Sponsor Check › Person
Related person on Form D filings · address states as listed: DC, NY, N4 · listed Dec 14, 2018 → Sep 14, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
Privacy: business-related public information only. Residential addresses are never shown; only the state from the filing.
The five facts investors ask about first. Each section states what was searched and when. Items still in human review are not shown.
Not yet searched.
Sources to be searched: CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — not yet searched; State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states: not yet searched.
Not yet searched.
Search queued. Results are added automatically; check back later or follow this page to be notified.
Not yet searched.
Sources to be searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not yet searched. PACER: not searched (RECAP only). · Search queued. Results are added automatically; check back later or follow this page to be notified.
State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
27 of 127 offerings report sales commissions totalling $58,473,410; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Sep 14, 2026 D File 021-597325 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 14, 2026 D File 021-597329 | $1,000,000 (est.) | $0 | $0 | Jefferies LLC BrokerCheck CRD 2347 ↗ via Jefferies LLC (CRD 2347 ↗) |
| EDGAR ↗ | Sep 14, 2026 D File 021-597324 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 11, 2026 D File 021-597166 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Sep 11, 2026 D File 021-597168 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Jul 31, 2026 D File 021-592835 | $550,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) None no CRD number reported via Patria Finance Limited |
| EDGAR ↗ | Jul 31, 2026 D File 021-592837 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Jul 31, 2026 D File 021-592838 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Jul 31, 2026 D File 021-592840 | $990,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) None no CRD number reported via SangSangIn Investment & Securities Co. |
| EDGAR ↗ | Jul 31, 2026 D File 021-592841 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Jul 31, 2026 D File 021-592842 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Jul 23, 2026 D/A File 021-552252 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jul 23, 2026 D/A File 021-552248 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jun 25, 2026 D/A File 021-549751 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | May 15, 2026 D File 021-584272 | $2,211,075 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Moelis & Company LLC (CRD 000145115 ↗) None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | May 15, 2026 D File 021-584274 | $2,211,075 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Moelis & Company LLC (CRD 000145115 ↗) None no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Apr 29, 2026 D File 021-582318 | $0 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Apr 29, 2026 D File 021-582319 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 29, 2026 D File 021-582317 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 10, 2026 D/A File 021-579977 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Apr 10, 2026 D/A File 021-579976 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Apr 9, 2026 D File 021-579633 | $1,050,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) DB Securities Co. no CRD number reported KB Securities Co., Ltd. no CRD number reported |
| EDGAR ↗ | Mar 30, 2026 D File 021-578381 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Mar 30, 2026 D File 021-578385 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Mar 30, 2026 D File 021-578384 | $0 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Mar 26, 2026 D/A File 021-477457 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Mar 17, 2026 D File 021-576708 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Feb 19, 2026 D/A File 021-532830 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Feb 19, 2026 D/A File 021-532831 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Feb 13, 2026 D File 021-573548 | $16,000 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) Lauren Janian BrokerCheck CRD 7866057 ↗ via A5 Securities LLC (CRD 288410 ↗) |
| EDGAR ↗ | Jan 5, 2026 D/A File 021-499896 | $700,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) KB Securities Co., Ltd. no CRD number reported DB Securities Co. no CRD number reported |
| EDGAR ↗ | Jan 5, 2026 D/A File 021-500163 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jan 5, 2026 D/A File 021-500165 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Dec 19, 2025 D/A File 021-500399 | $4,000,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) Asante Capital Group Advisors, LLC BrokerCheck CRD 155178 ↗ via Asante Capital Group Advisors, LLC (CRD 155178 ↗) |
| EDGAR ↗ | Dec 18, 2025 D File 021-567412 | $0 | $0 | $0 (est.) | None no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Dec 10, 2025 D/A File 021-500157 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 5, 2025 D/A File 021-530288 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Dec 5, 2025 D/A File 021-530281 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Dec 5, 2025 D/A File 021-530280 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Nov 4, 2025 D/A File 021-451369 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 4, 2025 D/A File 021-461413 | $1,875,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) Value Feeder Funds Advanced Investments Ltd. no CRD number reported |
| EDGAR ↗ | Sep 25, 2025 D File 021-558803 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Sep 4, 2025 D/A File 021-523175 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Jun 25, 2025 D File 021-549752 | $6,000,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) Asante Capital Group Advisors, LLC BrokerCheck CRD 155178 ↗ via Asante Capital Group Advisors, LLC (CRD 155178 ↗) |
| EDGAR ↗ | Jun 25, 2025 D File 021-549753 | $4,000,000 (est.) | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) Asante Capital Group Advisors, LLC BrokerCheck CRD 155178 ↗ via Asante Capital Group Advisors, LLC (CRD 155178 ↗) |
| EDGAR ↗ | May 29, 2025 D File 021-547511 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | May 29, 2025 D File 021-547512 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Nov 22, 2024 D File 021-530279 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Oct 21, 2024 D File 021-527375 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Oct 21, 2024 D File 021-527376 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Sep 27, 2024 D File 021-525259 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Sep 27, 2024 D File 021-525257 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Sep 27, 2024 D File 021-525260 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Sep 16, 2024 D/A File 021-492093 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Sep 13, 2024 D/A File 021-492099 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Aug 22, 2024 D File 021-522203 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Jul 12, 2024 D/A File 021-450211 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Jun 27, 2024 D File 021-517202 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 000291767 ↗) |
| EDGAR ↗ | Apr 12, 2024 D/A File 021-466918 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Apr 12, 2024 D/A File 021-466919 | $3,700,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Phoenix Value Feeder Funds Advanced Investments Ltd. Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Access GP S.a r.l. Not Applicable no CRD number reported via Arngrimsson Advisors Limited |
| EDGAR ↗ | Apr 12, 2024 D/A File 021-466925 | $3,700,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Phoenix Value Feeder Funds Advanced Investments Ltd. Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Access GP S.a r.l. Not Applicable no CRD number reported via Arngrimsson Advisors Limited |
| EDGAR ↗ | Mar 13, 2024 D File 021-507420 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Dec 22, 2023 D/A File 021-500411 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 28, 2023 D File 021-498234 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 28, 2023 D File 021-498236 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 27, 2023 D File 021-498146 | $108,000 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) |
| EDGAR ↗ | Nov 21, 2023 D File 021-497819 | $0 | $0 | $0 | TCG Capital Markets L.L.C BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C (CRD 291767 ↗) |
| EDGAR ↗ | Nov 21, 2023 D File 021-497823 | $0 (est.) | $0 (est.) | $0 (est.) | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 21, 2023 D File 021-497829 | $0 (est.) | $0 (est.) | $0 (est.) | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 21, 2023 D File 021-497833 | $0 (est.) | $0 (est.) | $0 (est.) | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jul 28, 2023 D File 021-488224 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jul 7, 2023 D File 021-486249 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG CAPITAL MARKETS L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jul 7, 2023 D File 021-486251 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 26, 2023 D File 021-485114 | $1,787,500 | $0 (est.) | $0 (est.) | Not applicable no CRD number reported via Samsung Securities Co. Ltd. Not applicable no CRD number reported via Greensledge Capital Markets LLC (CRD 151026 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jun 26, 2023 D File 021-485113 | $0 | $0 | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jun 26, 2023 D File 021-485116 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 24, 2023 D File 021-479789 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 14, 2023 D/A File 021-282830 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Apr 11, 2023 D/A File 021-441355 | $250,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Phoenix Value Advanced Investment Ltd. |
| EDGAR ↗ | Apr 11, 2023 D/A File 021-441352 | $250,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Phoenix Value Advanced Investment Ltd. |
| EDGAR ↗ | Mar 30, 2023 D File 021-477455 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Feb 24, 2023 D/A File 021-435890 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 28, 2022 D File 021-465930 | $156,170 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) |
| EDGAR ↗ | Nov 28, 2022 D File 021-465934 | $156,170 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) |
| EDGAR ↗ | Nov 28, 2022 D File 021-465937 | $156,170 | $0 | $0 | Gary Cutson BrokerCheck CRD 6119195 ↗ via A5 Securities LLC (CRD 288410 ↗) |
| EDGAR ↗ | Nov 4, 2022 D File 021-463966 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 2, 2022 D/A File 021-250513 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 2, 2022 D/A File 021-250514 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Sep 16, 2022 D/A File 021-409715 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Sep 16, 2022 D/A File 021-409717 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Sep 15, 2022 D File 021-458973 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Sep 8, 2022 D/A File 021-412671 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Aug 12, 2022 D/A File 021-409829 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 27, 2022 D File 021-453946 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jul 19, 2022 D File 021-452887 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 18, 2022 D File 021-452730 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jul 18, 2022 D File 021-452727 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jun 24, 2022 D File 021-450209 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jun 6, 2022 D File 021-448172 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | May 13, 2022 D/A File 021-337839 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 28, 2022 D File 021-431254 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jan 28, 2022 D File 021-431257 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jan 24, 2022 D/A File 021-357268 | $0 (est.) | $0 (est.) | $0 | Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 4, 2021 D/A File 021-250511 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 29, 2021 D/A File 021-379258 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. |
