The Carlyle Group Inc.

NasdaqGS:CG Stock Report

Market Cap: US$23.3b

Carlyle Group Management

Management criteria checks 3/4

Carlyle Group's CEO is Harvey Schwartz, appointed in Feb 2023, has a tenure of 2.5 years. total yearly compensation is $29.59M, comprised of 3.4% salary and 96.6% bonuses, including company stock and options. directly owns 1.71% of the company’s shares, worth $398.69M. The average tenure of the management team and the board of directors is 3.7 years and 13.3 years respectively.

Key information

Harvey Schwartz

Chief executive officer

US$29.6m

Total compensation

CEO salary percentage3.38%
CEO tenure2.5yrs
CEO ownership1.7%
Management average tenure3.7yrs
Board average tenure13.3yrs

Recent management updates

Recent updates

Carlyle Group: Strong Fundamentals Reflected In Valuation (Rating Downgrade)

Aug 08

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

Jul 15
Revenues Not Telling The Story For The Carlyle Group Inc. (NASDAQ:CG) After Shares Rise 28%

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

May 13
Subdued Growth No Barrier To The Carlyle Group Inc. (NASDAQ:CG) With Shares Advancing 26%

Some Confidence Is Lacking In The Carlyle Group Inc.'s (NASDAQ:CG) P/S

Jan 29
Some Confidence Is Lacking In The Carlyle Group Inc.'s (NASDAQ:CG) P/S

Carlyle Group: Alternative Assets With Stellar Management

Jan 02

Carlyle Group (NASDAQ:CG) Is Due To Pay A Dividend Of $0.35

Nov 13
Carlyle Group (NASDAQ:CG) Is Due To Pay A Dividend Of $0.35

Carlyle Group: Taking Profit On Another Sharp Rally (Rating Downgrade)

Oct 24

Market Participants Recognise The Carlyle Group Inc.'s (NASDAQ:CG) Revenues

Oct 03
Market Participants Recognise The Carlyle Group Inc.'s (NASDAQ:CG) Revenues

Carlyle Group: Great Value Pick Amid Improving PE Landscape (Rating Upgrade)

Sep 11

CEO Compensation Analysis

How has Harvey Schwartz's remuneration changed compared to Carlyle Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$1b

Dec 31 2024US$30mUS$1m

US$1b

Sep 30 2024n/an/a

US$118m

Jun 30 2024n/an/a

-US$397m

Mar 31 2024n/an/a

-US$643m

Dec 31 2023US$187mUS$838k

-US$608m

Compensation vs Market: Harvey's total compensation ($USD29.59M) is above average for companies of similar size in the US market ($USD13.55M).

Compensation vs Earnings: Harvey's compensation has been consistent with company performance over the past year.


CEO

Harvey Schwartz (60 yo)

2.5yrs
Tenure
US$29,590,176
Compensation

Mr. Harvey Mitchell Schwartz is CEO & Director of The Carlyle Group Inc. from February 15, 2023. He joined the The Carlyle Group Inc. on February 15, 2023. He is MD & CEO of The Carlyle Group of CSL III Ad...


Leadership Team

NamePositionTenureCompensationOwnership
Harvey Schwartz
CEO & Director2.5yrsUS$29.59m1.71%
$ 398.7m
John Redett
CFO & Head of Corporate Strategy1.8yrsUS$33.45m0.057%
$ 13.4m
Lindsay Lobue
COO, MD & Partner1.1yrsUS$6.21m0.0052%
$ 1.2m
Christopher Finn
Senior Advisor1.1yrsUS$32.79m0.068%
$ 15.8m
Jeffrey Ferguson
MD & Partnerless than a yearUS$6.10m0.16%
$ 36.7m
James Hance
Operating Executive & Director19.8yrsno data0.085%
$ 19.8m
David Rubenstein
Co-Founder & Non-Executive Co-Chairman14.1yrsUS$281.88k8.09%
$ 1.9b
William Conway
Co-Founder & Co-Chairman of the Board14.1yrsUS$500.00k8.02%
$ 1.9b
Daniel D'Aniello
Co-Founder & Chairman Emeritus38.6yrsUS$281.88k8.99%
$ 2.1b
George Main
Chief Executive Officer of Solutionsno datano datano data
Pooja Goyal
Partner6.1yrsno datano data
Charles Andrews
Chief Accounting Officer4.9yrsno data0.016%
$ 3.6m
3.7yrs
Average Tenure
60yo
Average Age

Experienced Management: CG's management team is considered experienced (3.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Harvey Schwartz
CEO & Director2.5yrsUS$29.59m1.71%
$ 398.7m
James Hance
Operating Executive & Director13.3yrsno data0.085%
$ 19.8m
David Rubenstein
Co-Founder & Non-Executive Co-Chairman14.1yrsUS$281.88k8.09%
$ 1.9b
William Conway
Co-Founder & Co-Chairman of the Board14.1yrsUS$500.00k8.02%
$ 1.9b
Daniel D'Aniello
Co-Founder & Chairman Emeritus14.1yrsUS$281.88k8.99%
$ 2.1b
Allan Holt
MD, Senior Partner & Chairman of the United States Buyout Group9.1yrsno datano data
Xiang-Dong Yang
MD, Co-Head of the Asia Buyout & Chairman of Carlyle Asia8.6yrsno datano data
Marcel Quirinus van Poecke
MD, Partner & Chairman of Energyno datano datano data
William Shaw
Independent Director13.3yrsUS$378.86k0.019%
$ 4.4m
Mark Ordan
Lead Independent Director3.3yrsUS$338.86k0.0046%
$ 1.1m
Anthony Welters
Independent Director9.8yrsUS$363.86k0.014%
$ 3.3m
Lawton Fitt
Independent Director13.3yrsUS$428.86k0.019%
$ 4.4m
13.3yrs
Average Tenure
72.5yo
Average Age

Experienced Board: CG's board of directors are seasoned and experienced ( 13.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/29 17:57
End of Day Share Price 2025/08/29 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

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 Github.

Analyst Sources

The Carlyle Group Inc. is covered by 29 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Roger FreemanBarclays
Benjamin BudishBarclays
David ChiaveriniBMO Capital Markets Equity Research