"Private equity used to be reserved for endowments and sovereign wealth funds. Now you can buy it on your phone. Publicly traded PE holding companies give retail investors exposure to leveraged buyouts, direct lending, infrastructure, and real estate without lockups or $5 million minimums. These firms collect management fees on assets under management (AUM) and performance fees (carried interest) when deals pay off."
"Carlyle has a $21.8 billion market cap and $474 billion in AUM as of Q3 2025. Q3 revenue hit $780.5 million with net income of $900,000. Operating margin came in at negative 29.8%, contrasting sharply with peers running 24% to 44% margins. ROE of 12.5% trails the group. Carlyle trades at 34x trailing earnings but 13x forward earnings, suggesting analysts expect a turnaround. The 2.29% dividend yield offers income."
Publicly traded private-equity holding companies provide retail investors liquid access to leveraged buyouts, direct lending, infrastructure, and real estate while charging management and performance fees on AUM and carried interest. Top firms are ranked by market cap, AUM growth, profitability, and valuation. Carlyle has a $21.8 billion market cap and $474 billion AUM, reported $780.5 million revenue and $900,000 net income in Q3 2025, with a negative 29.8% operating margin and 12.5% ROE; it trades at 34x trailing and 13x forward earnings and yields 2.29%. Ares, credit-focused, has a $48.9 billion market cap, reported $1.66 billion revenue and $288.9 million net income in Q3, with 24.1% operating margin and 17.1% ROE, trading at 63x trailing and 23x forward earnings.
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