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Carlyle

Regulated
United States
,
Since 1987
Last Updated:
72/100
Overall Score

Trading Conditions

Min Deposit:
N/A
Max Leverage:
N/A
Account Types
Standard Account

User Reviews

Total Reviews
This Month
Avg Rating

Funding Methods

3 methods

Bank Transfer

bank transfer
days
Fee:
Free
Fee:
Free

Credit/Debit Card

credit card
Instant
Fee:
3.0%
Fee:
Free

E-wallets

e wallet
Instant
Fee:
Free
Fee:
Free

Performance Metrics

Excellent Performance
Performance chart: 1: Regulation 69%, 2: License 74%, 3: Software 0%, 4: Spread 0%, 5: Account Type 0%, 6: Symbol 0%
Regulation
69%Good
License
74%Good
Software
0%Poor
Spread
0%Poor
Account Type
0%Poor
Symbol
0%Poor

Company Information

Full Name:Carlyle
Founded:1987
Headquarters:United States
Enterprise Offices:1offices

Customer Support

Phone:
+1 212 813 4504
Live Chat:
business_hours
Response Time:
Languages:
English
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Editorial review
Updated

Broker Summary

What Wikilix has recorded about Carlyle: its history, the licences it holds, its trading conditions and its fees.

Introduction and Overview

The name CARLYLE is known throughout the financial community, and most notably is associated with The Carlyle Group, which is a worldwide investment company. For the purposes of retail trade binary options brokers, though, the situation is not so simple.

It is necessary to highlight that the CARLYLE, as introduced on this website, is not a retail trade broker but is, in fact, a preeminent alternative asset manager with a prime focus on private equity, credit, real assets, and investment solutions that serve high net-worth clients.

History

The Carlyle Group, also known as CARLYLE, was established back in 1987 by David Rubenstein, William E. Conway Jr., and Daniel A. D’Aniello. Since its establishment, The Carlyle Group has managed to develop into one of the most diversified giant private investment firms globally. The Carlyle Group has offices all over the world spread across a number of different continents. Its headquarters is in Washington D.C.

The history of the company is characterized by a strategic commitment to alternative asset management, which includes private equity, credit, and real assets. Over the past decades, CARLYLE has earned a reputation for adding value to institutional clients through active management as well as deep industry knowledge.

Key Features & Offers

Unlike other retail trade brokers, the CARLYLE is not providing trade accounts, spreads, leverage, and retail trade platforms. In contrast, the major services delivered by the CARLYLE are investment strategies specifically designed for institutional, pension, sovereign wealth funds, as well as high net-worth individuals.

The core business segments are:

Private Equity: Investing in firms that operate in different sectors with a goal of encouraging growth and improvement.

Global Credit: It provides credit solutions such as leveraged loans, high yield bonds, and structured credit.

Real Assets: This includes real estate, infrastructure, as well as energy.

Investment Solutions: Investment solutions tailored to suit particular investor requirements.

Such funds are backed by a worldwide team of investment experts with a strong research platform that focuses on long-term value creation as opposed to short-term trading advantages.

Regulatory Compliance & Licensing

Being an asset management company, the regulatory environment for CARLYLE is different from that of the retail brokers. The firm is bound by regulations that govern institutional investment firms as well as publicly listed companies. But there are no publicly available details on the retail broker licenses/registration on the official website.

The following is a summary of the regulatory environment as per publicly available disclosures made by the corporate entity:

Regulator

License Number

Status

U.S. Securities and Exchange Commission (SEC)

Registered Investment Adviser (RIA)

Active

Other Global Financial Regulators

Diversity (Institutional Compliance

Active

Retail Broker Licenses

Not Applicable

Not Available

The regulatory environment is a reflection of CARLYLE's inclination towards the management of institutional assets as opposed to providing retail brokerage services.

TRADING CONDITIONS AND PLATFORM TECHNOLOGY

Unlike the case with retail brokers, the services offered by CARLYLE do not include platforms for trading, spreads, leverage, or minimum deposits. The respective business of CARLYLE is essentially private equity and credit investments, which are long-term capital commitments.

Thus, there are no available informations on trading platforms, accounts, and conditions for retail traders. The following table shows that there are no retail trading options:

Feature

Available at CARLYLE

Retail Trading Platforms (for instance, MetaTrader platforms

Not Available

Spreads & Leverage

Not Applicable

Minimum Deposit Requirements for Customer Accounts

Not Applicable

Types of Retail Accounts

Not Available

Fee Structure

In

Being a private alternative asset management firm, CARLYLE's business structure is similar to that of other private equity firms, which means they charge management fees and carried interests, but not necessarily commissions on trade activity.

The official website has not been transparent with respect to fee arrangements, which are normally negotiated on a private basis with clients.

Following is a broad illustration of the types of fees commonly practiced in this industry, although the actual amount charged by CARLYLE is not known:

Fee Type

Description

Availability at CARLYLE

Management Fee

Annual fee based on Assets Under Management

YES (Institution

Performance Fee (Carried Interest)

Percentage of profits above a benchmark

YES (Institution

Deposit/Withdrawal

Generally Not Applicable to Private Equity

Not Applicable

Commission on Trades

Not Applicable for Retail Trading

Not Applicable

User Experience & Market Reputation

In the context that CARLYLE is not a retail broker, client reviews are not available on the official website, as it is not a factor to consider. The company’s reputation relies on their links with institutions, investment, and corporate governance.

Industry accolades and media reports tend to emphasize The Carlyle Group’s strategic investment endeavors and preeminence in alternative asset management. The group has a robust presence in the international financial markets, thanks to a seasoned management team as well as a transparent approach with clients.

Recent Developments

The latest updates on corporate announcements, investment milestones, and changes in leadership are available on the official website. Generally, the most recent updates include developments such as the establishment of new funds, strategic acquisitions, and sustainability practices on the respective portfolio companies.

These changes demonstrate the ongoing efforts of CARLYLE to respond to changing market conditions, with a particular focus on growth and responsible investing.

Conclusion

In conclusion, as per the representation on https://www.carlyle.com/, CARLYLE is not a retail trading broker but a worldwide alternative asset management institution. This means that CARLYLE focuses on private equity, credit, real assets, and investment solutions for institutions. Owing to the nature of the business, there is limited publicly available information on trade platforms, spreads, leverage, and types of accounts available for retail customers. For individuals searching for a retail broker with the exact name CARLYLE, there is no publicly available information on the respective website, apart from research that has to be conducted externally. For institutional funds as well as alternative asset management, CARLYLE is a recognized and respected major player with a rich history that covers a worldwide presence.

Regulation check

Regulatory Licenses

Carlyle is listed with a tier-1 or tier-2 licence that we have not yet checked against the regulator's register. An unchecked row is not a finding either way.

0 of 3 checked
3Licences on record
0Confirmed on register
2Tier 1 or 2
1Offshore

How far our check got

  • 3 not yet checked
  • MASTier 1SingaporeInvestment Advisory License

    What the register says

    Type
    Investment Advisory License

    Client protection under this licence

    • No compensation schemeNo mandatory insurance (but strict fund segregation)
    • Complaints routeFIDReC
    • Maximum leverage1:20

    These are the rules MAS sets for the firms it licenses. They are not a statement about how Carlyle applies them, or about which of its companies would hold your account.

    About Monetary Authority of Singapore

    Onshore regulatorGovernment bodyCompensation: No mandatory insurance (but strict fund segregation)Public registerTransparency: high
    Typical cost of this licence
    SGD 500000+
  • SFCTier 1Hong KongDealing in securities

    What the register says

    Type
    Dealing in securities

    Client protection under this licence

    • No compensation schemeNo mandatory insurance (but strict fund segregation)
    • Client money kept separate
    • Negative balance protection
    • Complaints routeSFC Complaints / FDRC
    • Maximum leverage1:13

    These are the rules SFC sets for the firms it licenses. They are not a statement about how Carlyle applies them, or about which of its companies would hold your account.

    About Securities and Futures Commission

    Onshore regulatorGovernment bodyCompensation: No mandatory insurance (but strict fund segregation)Public registerTransparency: high
    Typical cost of this licence
    HKD 500000+
  • FSCTier 3OffshoreLebanonInvestment Advisory License

    What the register says

    Type
    Investment Advisory License

    Client protection under this licence

    • No compensation scheme
    • Complaints routeFSC Complaints
    • Maximum leverage1:1000

    These are the rules FSC sets for the firms it licenses. They are not a statement about how Carlyle applies them, or about which of its companies would hold your account.

    About Financial Services Commission

    Offshore regulatorGovernment bodyNo compensation schemePublic registerTransparency: medium
    Typical cost of this licence
    USD 20000-30000
Where we have checked a licence, it was checked against the issuing regulator's own register. Register wording is quoted as found.See all tier-1 regulated brokers
Deposits & withdrawals

Funding Methods

3 ways to fund an account. 2 credit instantly. The costliest way in is Credit/Debit Card at 3%.

3 methods
MethodDeposit feeWithdrawal feeMin depositWithdrawal min / maxProcessing
Bank TransferBank TransferTypical withdrawal minimum around $50-100; processing times 1-5 days; no Carlyle-specific data available.Not recordedNot recordedNot recordedUSD 50Not recordedday
Credit/Debit CardCredit CardNo Carlyle-specific deposit or withdrawal limits or fees found.3%Not recordedNot recordedNot recordedNot recordedInstant
E-walletsE-WalletNo Carlyle-specific funding details available.Not recordedNot recordedNot recordedNot recordedNot recordedInstant
Fees, limits and processing times as published by Carlyle, recorded by Wikilix.
Websites

Global Domains

3 domains on record. All active and served over HTTPS.

3 domains
  • www.carlylesecuredlending.comActiveHTTPS
  • www.carlylecreditincomefund.comActiveHTTPS
  • cgw.carlyle.comActiveHTTPS
Domains recorded by Wikilix. Only a domain listed here is known to belong to this broker.
Social channels

Social Presence

4 official channels on record.

4 channels
Channels as published by the broker, recorded by Wikilix.
Legal entities

Corporate Network

One legal entity behind the Carlyle brand.

1 entity
  • THE CARLYLE GROUP, INC.ActiveUnited StatesRegistration 0738895
Entities named in the broker's own documents and company registers, recorded by Wikilix.

Comments

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