Carlyle Global Credit Investment Management L.L.C.

RIASEC RegisteredEst. 2013
Total AUM
$68.4B
Discretionary
$66B
97% of AUM
Avg account
$441M
Accounts
155
Employees
382
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
162053
Registered since
March 13, 2013
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles56.86%
  • Insurance Companies24.52%
  • Investment Companies10.43%
  • Business Development Companies8.19%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Carlyle Global Credit Investment Management L.L.C. is an SEC-registered investment manager operating as a limited liability company since 2013. The firm serves primarily institutional clients and functions both as a capital allocator and as an active manager: it advises pooled investment vehicles and investment companies, serves in sponsor/GP roles for pooled vehicles, and conducts commodity pool/CTA activities. Its management and compensation framework includes percentage-of-assets, fixed fees, and performance-based fees. The firm reports active engagement with ESG considerations as part of its investment activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • Justin Plouffe

    Justin Plouffe

    Deputy Chief Investment OfficerCRD 6223477

  • Catherine Ziobro

    Catherine Ziobro

    Chief Compliance OfficerCRD 5642930

  • Harvey Schwartz

    Harvey Schwartz

    Member of the Board and Chief Executive OfficerCRD 1723597

Contacts

3 of 4
  • Mark Jenkins

    Mark Jenkins

    Co-PresidentCRD 2529058

  • Kate Heinzelman

    CRD 8307533

  • Lindsay Lobue

    Lindsay Lobue

    Advisory Director / Retired PartnerCRD 2955144

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 Vanderbilt Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth