Fund Overview:
Established in the Cayman Islands by Carlyle Group, Inc., CDL Treaty Fund IV is expected to begin its operations in October 2022. Commencing operations in 1987 and going public in 2012, the firm manages a wide variety of funds with an aggregate value of 376B USD, and employs approximately 1,850 employees in 26 offices worldwide. The fund is an Evergreen fund (an open-ended fund), in which investments can be redeemed upon prior notice, as opposed to previous funds that were closed funds.

Strategy:
The fund is a private credit fund that engages in direct lending, mostly first lien loans given to mid-market companies for the purpose of financing leveraged purchases, mergers and acquisitions and refinancing. The fund uses Carlyle’s investment platform at all stages of the investment process, for the purpose of locating investments, analyzing them and managing the portfolio.

View More Alternative Funds by The Carlyle Group:
Carlyle Partners VIII