Company: CGABL
Filing Date: 2025-11-07
Form Type: 10-Q
Source: 0001527166-25-000125
Chunk: 4

Company: Carlyle Group Inc.
Filing Date: 2025-11-07
Form: 10-Q
Item: Part I, Item 3
Chunk 4
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Item 3.Quantitative and Qualitative Disclosures About Market Risk

Our primary exposure to market risk is related to our role as general partner or investment advisor to our investment 

funds and the sensitivities to movements in the fair value of their investments, including the effect on management fees, 

incentive fees and investment income, including performance allocations. Although our investment funds share many common 

themes, each of our asset management asset classes runs its own investment and risk management processes, subject to our 

overall risk tolerance and philosophy. The investment process of our investment funds involves a comprehensive due diligence 

approach, including review of reputation of shareholders and management, company size and sensitivity of cash flow 

generation, business sector and competitive risks, portfolio fit, exit risks and other key factors highlighted by the deal team. Key 

investment decisions are generally subject to approval by both the fund-level managing directors, as well as the investment 

committee, which generally comprises one or more of the three founding partners as well as senior investment professionals. 

Once an investment in a portfolio company has been made, our fund teams closely monitor the performance of the portfolio 

company, generally through frequent contact with management and the receipt of financial and management reports.

There was no material change in our market risks during the nine months ended September 30, 2025. For additional 

information, refer to our Annual Report on Form 10-K for the year ended December 31, 2024.