| EDGAR ↗ | Oct 29, 2021 D/A File 021-381325 | $100,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. |
| EDGAR ↗ | Oct 29, 2021 D/A File 021-381323 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. |
| EDGAR ↗ | Oct 29, 2021 D/A File 021-379261 | $100,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. |
| EDGAR ↗ | Oct 29, 2021 D/A File 021-379260 | $100,000 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) Not Applicable no CRD number reported via Barclays Bank PLC Not Applicable no CRD number reported via Arngrimsson Advisors Limited Not Applicable no CRD number reported via IBK Securities Co., Ltd. Not Applicable no CRD number reported via Shinhan Alternative Investment Management Inc. Not Applicable no CRD number reported via GFH Financial Group B.S.C. |
| EDGAR ↗ | Oct 5, 2021 D/A File 021-414079 | $16,300,000 (est.) | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co, LLC (CRD 361 ↗) |
| EDGAR ↗ | Oct 5, 2021 D/A File 021-414093 | $7,000,000 (est.) | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) Goldman Sachs & Co. LLC BrokerCheck CRD 361 ↗ via Goldman Sachs & Co, LLC (CRD 361 ↗) |
| EDGAR ↗ | Sep 29, 2021 D File 021-415007 | $0 | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) |
| EDGAR ↗ | Jul 29, 2021 D/A File 021-289703 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jun 29, 2021 D File 021-404558 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) |
| EDGAR ↗ | Jun 29, 2021 D File 021-404560 | $0 | $0 | $0 | TCG Capital Markets L.L.C. BrokerCheck CRD 291767 ↗ via TCG Capital Markets L.L.C. (CRD 291767 ↗) TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) |
| EDGAR ↗ | Jan 6, 2021 D/A File 021-357265 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jan 6, 2021 D/A File 021-357266 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Dec 9, 2020 D/A File 021-354839 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Dec 9, 2020 D/A File 021-355910 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Nov 5, 2020 D/A File 021-250515 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jul 27, 2020 D/A File 021-331220 | $0 | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) |
| EDGAR ↗ | Jan 31, 2020 D File 021-359517 | $6,250 | $0 | $0 | Charles Harrison BrokerCheck CRD 3071551 ↗ via H & L Equities, LLC (CRD 113794 ↗) Lori Mayfield BrokerCheck CRD 4899271 ↗ via H & L Equities, LLC (CRD 113794 ↗) Patrick Whelchel BrokerCheck CRD 5389090 ↗ via H & L Equities, LLC (CRD 113794 ↗) Scott Harrison BrokerCheck CRD 4981070 ↗ via H & L Equities, LLC (CRD 113794 ↗) Charles Mathes BrokerCheck CRD 5980160 ↗ via H & L Equities, LLC (CRD 113794 ↗) |
| EDGAR ↗ | Sep 20, 2019 D File 021-349287 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) Not Applicable no CRD number reported via TCG Capital Markets L.L.C. (CRD 291767 ↗) |
| EDGAR ↗ | Jan 14, 2019 D File 021-330477 | $0 | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) |
| EDGAR ↗ | Jan 14, 2019 D File 021-330481 | $0 | $0 | $0 | TCG Securities, L.L.C. BrokerCheck CRD 154788 ↗ via TCG Securities, L.L.C. (CRD 154788 ↗) |
| EDGAR ↗ | Dec 19, 2018 D File 021-328427 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) |
| EDGAR ↗ | Dec 14, 2018 D File 021-328010 | $0 (est.) | $0 (est.) | $0 (est.) | Not Applicable no CRD number reported via TCG Securities, L.L.C. (CRD 154788 ↗) |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | Carlyle Phoenix SPV, L.P. group: Carlyle | Executive Officer Authorized person of the GP of the GP | Sep 14, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Phoenix SPV Coinvestment-R, L.P. group: Carlyle | Executive Officer Authorized person of the GP of the GP | Sep 14, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Phoenix SPV Coinvestment, L.P. group: Carlyle | Executive Officer Authorized person of the GP of the GP | Sep 14, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF IV Convergence Co-Invest (Parallel), L.P. group: Carlyle | Executive Officer Vice President of the General Partner of the General Partner of the Issuer | Sep 11, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF IV Convergence Co-Invest, L.P. group: Carlyle | Executive Officer Vice President of the General Partner of the General Partner of the Issuer | Sep 11, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF IV UL Parallel USD Feeder, SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Jul 31, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund IV (UL Parallel), SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Jul 31, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund IV (Parallel), SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Jul 31, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund IV Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | Jul 31, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF IV Lux Feeder, SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Jul 31, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund IV, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | Jul 31, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle EDLF Note Issuer, L.P. group: Carlyle | Director Director of the General Partner of the Issuer | Jul 23, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $344,437,260 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle European Direct Lending Fund group: Carlyle | Executive Officer Manager of the Board of the General Partner of the Issuer | Jul 23, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $467,732,400 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | ACCD 3 Coinvestment, L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Jun 25, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $17,800,000 | 59 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Shutter (Parallel), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | May 15, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Shutter, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | May 15, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Partners Potomac SPV Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Apr 29, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III Juno Co-Invest, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner