Carlyle Group Management

Management Kriterienprüfungen 3/4

Carlyle Group CEO ist Harvey Schwartz , ernannt in Feb 2023, hat eine Amtszeit von 3.17 Jahren. Die jährliche Gesamtvergütung beträgt $29.59M , bestehend aus 3.4% Gehalt und 96.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.45% der Aktien des Unternehmens, im Wert von $275.69M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.2 Jahre bzw. 13.9 Jahre.

Wichtige Informationen

Harvey Schwartz

Geschäftsführender

US$29.6m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts	3.38%
Amtszeit als Geschäftsführer	3.2yrs
Eigentum des Geschäftsführers	1.4%
Durchschnittliche Amtszeit des Managements	3.2yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder	13.9yrs

Jüngste Management Updates

Recent updates

Carlyle Group: The Underlying Thesis For Investment Management Underperformance In 2026E

Jan 10

Revenues Not Telling The Story For The Carlyle Group Inc. (NASDAQ:CG) After Shares Rise 28%

Jul 15

Subdued Growth No Barrier To The Carlyle Group Inc. (NASDAQ:CG) With Shares Advancing 26%

May 13

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Harvey Schwartz im Vergleich zu den Einnahmen von Carlyle Group verändert?
Datum	Gesamtvergütung	Gehalt	Unternehmensgewinne
Dec 31 2025	n/a	n/a	US$809m
Sep 30 2025	n/a	n/a	US$662m
Jun 30 2025	n/a	n/a	US$1b
Mar 31 2025	n/a	n/a	US$1b
Dec 31 2024	US$30m	US$1m	US$1b
Sep 30 2024	n/a	n/a	US$118m
Jun 30 2024	n/a	n/a	-US$397m
Mar 31 2024	n/a	n/a	-US$643m
Dec 31 2023	US$187m	US$838k	-US$608m

Vergütung im Vergleich zum Markt: HarveyDie Gesamtvergütung ($USD29.59M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.14M).

Entschädigung vs. Einkommen: HarveyDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

Harvey Schwartz (60 yo)

3.2yrs

Amtszeit

US$29,590,176

Vergütung

Mr. Harvey Mitchell Schwartz is CEO & Director of The Carlyle Group Inc. from February 15, 2023. He joined The Carlyle Group Inc. on February 15, 2023. He focuses on Real Estate.He is MD & CEO of The Carl...

Führungsteam

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
Harvey Schwartz	CEO & Director	3.2yrs	US$29.59m	1.45% $ 275.7m
Lindsay Lobue	Chief Operating Officer	1.8yrs	US$6.21m	0.023% $ 4.3m
Jeffrey Ferguson	MD, Partner	27.3yrs	US$6.10m	0.16% $ 29.9m
James Hance	Operating Executive & Director	no data	keine Daten	0.085% $ 16.2m
David Rubenstein	Co-Founder & Co-Chairman of the Board	14.8yrs	US$281.88k	7.59% $ 1.4b
William Conway	Co-Founder & Co-Chairman of the Board	14.8yrs	US$500.00k	7.48% $ 1.4b
Mark Jenkins	Co-President & Head of Global Credit	less than a year	keine Daten	0.42% $ 80.4m
Jeffrey Nedelman	Co-President & Global Head of Client Business	2.5yrs	keine Daten	0.45% $ 86.3m
Daniel D'Aniello	Co-Founder & Chairman Emeritus	39.3yrs	US$281.88k	9% $ 1.7b
Justin Plouffe	Chief Financial Officer	less than a year	keine Daten	0.25% $ 47.8m
George Main	Chief Executive Officer of Solutions	no data	keine Daten	keine Daten
Pooja Goyal	Partner	6.8yrs	keine Daten	keine Daten

3.2yrs

Durchschnittliche Betriebszugehörigkeit

60yo

Durchschnittliches Alter

Erfahrenes Management: CGDas Führungsteam des Unternehmens gilt als erfahren (3.2 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
Harvey Schwartz	CEO & Director	3.2yrs	US$29.59m	1.45% $ 275.7m
James Hance	Operating Executive & Director	13.9yrs	keine Daten	0.085% $ 16.2m
David Rubenstein	Co-Founder & Co-Chairman of the Board	14.8yrs	US$281.88k	7.59% $ 1.4b
William Conway	Co-Founder & Co-Chairman of the Board	14.8yrs	US$500.00k	7.48% $ 1.4b
Daniel D'Aniello	Co-Founder & Chairman Emeritus	14.8yrs	US$281.88k	9% $ 1.7b
Allan Holt	MD, Partner & Vice Chairman of Americas Private Equity	9.8yrs	keine Daten	keine Daten
Xiang-Dong Yang	MD & Chairman of Carlyle Asia	9.3yrs	keine Daten	keine Daten
Gregor Boehm	MD, Partner & Chairman of Europe Private Equity	4.3yrs	keine Daten	keine Daten
Kazuhiro Yamada	Chairman of Carlyle Japan & Co-Head of Carlyle Japan Advisory Team	no data	keine Daten	keine Daten
Marcel van Poecke	MD & Chairman of Energy	no data	keine Daten	keine Daten
William Shaw	Independent Director	13.9yrs	US$378.86k	0.019% $ 3.6m
Lawton Fitt	Independent Director	13.9yrs	US$428.86k	0.019% $ 3.6m

13.9yrs

Durchschnittliche Betriebszugehörigkeit

72.5yo

Durchschnittliches Alter

Erfahrener Vorstand: CGDie Vorstandsmitglieder sind sehr erfahren ( 13.9 ).

