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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
asset manager

Carlyle

In network coverage since October 2, 2026 · 16+ stories
11Deals on our tracker
Deal recordFull tracker →
Oct 15, 26Deal announcedTruist · $7.7B — coverage
Sep 21, 26Deal announcedMAI Capital Management — coverage
Sep 20, 26Deal closed — coverage
Sep 14, 26Fund launchCarlyle Infrastructure Credit Fund II · $2.3B — coverage
Sep 13, 26Deal closedCarlyle Infrastructure Credit Fund II · $2.3B — coverage
Sep 9, 26Deal closedCBAMR 2018-7 · Bank of America · $188M — coverage
Aug 25, 26Deal announcedMAI Capital — coverage
Aug 10, 26Deal talkLearning Care · Silver Point · Ares — coverage
Jul 31, 26Deal closedAbry Partners · Prime Capital Financial
Jul 31, 26Deal closedAbry Partners · Prime Capital Financial
Apr 29, 25Deal announcedMAI Capital Management
Network coverage
Investments

SEI to build CITs carrying Carlyle private equity for Basic Capital plans

The first trust will blend public equity with Carlyle private equity and is designed to sit inside a participant's existing large-cap equity allocation.
Fundraising · Oct 21Carlyle files Form D for third Europe real estate feeder fund
Real estate debt · Oct 19SL Green and Mori Trust refinance 245 Park Ave. with $2B loan at 6.52%
The Wrap · Oct 16Direct lenders shift origination toward energy, defence and hard assets
Fund launches & raises · Oct 16Carlyle agrees to acquire $7.7bn Truist consumer loan portfolio
Moves · Oct 15SEI names Kristie Edling-Day chief information officer, hiring from LPL
Moves · Oct 14Captrust adds $3B Hoge-Barrett team from Truist in Winston-Salem
The Close · Oct 13JPMorgan asset and wealth revenue rises 14% to $6.9 billion; expenses rise 14%
Moves · Oct 13MAI Capital hires Matt Barthel to lead advisor liftout recruiting
The Advisor's Note · Oct 13Carlyle takes minority stake in $52B Prime Capital Financial
Succession & selling a firm · Oct 12Carlyle took a minority stake in Prime Capital Financial, where 170 advisors own equity
People & Leadership · Oct 8Carlyle names David Seeberan and Victoria Matthews to new family-office roles
Succession & selling a firm · Oct 6Private Advisor Group CFO Adam Schorr on why buyers and sellers price the same practice differently
Data · Oct 6Blue Owl tech fund draws 39% redemption requests; Carlyle sizes $1 trillion private-credit AI buildout
The Close · Oct 3Blue Owl caps two funds at 5% as a 39% redemption queue builds
The Close · Oct 2Carlyle puts private credit's AI buildout at $1 trillion as investors seek caps
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