of the Issuer | Apr 29, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Partners Potomac Coinvestment, L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Apr 29, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset-Backed Income Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Apr 10, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,490,888,889 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset-Backed Income Fund (Parallel), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Apr 10, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,490,888,889 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset-Backed Income Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Apr 10, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $1,490,888,888 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset-Backed Income Fund (Parallel), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Apr 10, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $1,490,888,888 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund II (Parallel) Note Issuer, S.C.Sp. group: Carlyle | Executive Officer Manager of the General Partner | Apr 9, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CABI Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Mar 30, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CABI (Levered) Cayman Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Mar 30, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset-Backed Income Strategic Partnership, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Mar 30, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III Co-Investment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Mar 26, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $92,760,500 | 131 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Runway Coinvestment, L.P. group: Carlyle | Executive Officer Authorized person of the GP of the GP | Mar 17, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Flexible Credit Opportunities Feeder Fund (Parallel), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Feb 19, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $258,125,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Flexible Credit Opportunities Feeder Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Feb 19, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $258,125,000 | 40 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CNLI ICHMN REIT LLC group: Cnli | Executive Officer | Feb 13, 2026 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CICF II Lux Feeder (Parallel) S.C.Sp. group: Carlyle | Executive Officer Manager of the General Partner | Jan 5, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $371,417,144 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund II Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | Jan 5, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $968,000,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Jan 5, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,006,273,135 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Abingworth Bioventures 9 LP group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Dec 19, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $320,300,000 | 29 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CABF Glamor 2025-1 Topco L.L.C. group: Carlyle | Executive Officer Authorized Person of the Manager | Dec 18, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CICF II Coinvestment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Dec 10, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,280,000 | 22 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CAF (Offshore) Upper Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner. | Dec 5, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $165,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset Finance Fund (Offshore), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner. | Dec 5, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $226,230,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset Finance Fund (Onshore), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Dec 5, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $226,230,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Direct Lending Fund (Levered), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Nov 4, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $232,187,202 | 90 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CDL Offshore Fund (Levered) Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Nov 4, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $726,688,450 | 50 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CSS MH 2025-1 Topco Aggregator L.L.C. group: Carlyle | Executive Officer Authorized Person of the Manager | Sep 25, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $175,000,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CAF (Onshore) Upper Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Sep 4, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $61,230,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle EDLF Note Issuer, L.P. group: Carlyle | Director Director of the General Partner of the Issuer | Jul 18, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $349,370,916 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Abingworth Clinical Co-Development Fund 3 LP group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Jun 25, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Abingworth Clinical Co-Development 3 Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Jun 25, 2025 | D | Indefinite similar: $500,000–$16,420,250 | $0 | 0 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | ACCD 3 Coinvestment, L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Jun 24, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Tiger Co-Invest Aggregator B, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner of the Issuer | May 29, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Tiger Co-Invest Aggregator A, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner of the Issuer | May 29, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III Co-Investment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Mar 28, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $92,760,500 | 143 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CICF II Lux Feeder (Parallel) S.C.Sp. group: Carlyle | Executive Officer Manager of the General Partner | Dec 27, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $217,837,621 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund II Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | Dec 27, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $418,000,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Dec 27, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $439,067,596 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Flexible Credit Opportunities Feeder Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Dec 20, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Flexible Credit Opportunities Feeder Fund (Parallel), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Dec 20, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CICF II Coinvestment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Dec 11, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,280,000 | 23 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CAF (Offshore) Upper Fund, L.P. group: Carlyle | Executive Officer Manager of the General Partner. | Nov 22, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset Finance Fund (Offshore), L.P. group: Carlyle | Executive Officer Manager of the General Partner. | Nov 22, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset Finance Fund (Onshore), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Nov 22, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset Finance Fund (Onshore), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Nov 22, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CDL Offshore Fund (Levered) Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Nov 4, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $670,089,443 | 46 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Direct Lending Fund (Levered), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Nov 4, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $185,805,000 | 77 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle EDL Dance Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Oct 21, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle EDL Dance Aggregator, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Oct 21, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III UL Parallel Euro Feeder, SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Sep 27, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III UL Parallel USD Feeder, SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Sep 27, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III (UL Parallel), SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Sep 27, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III Private Securitization Vehicle Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Sep 16, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $94,950,000 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III Private Securitization Vehicle Borrower, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Sep 13, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $633,000,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CAF (Onshore) Upper Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Sep 4, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Santiago Aggregator, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Aug 22, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Sierra II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jul 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $401,384,129 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III (Parallel) Note Issuer, SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Jun 27, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III Lux Feeder, SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Apr 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,147,878,500 | 51 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III (Parallel), SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Apr 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,682,878,500 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Apr 12, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $500,000,000 | 15 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III Co-Investment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Mar 29, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $73,353,000 | 153 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III Nexus Co-invest Aggregator, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner of the Issuer | Mar 13, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CSS SWIFT Topco L.L.C. group: Carlyle | Executive Officer Vice President of the Managing Member of the Issuer | Dec 22, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $6,271,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CSS SWIFT Topco L.L.C. group: Carlyle | Executive Officer Vice President of the Managing Member of the Issuer | Dec 21, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund II Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | Dec 19, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Dec 19, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CICF II Coinvestment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Dec 19, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CICF II Lux Feeder (Parallel) S.C.Sp. group: Carlyle | Executive Officer Manager of the General Partner | Dec 15, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Fleet Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner of the Issuer | Nov 28, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Fleet Aggregator, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner of the Issuer | Nov 28, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CNLI EMEX REIT LLC group: Cnli | Executive Officer | Nov 27, 2023 | D | $1,125,000 similar: $125,000–$125,000 | $1,071,000 | 119 similar: 124–125 | $9,000 similar: $1,000–$1,000 |
