Carlyle Group Inc. (CGABL) — SEC Filings
Carlyle Group Inc. (CGABL) — 50 SEC filings. Latest: 8-K (Dec 5, 2025). Includes 14 8-K, 13 SC 13D/A, 7 13F-HR.
View Carlyle Group Inc. on SEC EDGAR
Overview
Carlyle Group Inc. (CGABL) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 5, 2025: The Carlyle Group Inc. filed an 8-K on December 5, 2025, reporting events as of December 4, 2025. The filing covers the departure of directors or certain officers, the election of directors, the appointment of certain officers, and compensatory arrangements. It also includes Regulation FD disclosure
Sentiment Summary
Across 50 filings, the sentiment breakdown is: 1 bearish, 49 neutral. The dominant filing sentiment for Carlyle Group Inc. is neutral.
Filing Type Overview
Carlyle Group Inc. (CGABL) has filed 14 8-K, 6 10-Q, 7 13F-HR, 2 DEF 14A, 1 10-K, 13 SC 13D/A, 5 SC 13G/A, 1 SC 13D, 1 SC 13G with the SEC between Mar 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (50)
Risk Profile
Risk Assessment: Of CGABL's 34 recent filings, 1 were flagged as high-risk, 16 as medium-risk, and 17 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $332.7M |
| Net Income | $0.9M |
| EPS | $0.00 |
| Debt-to-Equity | 2.96 |
| Cash Position | $2.22B |
| Operating Margin | N/A |
| Total Assets | $27.06B |
| Total Debt | $12.18B |
Key Executives
- Harvey M. Schwartz
- William E. Conway Jr.
- Kewsong Lee
- Jeffrey W. Ferguson
- Glenn A. Youngkin
Industry Context
The alternative asset management industry, including private equity and credit, is characterized by its reliance on investment performance for significant portions of revenue (incentive and performance fees). While fund management fees provide a stable base, the industry is highly sensitive to market cycles and investor sentiment. Competition is intense, with firms differentiating through specialized strategies, global reach, and strong investor relationships. Regulatory scrutiny and evolving investor demands for transparency and ESG integration are also key trends.
Top Tags
ownership-change (12) · sec-filing (11) · financial-reporting (5) · 8-K (4) · officer-changes (3) · 8-k (3) · filing (3) · investment-firm (3) · amendment (3) · corporate-governance (3)
Executive Compensation
From the most recent DEF 14A filing (Apr 18, 2024):
- Harvey M. Schwartz — Member
- William E. Conway Jr. — Member
- Kewsong Lee — Member
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Income Attributable to CG | $0.9M | Dramatic decrease from $595.7M in Q3 2024, indicating severe profit erosion. |
| Performance Allocations | $(606.7)M | Negative swing from $1,785.5M in Q3 2024, the primary driver of net income decline. |
| Fund Management Fees | $583.3M | Increased from $532.7M in Q3 2024, showing resilience in recurring revenue. |
| Total Assets | $27.06B | Increased from $23.10B at Dec 31, 2024, reflecting growth in managed investments. |
| Debt Obligations | $2.98B | Increased from $2.14B at Dec 31, 2024, indicating higher leverage. |
| Basic EPS | $0.00 | Fell from $1.67 in Q3 2024, reflecting the sharp decline in profitability. |
| Common Shares Outstanding | 361,704,907 | As of August 5, 2025, indicating the total equity base. |
| Subordinated Notes Interest Rate | 4.625% | Rate on Carlyle Finance L.L.C.'s notes due 2061, reflecting debt cost. |
| Shares Outstanding | 359,880,497 | As of May 2, 2024, indicating the total number of common shares available. |
| Filing Date | 2024-04-18 | Date the DEF 14A was filed |
| Fiscal Year End | 2023-12-31 | End date of the reporting period |
| Compensation Reporting Start Date | 2020-01-01 | Earliest year for which compensation data is provided |
| Compensation Reporting End Date | 2023-12-31 | Latest year for which compensation data is provided |
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Frequently Asked Questions
What are the latest SEC filings for Carlyle Group Inc. (CGABL)?
Carlyle Group Inc. has 50 recent SEC filings from Mar 2024 to Dec 2025, including 14 8-K, 13 SC 13D/A, 7 13F-HR. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of CGABL filings?
Across 50 filings, the sentiment breakdown is: 1 bearish, 49 neutral. The dominant sentiment is neutral.
Where can I find Carlyle Group Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Carlyle Group Inc. (CGABL) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Carlyle Group Inc.?
Key financial highlights from Carlyle Group Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for CGABL?
The investment thesis for CGABL includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Carlyle Group Inc.?
Key executives identified across Carlyle Group Inc.'s filings include Harvey M. Schwartz, William E. Conway Jr., Kewsong Lee, Jeffrey W. Ferguson, Glenn A. Youngkin.
What are the main risk factors for Carlyle Group Inc. stock?
Of CGABL's 34 assessed filings, 1 were flagged high-risk, 16 medium-risk, and 17 low-risk.
What are recent predictions and forward guidance from Carlyle Group Inc.?
Forward guidance and predictions for Carlyle Group Inc. are extracted from SEC filings as they are enriched.