Investments of Consolidated Funds
The Carlyle Group Investments of Consolidated Funds increased by 14.4% to $14.33B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 53.6%, from $9.33B to $14.33B. Over 5 years (FY 2020 to FY 2025), Investments of Consolidated Funds shows an upward trend with a 15.6% CAGR.
Analysis
How to read this metric
Changes reflect the performance and valuation of the underlying assets within the consolidated funds.
Detailed definition
This represents the fair value of underlying portfolio investments held by investment funds that the firm is required to...
Peer comparison
Highly dependent on the firm's fund structure and accounting consolidation policies compared to peers.
non_current_assets_investments_of_consolidated_funds_b700a4Historical Data
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $6.12B | $6.47B | $6.66B | $6.41B | $6.42B | $6.41B | $6.89B | $7.07B | $7.51B | $7.06B | $7.25B | $7.46B | $8.43B | $7.43B | $7.78B | $9.33B | $9.86B | $11.08B | $12.52B | $14.33B |
| QoQ Change | — | +5.7% | +3.0% | -3.7% | +0.1% | -0.1% | +7.6% | +2.5% | +6.3% | -6.0% | +2.7% | +2.8% | +13.0% | -11.9% | +4.8% | +19.9% | +5.7% | +12.4% | +13.0% | +14.4% |
| YoY Change | — | — | — | — | +4.8% | -0.9% | +3.5% | +10.2% | +17.0% | +10.1% | +5.2% | +5.5% | +12.2% | +5.2% | +7.3% | +25.1% | +17.0% | +49.2% | +60.9% | +53.6% |
Geographic Breakdown — United States
| Segment | Q4 '24 |
|---|---|
| United States | $4.80B |
| Total | $7.78B |
United States was previously reported and has since been discontinued or reclassified. Only currently active segments are shown in the chart.
Investments of Consolidated Funds at Other Companies
Frequently Asked Questions
- What is The Carlyle Group's investments of consolidated funds?
- The Carlyle Group (CG) reported investments of consolidated funds of $14.33B in Q1 2026.
- How has The Carlyle Group's investments of consolidated funds changed year-over-year?
- The Carlyle Group's investments of consolidated funds increased by 53.6% year-over-year, from $9.33B to $14.33B.
- What is the long-term trend for The Carlyle Group's investments of consolidated funds?
- Over 5 years (2020 to 2025), The Carlyle Group's investments of consolidated funds has grown at a 15.6% compound annual growth rate (CAGR), from $6.06B to $12.52B.
- What does investments of consolidated funds mean?
- The value of portfolio assets held by investment funds that are consolidated into the company's financial statements.