Carlyle Group Management
Management criteria checks 2/4
Carlyle Group's CEO is Harvey Schwartz, appointed in Feb 2023, has a tenure of 1.75 years. total yearly compensation is $186.99M, comprised of 0.4% salary and 99.6% bonuses, including company stock and options. directly owns 1.98% of the company’s shares, worth MX$7.30B. The average tenure of the management team and the board of directors is 4.8 years and 12.5 years respectively.
Key information
Harvey Schwartz
Chief executive officer
US$187.0m
Total compensation
| CEO salary percentage | 0.4% |
| CEO tenure | 1.8yrs |
| CEO ownership | 2.0% |
| Management average tenure | 4.8yrs |
| Board average tenure | 12.5yrs |
Recent management updates
Recent updates
CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$608m |
Compensation vs Market: Harvey's total compensation ($USD186.99M) is above average for companies of similar size in the MX market ($USD5.74M).
Compensation vs Earnings: Insufficient data to compare Harvey's compensation with company performance.
CEO
Harvey Schwartz (59 yo)
1.8yrs
Tenure
US$186,994,098
Compensation
Mr. Harvey Mitchell Schwartz is Chief Executive Officer and Director of The Carlyle Group Inc. from February 15, 2023. He joined the The Carlyle Group Inc. on February 15, 2023. He is Managing Director of...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder & Co-Chairman of the Board | 13.3yrs | US$500.00k | 8.95% MX$ 32.9b | |
| CEO & Director | 1.8yrs | US$186.99m | 1.98% MX$ 7.3b | |
| CFO & Head of Corporate Strategy | 1.1yrs | US$2.83m | 0.011% MX$ 38.7m | |
| MD & General Counsel | 25.8yrs | US$8.73m | 0.29% MX$ 1.1b | |
| Senior Advisor | less than a year | US$10.10m | 0.28% MX$ 1.0b | |
| Operating Executive & Director | 19yrs | no data | 0.084% MX$ 310.5m | |
| Co-Founder & Non-Executive Co-Chairman | 13.3yrs | US$281.88k | 8.18% MX$ 30.1b | |
| Co-Founder & Chairman Emeritus | 37.8yrs | US$281.88k | 9.09% MX$ 33.4b | |
| Chief Executive Officer of Solutions | no data | no data | no data | |
| COO, MD & Partner | less than a year | no data | no data | |
| Partner | 5.3yrs | no data | no data | |
| Chief Accounting Officer | 4.2yrs | no data | 0.0090% MX$ 33.1m |
4.8yrs
Average Tenure
59yo
Average Age
Experienced Management: CG *'s management team is considered experienced (4.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Co-Founder & Co-Chairman of the Board | 13.3yrs | US$500.00k | 8.95% MX$ 32.9b | |
| CEO & Director | 1.8yrs | US$186.99m | 1.98% MX$ 7.3b | |
| Operating Executive & Director | 12.5yrs | no data | 0.084% MX$ 310.5m | |
| Co-Founder & Non-Executive Co-Chairman | 13.3yrs | US$281.88k | 8.18% MX$ 30.1b | |
| Co-Founder & Chairman Emeritus | 13.3yrs | US$281.88k | 9.09% MX$ 33.4b | |
| MD, Senior Partner & Chairman of the United States Buyout Group | 8.3yrs | no data | no data | |
| MD, Co-Head of the Asia Buyout & Chairman of Carlyle Asia | 7.8yrs | no data | no data | |
| MD, Partner & Chairman of Energy | no data | no data | no data | |
| Independent Director | 12.5yrs | US$344.53k | 0.018% MX$ 65.2m | |
| Independent Director | 9.1yrs | US$334.53k | 0.017% MX$ 61.0m | |
| Lead Independent Director | 12.5yrs | US$399.53k | 0.018% MX$ 65.2m | |
| Member of Advisory Board | no data | no data | no data |
12.5yrs
Average Tenure
72yo
Average Age
Experienced Board: CG *'s board of directors are seasoned and experienced ( 12.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/11/17 09:17 |
| End of Day Share Price | 2024/08/21 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
The Carlyle Group Inc. is covered by 27 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |
| David Chiaverini | BMO Capital Markets Equity Research |