| 2026-08-10 | 10-Q | 10.2 | Amendment No. 1, dated as of April 6, 2026, to the Aircraft Lease Agreement by and between Falstaff Partners LLC and Carlyle Investment Management L.L.C. |
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| 2026-06-05 | 8-K | 10.1 | The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan. |
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| 2026-05-08 | 10-Q | 10.2 | Form of Global Restricted Stock Unit Agreement for Bonus Deferral Awards. |
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| 2026-05-08 | 10-Q | 10.1 | Form of Global Restricted Stock Unit Agreement for Time-Based Awards. |
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| 2026-02-27 | 10-K | 10.26 | Form of Global Performance-Based Restricted Stock Unit Agreement for Stock Price Appreciation PSU Award Program Awards (December 2025). |
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| 2025-11-07 | 10-Q | 10.1 | Revolving Credit Agreement, dated as of December 17, 2018, as amended by Amendment No. 1 on December 16, 2019, Amendment No. 2 on December 15, 2020, Amendment No. 3 on September 1, 2021, Amendment No. 4 on January 25, 2022, Amendment No. 5 on August 23, 2023, Amendment No. 6 on August 21, 2024, and Amendment No. 7 on August 20, 2025, among TCG Capital Markets L.L.C. and TCG Senior Funding L.L.C., as Borrowers, the Lenders party hereto, and Mizuho Bank, Ltd., as Administrative Agent, and Mizuho Bank, Ltd., as Sole Lead Arranger and Sole Bookrunner. |
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| 2025-08-08 | 10-Q | 10.5 | Flight Support Services Agreement, dated as of April 18, 2025, by and between Jet Aviation Flights Services, Inc. and Carlyle Investment Management L.L.C. |
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| 2025-08-08 | 10-Q | 10.4 | Aircraft Lease Agreement, dated as of April 21, 2025, by and between Falstaff Partners LLC and Carlyle Investment Management L.L.C. |
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| 2025-08-08 | 10-Q | 10.3 | Form of Global Restricted Stock Unit Agreement for Vested Awards to Non-Employee Directors. |
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| 2025-08-08 | 10-Q | 10.2 | Form of Global Restricted Stock Unit Agreement for Time-Based Awards to Non-Employee Directors. |
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| 2025-08-08 | 10-Q | 10.1 | Third Amended and Restated Credit Agreement, dated as of May 29, 2025, among TC Group Cayman, L.P., Carlyle Investment Management L.L.C., and CG Subsidiary Holdings L.L.C., as Borrowers, TC Group, L.L.C., Carlyle Holdings I L.P., Carlyle Holdings II L.L.C., Carlyle Holdings III L.P. and Carlyle Finance Subsidiary L.L.C. as Parent Guarantors, the Lenders Party Hereto, and Citibank, N.A. as Administrative Agent, and Citibank, N.A., JPMorgan Chase Bank, N.A., BofA Securities, Inc. and Wells Fargo Securities, LLC as Joint Lead Arrangers and Bookrunners, and JPMorgan Chase Bank, N.A., Bank of America, N.A. and Wells Fargo Bank, National Association, as Syndication Agents. |
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| 2025-05-09 | 10-Q | 10.3 | Form of Global Performance-Based Restricted Stock Unit Agreement for Stock Price Appreciation PSU Award Program Awards. |
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| 2025-05-09 | 10-Q | 10.2 | Form of Global Restricted Stock Unit Agreement for Bonus Deferral Awards. |
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| 2025-05-09 | 10-Q | 10.1 | Form of Global Restricted Stock Unit Agreement for Time-Based Awards. |
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| 2025-02-27 | 10-K | 10.34 | Form of Outside Director Deferral and Stock Election Form. |
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| 2025-02-27 | 10-K | 10.21 | Employment Agreement of Lindsay LoBue, dated as of September 28, 2023. |