| EDGAR ↗ | Carlyle CLO Partners Offshore, L.P. group: Carlyle | Executive Officer Managing Director of the General Partner. | Nov 21, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle CLO Partners Onshore, L.P. group: Carlyle | Executive Officer Managing Director of the General Partner. | Nov 21, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle CLOP Co-Investment, L.P. group: Carlyle | Executive Officer Managing Director of the General Partner. | Nov 21, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle CLO Partners, L.P. group: Carlyle | Executive Officer Managing Director of the General Partner. | Nov 21, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Direct Lending Fund (Levered), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Nov 3, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $100,575,000 | 52 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CDL Offshore Fund (Levered) Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Nov 3, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $518,379,300 | 35 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III Private Securitization Vehicle Borrower, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Sep 14, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III Private Securitization Vehicle Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Sep 14, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities CRHQ, SCSp group: Carlyle | Executive Officer Manager of the General Partner of the Issuer | Jul 28, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset Finance Co-Investment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Jul 7, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asset Finance, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Jul 7, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CDPI Co-Investment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Jun 26, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Diversified Private Investments Equity Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Jun 26, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Diversified Private Investments, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Jun 26, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Alera Aggregator, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner of the Issuer | Apr 24, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CSP IV Coinvestment, L.P. group: Carlyle | Executive Officer Director of the General Partner of the GP | Apr 14, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $125,000,000 | 134 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CREV II Cayman, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Apr 11, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $240,000,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Revolving Loan Fund II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Apr 11, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $485,000,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III Co-Investment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Mar 30, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | TCG Credit KFA Co-Invest, LLC group: Carlyle | Executive Officer Vice President of the Manager of the Issuer | Mar 30, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Direct Alternative Opportunities Fund II, L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Feb 24, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $300,320,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF III Lux Feeder, SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Dec 8, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III (Parallel), SCSp group: Carlyle | Executive Officer Manager of the Luxembourg General Partner | Dec 8, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund III, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner. | Dec 8, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Irving SLP REIT, L.L.C. group: Cnli | Executive Officer | Nov 28, 2022 | D | $1,750,000 similar: $125,000–$125,000 | $1,750,000 | 125 similar: 124–125 | $14,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CNLI OTEAZ REIT LLC group: Cnli | Executive Officer | Nov 28, 2022 | D | $1,750,000 similar: $125,000–$125,000 | $1,750,000 | 125 similar: 124–125 | $14,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CNLI OTEAZ REIT LLC group: Cnli | Executive Officer | Nov 28, 2022 | D | $1,750,000 similar: $125,000–$125,000 | $1,750,000 | 125 similar: 124–125 | $14,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CCOF Madison Co-Investment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Nov 4, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEOF II Coinvestment B, L.P. group: Carlyle | Director | Nov 2, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,575,500 | 41 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEOF II Coinvestment, L.P. group: Carlyle | Director | Nov 2, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $116,424,500 | 143 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CDL Offshore Fund (Levered) Feeder, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Oct 11, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Sep 16, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $627,000,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | Sep 16, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $634,469,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities TX Co-Invest, L.L.C. group: Carlyle | Executive Officer Vice President of the Manager of the Issuer | Sep 15, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF II CO-INVESTMENT, L.P. group: Carlyle | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Sep 8, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $60,478,000 | 91 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CICF Coinvestment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner of the Issuer | Aug 12, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $7,469,000 | 25 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Picard Co-Investment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jul 27, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CREV II Coinvestment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Jul 19, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund