The Carlyle Group Inc.

NasdaqGS:CG Stock Report

Market Cap: US$21.2b

Carlyle Group Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Harvey Schwartz

Chief executive officer

US$29.6m

Total compensation

CEO salary percentage3.38%
CEO tenure3yrs
CEO ownership1.6%
Management average tenure3yrs
Board average tenure13.8yrs

Recent 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
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%

CEO Compensation Analysis

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

US$662m

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 ($USD29.59M) is above average for companies of similar size in the US market ($USD13.39M).

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


CEO

Harvey Schwartz (60 yo)

3yrs
Tenure
US$29,590,176
Compensation

Mr. Harvey Mitchell Schwartz serves as Chief Executive Officer & Director of The Carlyle Group Inc. from February 15, 2023. He joined The Carlyle Group Inc. on February 15, 2023. He is MD & CEO of The Carl...


Leadership Team

NamePositionTenureCompensationOwnership
Harvey Schwartz
CEO & Director3yrsUS$29.59m1.65%
$ 348.5m
John Redett
Co-President & Head of Global Private Equity11.1yrsUS$33.45m0.058%
$ 12.2m
Lindsay Lobue
Chief Operating Officer1.6yrsUS$6.21m0.0052%
$ 1.1m
Jeffrey Ferguson
MD & Partner27.1yrsUS$6.10m0.16%
$ 33.4m
James Hance
Operating Executive & Directorno datano data0.085%
$ 18.0m
David Rubenstein
Co-Founder & Co-Chairman of the Board14.6yrsUS$281.88k7.77%
$ 1.6b
William Conway
Co-Founder & Co-Chairman of the Board14.6yrsUS$500.00k7.49%
$ 1.6b
Mark Jenkins
Co-President & Head of Global Credit & Insurance.less than a yearno data0.085%
$ 17.9m
Jeffrey Nedelman
Co-Presidentless than a yearno data0.049%
$ 10.4m
Daniel D'Aniello
Co-Founder & Chairman Emeritus39.1yrsUS$281.88k9.02%
$ 1.9b
Justin Plouffe
Chief Financial Officerless than a yearno data0.041%
$ 8.6m
George Main
Chief Executive Officer of Solutionsno datano datano data
3.0yrs
Average Tenure
59.5yo
Average Age

Experienced Management: CG's management team is considered experienced (3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Harvey Schwartz
CEO & Director3yrsUS$29.59m1.65%
$ 348.5m
James Hance
Operating Executive & Director13.8yrsno data0.085%
$ 18.0m
David Rubenstein
Co-Founder & Co-Chairman of the Board14.6yrsUS$281.88k7.77%
$ 1.6b
William Conway
Co-Founder & Co-Chairman of the Board14.6yrsUS$500.00k7.49%
$ 1.6b
Daniel D'Aniello
Co-Founder & Chairman Emeritus14.6yrsUS$281.88k9.02%
$ 1.9b
Allan Holt
MD, Partner & Vice Chairman of Americas Private Equity9.6yrsno datano data
Xiang-Dong Yang
MD & Chairman of Carlyle Asia9.1yrsno datano data
Kazuhiro Yamada
Chairman of Carlyle Japan & Co-Head of Carlyle Japan Advisory Teamno datano datano data
Marcel van Poecke
MD & Chairman of Energyno datano datano data
William Shaw
Independent Director13.8yrsUS$378.86k0.019%
$ 4.0m
Lawton Fitt
Independent Director13.8yrsUS$428.86k0.019%
$ 4.0m
James Stavridis
Vice Chairmanless than a yearno datano data
13.8yrs
Average Tenure
72.5yo
Average Age

Experienced Board: CG's board of directors are seasoned and experienced ( 13.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/02/02 20:12
End of Day Share Price 2026/01/30 00:00
Earnings2025/09/30
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 26 analysts. 9 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
Brennan HawkenBMO Capital Markets Equity Research