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| 2024-11-07 | 10-Q | 10.1 | Revolving Credit Agreement, dated as of December 17, 2018, as amended by Amendment No. 1 on December 16, 2019, Amendment No. 2 on December 15, 2020, Amendment No. 3 on September 1, 2021, Amendment No. 4 on January 25, 2022, Amendment No. 5 on August 23, 2023, and Amendment No. 6 on August 21, 2024, among TCG Capital Markets L.L.C. and TCG Senior Funding L.L.C., as Borrowers, the Lenders party hereto, and Mizuho Bank, Ltd., as Administrative Agent, and Mizuho Bank, Ltd., as Sole Lead Arranger and Sole Bookrunner. |
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| 2024-08-06 | 10-Q | 10.2 | Form of Global Restricted Stock Unit Agreement for Time-Based Awards to Non-Employee Directors. |
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| 2024-05-31 | 8-K | 10.1 | The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan. |
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| 2024-05-07 | 10-Q | 10.3 | Form of Global Performance-Based Restricted Stock Unit Agreement for 2024 Stock Price Appreciation PSU Award Program Awards. |
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| 2024-05-07 | 10-Q | 10.2 | Form of Global Restricted Stock Unit Agreement for 2024 Bonus Deferral Awards. |
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| 2024-05-07 | 10-Q | 10.1 | Form of Global Restricted Stock Unit Agreement for 2024 Time-Based Awards. |
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| 2024-02-22 | 10-K | 10.32 | Form of Restrictive Covenant Letter for Certain Executive Officers. |
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| 2024-02-22 | 10-K | 10.18 | Revolving Credit Agreement, dated as of December 17, 2018, as amended by Amendment No. 1 on December 16, 2019, Amendment No. 2 on December 15, 2020, Amendment No. 3 on September 1, 2021, Amendment No. 4 on January 25, 2022, and Amendment No. 5 on August 23, 2023, among TCG Capital Markets L.L.C. and TCG Senior Funding L.L.C., as Borrowers, the Lenders party hereto, and Mizuho Bank, Ltd., as Administrative Agent, and Mizuho Bank, Ltd., as Sole Lead Arranger and Sole Bookrunner. |
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| 2023-08-02 | 10-Q | 10.2 | Form of Global Restricted Stock Unit Agreement for Time-Based Awards to Non-Employee Directors. |
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| 2023-06-02 | 8-K | 10.1 | The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan. |
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| 2023-05-04 | 10-Q | 10.6 | Form of Global Restricted Stock Unit Agreement for 2023 Performance Restricted Stock Unit Awards for Other Executive Officers. |
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| 2023-05-04 | 10-Q | 10.5 | Form of Global Restricted Stock Unit Agreement for 2023 One-Time Time-Based Awards. |
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| 2023-05-04 | 10-Q | 10.4 | Form of Global Restricted Stock Unit Agreement for Time-Based Awards. |
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| 2023-05-04 | 10-Q | 10.1 | Employment Agreement of Harvey M. Schwartz, dated as of February 5, 2023. |
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| 2023-02-09 | 10-K | 10.24 | Letter Agreement of Peter Clare, dated as of December 15, 2022. |
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| 2023-02-09 | 10-K | 10.23 | Employment Agreement of Bruce M. Larson, dated as of August 5, 2019. |
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| 2022-11-08 | 10-Q | 10.1 | Separation Agreement, dated August 7, 2022, between Kewsong Lee and The Carlyle Group Employee Co., L.L.C. |
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| 2022-07-28 | 10-Q | 10.22 | Second Amended and Restated Credit Agreement, dated as of April 29, 2022, among TC Group Cayman, L.P., Carlyle Investment Management L.L.C., and CG Subsidiary Holdings L.L.C., as Borrowers, TC Group, L.L.C., Carlyle Holdings I L.P., Carlyle Holdings II L.L.C., Carlyle Holdings III L.P. and Carlyle Finance Subsidiary L.L.C. as Guarantors, the Lenders Party Hereto, and Citibank, N.A. as Administrative Agent, and Citibank, N.A., JPMorgan Chase Bank, N.A. Credit Suisse Loan Funding LLC, BofA Securities, Inc. and Wells Fargo Securities, LLC as Joint Lead Arrangers and Bookrunners, and JPMorgan Chase Bank, N.A., Credit Suisse Loan Funding LLC, Bank of America, N.A. and Wells Fargo Bank, National Association, as Syndication Agents. |