II G Co-Invest, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jul 18, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund II G Co-Invest Main, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jul 18, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Direct Lending Fund (Levered), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jul 7, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Sierra II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jun 24, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Cinema Co-Investment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jun 24, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Direct Lending Drawdown CLO 2022-1 Partnership, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jun 6, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CETP IV Coinvestment, S.C.Sp. group: Carlyle | Executive Officer Officer of GP of GP | May 13, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $100,439,688 | 230 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CSP IV Coinvestment, L.P. group: Carlyle | Executive Officer Director of the General Partner of the GP | Apr 15, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $125,000,000 | 139 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CREV II Cayman, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Apr 11, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Revolving Loan Fund II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Apr 11, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Direct Alternative Opportunities Fund II, L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Mar 4, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Net Lease Income (Parallel), L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jan 28, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Net Lease Income, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Jan 28, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CREV Coinvestment, L.P. group: Carlyle | Executive Officer Principal of the General Partner of the General Partner of the Issuer | Jan 24, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $12,500,000 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEOF II Coinvestment B, L.P. group: Carlyle | Director | Nov 5, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,575,500 | 44 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEOF II Coinvestment, L.P. group: Carlyle | Director | Nov 5, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $116,424,500 | 152 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEMOF II Coinvestment, L.P. group: Carlyle | Director | Nov 4, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $115,000,000 | 109 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund (Parallel) II Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Oct 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $208,500,000 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund (Parallel) II, SCSp group: Carlyle | Director Manager of the Luxembourg General Partner | Oct 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $2,029,350,000 | 26 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund II Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Oct 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $200,000,000 | 10 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF II Lux Feeder, SCSp group: Carlyle | Director Manager of the Luxembourg General Partner | Oct 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,217,100,000 | 34 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Oct 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,427,460,000 | 28 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Principal Alternative Opportunities Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Oct 5, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $378,667,535 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Principal Alternative Opportunities (Cayman Feeder), L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Oct 5, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $96,332,465 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Lightning Partners, S.C.Sp. group: Carlyle | Executive Officer Officer of the Ontario General Partner of the Issuer | Sep 29, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Principal Alternative Opportunities (Cayman Feeder), L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Sep 21, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Principal Alternative Opportunities Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the GP of the GP | Sep 21, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF II CO-INVESTMENT, L.P. group: Carlyle | Executive Officer Executive Officer of the General Partner of the General Partner of the Issuer | Sep 8, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $55,230,000 | 77 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CICF Coinvestment, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | Aug 12, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Aug 12, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Infrastructure Credit Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner | Aug 12, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Co-Investment, L.P. group: Carlyle | Executive Officer | Jul 29, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $97,000,000 | 83 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Brawn Coinvest Electing Investors, L.P. group: Carlyle | Executive Officer Managing Director of the General Partner of the GP of the Issuer | Jun 29, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CSP IV Coinvest Brawn, L.P. group: Carlyle | Executive Officer Managing Director of the General Partner of the GP of the Issuer | Jun 29, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CETP IV Coinvestment, S.C.Sp. group: Carlyle | Executive Officer Officer of GP of GP | May 13, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $90,625,000 | 246 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CSP IV Coinvestment, L.P. group: Carlyle | Executive Officer Director of the General Partner of the GP | Apr 16, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $125,000,000 | 146 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CREV Coinvestment, L.P. group: Carlyle | Executive Officer Principal of the General Partner of the General Partner of the Issuer | Jan 25, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $12,500,000 | 27 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Revolving Loan Fund, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Jan 6, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $542,500,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CREV Cayman, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Jan 6, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $150,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Clover Partners 2, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Dec 9, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $190,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Clover Partners, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the General Partner | Dec 9, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $355,000,000 | 3 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund (Parallel) II Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Nov 23, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund II Note Issuer, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the Issuer | Nov 23, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEOF II Coinvestment, L.P. group: Carlyle | Director | Nov 6, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $116,424,500 | 158 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEOF II Coinvestment B, L.P. group: Carlyle | Director | Nov 6, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,575,500 | 49 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CGP Coinvestment, L.P. group: Carlyle | Director | Nov 5, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $129,353,383 | 71 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEMOF II Coinvestment, L.P. group: Carlyle | Director | Nov 5, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $115,000,000 | 112 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Credit Opportunities Fund II, L.P. group: Carlyle | Executive Officer | Oct 29, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CCOF Co-Investment, L.P. group: Carlyle | Executive Officer | Jul 31, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $97,000,000 | 85 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Global Partners II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the GP | Jul 27, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,840,333,333 | 21 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CETP IV Coinvestment, S.C.Sp. group: Carlyle | Executive Officer Officer of GP of GP | May 4, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $90,625,000 | 251 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CSP IV Coinvestment, L.P. group: Carlyle | Executive Officer Director of the General Partner of the GP | Apr 16, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $125,000,000 | 148 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Sofia Coinvestment REIT, L.L.C. group: Carlyle | Executive Officer Secretary | Jan 31, 2020 | D | $125,000 similar: $125,000–$125,000 | $125,000 | 125 similar: 124–125 | $1,000 similar: $1,000–$1,000 |
| EDGAR ↗ | CREV Coinvestment, L.P. group: Carlyle | Executive Officer Principal of the general partner of the General Partner. | Jan 6, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CREV Cayman, L.P. group: Carlyle | Executive Officer Principal of the general partner of the General Partner. | Jan 6, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Revolving Loan Fund, L.P. group: Carlyle | Executive Officer Principal of the general partner of the General Partner. | Jan 6, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Clover Partners 2, L.P. group: Carlyle | Executive Officer Principal of the general partner of the General Partner. | Dec 19, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Clover Partners, L.P. group: Carlyle | Executive Officer Principal of the general partner of the General Partner. | Dec 5, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CGP Coinvestment, L.P. group: Carlyle | Director | Nov 8, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $129,353,383 | 74 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEOF II Coinvestment, L.P. group: Carlyle | Director | Nov 8, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $116,424,500 | 166 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEOF II Coinvestment B, L.P. group: Carlyle | Director | Nov 8, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $9,575,500 | 53 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | CEMOF II Coinvestment, L.P. group: Carlyle | Director | Nov 8, 2019 | D/A | Indefinite similar: $155,000–$5,250,000 | $115,000,000 | 123 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle FRL, L.P. group: Carlyle | Executive Officer Principal of the General Partner. | Sep 20, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Global Partners II, L.P. group: Carlyle | Executive Officer Authorized Person of the General Partner of the GP | Jan 23, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Europe Technology Partners IV, S.C.Sp. group: Carlyle | Director Manager of the Luxembourg General Partner | Jan 14, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Europe Technology Partners IV - EU, S.C.Sp. group: Carlyle | Director Manager of the Luxembourg General Partner | Jan 14, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Alternative Opportunities Fund, L.P. group: Carlyle | Executive Officer Principal of the General Partner. | Dec 19, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $475,400,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Carlyle Asia PE Alternative Opportunities Fund, L.P. group: Carlyle | Executive Officer Principal of the General Partner. | Dec 14, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); REITS and Finance / 506(b) (3,490 filings); Pooled Investment Fund / 506(c) (8,096 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as David Lobe. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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