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Discontinued — last reported Q4 '23

Business Segments · Fund management fees

Investment Solutions — Fund management fees

The Carlyle Group Investment Solutions — Fund management fees remained flat by 0.0% to $87M in Q4 2023 compared to the prior quarter. Year-over-year, this metric declined by 17.5%, from $105.48M to $87M. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityStable
First reportedQ1 2016
Last reportedQ4 2023Feb 22, 2024
Rolls up toTotal Revenue

How to read this metric

Higher fees indicate growth in fee-earning assets under management and stable recurring revenue streams.

Detailed definition

Recurring revenue generated from managing client capital within the Investment Solutions segment, typically calculated a...

Peer comparison

Highly comparable across the asset management industry as the primary driver of recurring revenue.

Metric ID: cg_segment_investment_solutions_fund_management_fees

Historical Data

9 periods
 Q2 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23
Value$89.5M$105.48M$105.48M$105.48M$105.48M$87M$87M$87M$87M
QoQ Change+17.8%+0.0%+0.0%+0.0%-17.5%+0.0%+0.0%+0.0%
YoY Change+17.8%-17.5%-17.5%-17.5%-17.5%
Range$87M$105.48M
CAGR-1.4%
Avg YoY Growth-10.4%
Median YoY Growth-17.5%
Current Streak3 quarters growth

Frequently Asked Questions

What is The Carlyle Group's investment solutions — fund management fees?
The Carlyle Group (CG) reported investment solutions — fund management fees of $87M in Q4 2023.
How has The Carlyle Group's investment solutions — fund management fees changed year-over-year?
The Carlyle Group's investment solutions — fund management fees decreased by 17.5% year-over-year, from $105.48M to $87M.
What does investment solutions — fund management fees mean?
The steady fees earned for managing client assets in the Investment Solutions segment.