Unternehmensanalyse und Finanzdaten Status

Daten	Zuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse	2026/04/19 19:04
Aktienkurs zum Tagesende	2026/04/17 00:00
Gewinne	2025/12/31
Jährliche Einnahmen	2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

Paket	Daten	Zeitrahmen	Beispiel US-Quelle ^*
Finanzdaten des Unternehmens	10 Jahre	Gewinn- und Verlustrechnung Kapitalflussrechnung Bilanz	SEC-Formular 10-K SEC-Formular 10-Q
Konsensschätzungen der Analysten	+3 Jahre	Finanzielle Vorausschau Kursziele der Analysten	Analysten Research Berichte Blue Matrix
Marktpreise	30 Jahre	Aktienkurse Dividenden, Splits und Aktionen	ICE-Marktdaten SEC-Formular S-1
Eigentümerschaft	10 Jahre	Top-Aktionäre Insiderhandel	SEC-Formular 4 SEC-Formular 13D
Verwaltung	10 Jahre	Das Führungsteam Direktorium	SEC-Formular 10-K SEC-Formular DEF 14A
Wichtige Entwicklungen	10 Jahre	Ankündigungen des Unternehmens	SEC-Formular 8-K

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

The Carlyle Group Inc. wird von 25 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

Analyst	Einrichtung
Roger Freeman	Barclays
Benjamin Budish	Barclays
Brennan Hawken	BMO Capital Markets Equity Research

Carlyle Group Management

Management Kriterienprüfungen 3/4

Wichtige Informationen

Jüngste Management Updates

Co-Founder & Co-Chairman of the Board notifies of intention to sell stock

The Carlyle Group Inc. Announces Executive Changes

The Carlyle Group Inc. Appoints Travis Wilson as Managing Director

Co-Founder & Non-Executive Co-Chairman recently sold US$35m worth of stock

Co-Founder & Non-Executive Co-Chairman notifies of intention to sell stock

Carlyle Group Inc. Announces Retirement of General Counsel Jeffrey Ferguson and Transition to Senior Advisor Role

Recent updates

Carlyle Asia Partners, a fund manage by The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of KFC Korea Co., Ltd. from Orchestra Private Equity VI, L.P., a fund managed by Orchestra Private Equity Singapore Pte. Ltd.

The Carlyle Group Inc. to Report Q1, 2026 Results on May 07, 2026

Consensus EPS estimates fall by 11%

An unknown funds managed by Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire an unknown majority stake in MAI Capital Management, LLC.

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire Basf India Coatings Private Limited from BASF India Limited (NSEI:BASF) for INR 2.3 billion.

Prime Infrastructure Capital, Inc completed the acquisition of SierraCol Energy Limited from Carlyle International Energy Partners LP fund managed by The Carlyle Group Inc. (NasdaqGS:CG).

Co-Founder & Co-Chairman of the Board notifies of intention to sell stock

The Carlyle Group Inc. (NasdaqGS:CG) enter into a share transfer agreement to acquire Sugiko Group Holdings Co., Ltd. from OPI2002 Investment Partnership and others.

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of Hogy Medical Co.,Ltd. (TSE:3593) from Dalton Investments LLC, Nippon Active Value Fund plc (LSE:NAVF) managed by International Fund Management Limited, NAVF Select LLC fund managed by Rosenwald Capital Management, Inc. and others.

The Carlyle Group Inc. (NasdaqGS:CG) announces an Equity Buyback for $2,000 million worth of its shares.

Reddy Ice, LLC completed the acquisition of Arctic Glacier U.S.A., Inc. from The Carlyle Group Inc. (NasdaqGS : CG).

Fourth quarter dividend of US$0.35 announced

CVC, Advent, Carlyle, Blackstone Reportedly Circle Citius as EQT Weighs Billion-Dollar Exit

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

The Carlyle Group Inc. Declares Quarterly Dividend, Payable on February 20, 2026

Reddy Ice, LLC entered into an agreement to acquire Arctic Glacier U.S.A., Inc. from The Carlyle Group Inc. (NasdaqGS : CG).

Stanley Electric Co., Ltd. (TSE:6923) executed an agreement to acquire Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others for ¥70.3 billion.

The Carlyle Group Inc. (NasdaqGS:CG) signed a agreement to acquire LUKOIL International GmbH from PJSC LUKOIL (MISX:LKOH) for estimated $22.0 billion.

