
The estimated amount of performance fees that might need to be returned to investors based on future fund performance.