Blackstone, Temasek Reportedly Weigh Bids for Diageo Stake in RCB

Pantzer Properties, Inc. acquired 289-unit apartment building in Woburn from Toll Brothers, Inc. (NYSE:TOL) and an affiliate of The Carlyle Group Inc. (NasdaqGS:CG) for approximately $130 million.

The Carlyle Group Inc. Announces Executive Changes

Carlyle Group: The Underlying Thesis For Investment Management Underperformance In 2026E

The Carlyle Group Inc. Appoints Travis Wilson as Managing Director

Shimadzu Corporation (TSE:7701) agreed to acquire Tescan Group, A.S. from The Carlyle Group Inc. (NasdaqGS:CG) for approximately $680 million.

Carlyle Asia Partners manage by The Carlyle Group Inc. (NasdaqGS:CG) entered into a definitive agreement to acquire KFC Korea Co., Ltd.

Howard Hughes Holdings Inc. (NYSE:HHH) entered into a definitive agreement to acquire Vantage Group Holdings Ltd. for $2.1 billion.

Co-Founder & Non-Executive Co-Chairman recently sold US$35m worth of stock

Co-Founder & Non-Executive Co-Chairman notifies of intention to sell stock

Carlyle Group Inc. Announces Retirement of General Counsel Jeffrey Ferguson and Transition to Senior Advisor Role

Cloud Software Group, Inc. completed the acquisition of Arctera US Holdings, LLC from funds affiliated by The Carlyle Group Inc. (NasdaqGS:CG).

SoftBank Group Corp. (TSE:9984) completed the acquisition of 91.92% stake in Ampere Computing LLC from The Carlyle Group Inc. (NasdaqGS:CG) and Oracle Corporation (NYSE:ORCL).

Carlyle Reportedly Mulls Bid for Lukoil's Foreign Assets

Now 21% overvalued

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of The Very Group Limited from Barclay family.

New major risk - Earnings quality

Consensus EPS estimates increase by 16%, revenue downgraded

Third quarter dividend of US$0.35 announced

New minor risk - Earnings quality

Third quarter 2025 earnings released: EPS: US$0.002 (vs US$1.67 in 3Q 2024)

The Carlyle Group Inc. Declares A Quarterly Dividend, Payable on November 19, 2025

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) completed the acquisition of Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG).

Now 22% overvalued after recent price rise

Temasek, Others Reportedly Eye Minority Stake in Nash Industries for $150 Million

XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).

Carlyle Europe Technology Partners V, S.C.Sp. fund managed by The Carlyle Group Inc. (NasdaqGS:CG) entered into an agreement to acquire Intelliflo Limited from Invesco Ltd. (NYSE:IVZ) for $200 million.

The Carlyle Group Inc. (NasdaqGS:CG) and Ajit Aravind Prabhu agreed to acquire an unknown minority stake in Quest Global Services Pte. Ltd.

Price target increased by 8.6% to US$67.02

MD & Partner recently sold US$19m worth of stock

Bain Capital, LP and Peter J. ter Maaten agreed to acquire an unknown stake in HSO Group B.V. from Carlyle Europe Technology Partners III, L.P. and The Carlyle Group Inc. (NasdaqGS:CG) for estimated $1.0 billion.

Second quarter dividend of US$0.35 announced

Second quarter 2025 earnings released: EPS: US$0.89 (vs US$0.41 in 2Q 2024)

The Carlyle Group Inc. Announces Executive Appointments, Effective January 1, 2026

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of 40% stake in TRYT Inc. (TSE:9164) from EQT Private Capital Asia, EQT AB (publ) (OM:EQT) and others.

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire an unknown majority stake in Adastra Corporation for $400 million.

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) signed a definitive agreement to acquire Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG) for approximately £770 million.

Now 20% overvalued after recent price rise

Revenues Not Telling The Story For The Carlyle Group Inc. (NASDAQ:CG) After Shares Rise 28%

Japan's SMFG Reportedly Considers Making Additional $1.1 Billion Investment in Yes Bank

Price target increased by 12% to US$55.80

Carlyle Group Reportedly to Sell 10% Stake in Piramal Pharma Via Block Deals

Carlyle Reportedly in Talks to Hand over Dainese to Private Lenders

Stonepeak Partners LP completed the acquisition of Forgital Italy S.p.A. from Carlyle Europe Partners V and Carlyle Partners VII, L.P., a funds managed by The Carlyle Group Inc. (NasdaqGS:CG) and other shareholders.

Toll Brothers Apartment Living and Carlyle Announce the Grand Opening of Peregrine, A Luxury Multifamily Apartment Community in Irving, Texas

XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion.

Global PE's Reportedly Seeks Controlling Stakes in Harman's India DTS

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire TRYT Inc. (TSE:9164) from Life Science & Digital Health Co. Limited, EQT AB (publ) (OM:EQT) and others for ¥88 billion.

SK Capital Partners, LP and The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of bluebird bio, Inc. (NasdaqGS:BLUE).

Consensus EPS estimates fall by 16%

Price target increased by 7.3% to US$49.05