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| 2022-04-28 | 10-Q | 10.30 | Form of Global Restricted Stock Unit Agreement for Stock Price Target Award for Chief Executive Officer. |
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| 2022-04-28 | 10-Q | 10.22 | Form of Global Restricted Stock Unit Agreement for Performance RSUs for Other Executive Officers. |
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| 2022-04-28 | 10-Q | 10.21 | Form of Global Restricted Stock Unit Agreement for 2022 Time-Based Grants. |
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| 2021-06-01 | 8-K | 10.1 | The Carlyle Group Inc. Amended and Restated 2012 Equity Incentive Plan. |
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| 2021-04-29 | 10-Q | 10.33 | Form of Global Restricted Stock Unit Agreement for Strategic Equity Performance Vesting RSUs for Executive Officers. |
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| 2021-04-29 | 10-Q | 10.32 | Form of Global Restricted Stock Unit Agreement for Strategic Equity Time Vesting RSUs for Other Executive Officers. |
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| 2021-04-29 | 10-Q | 10.26 | Form of Global Restricted Stock Unit Agreement for Performance Vesting RSUs for Other Executive Officers. |
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| 2021-02-11 | 10-K | 10.25 | Form of Global Restricted Stock Unit Agreement. |
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| 2021-02-11 | 10-K | 10.17 | Non-Exclusive Aircraft Lease Agreement, dated as of December 22, 2020, between Westwind Acquisition Company, L.L.C. as Lessor and Carlyle Investment Management L.L.C. as Lessee. |
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| 2020-04-30 | 10-Q | 10.12 | Form of Global Restricted Stock Unit Agreement for Outperformance RSUs for Co-Chief Executive Officers Granted in February 2020. |
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| 2020-04-30 | 10-Q | 10.9 | Form of Global Restricted Stock Unit Agreement for Performance RSUs for Other Executive Officers. |
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| 2020-02-12 | 10-K | 10.26 | Form of Global Deferred Restricted Common Unit Agreement |
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| 2020-02-12 | 10-K | 10.23 | Form of Indemnification Agreement |
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| 2020-01-02 | 8-K | 10.3 | Stockholder Agreement by and between the Corporation and David M. Rubenstein, dated as of January 1, 2020. |
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| 2020-01-02 | 8-K | 10.2 | Stockholder Agreement by and between the Corporation and Daniel A. D’Aniello, dated as of January 1, 2020. |
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| 2020-01-02 | 8-K | 10.1 | Stockholder Agreement by and between the Corporation and William E. Conway, Jr., dated as of January 1, 2020. |
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| 2019-07-31 | 10-Q | 10.1 | Form of Post-Conversion Stockholder Agreement |
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| 2019-05-01 | 10-Q | 10.3 | Form of Global Deferred Restricted Common Unit Agreement for Performance DRUs for Co-Chief Executive Officers. |
|---|
| 2019-05-01 | 10-Q | 10.2 | Form of Global Deferred Restricted Common Unit Agreement for Outperformance DRUs for Co-Chief Executive Officers. |
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| 2019-05-01 | 10-Q | 10.1 | Form of Global Deferred Restricted Common Unit Agreement for Performance DRUs for Other Executive Officers. |
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| 2019-02-13 | 10-K | 10.26 | Form of Global Deferred Restricted Common Unit Agreement. |
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| 2019-02-13 | 10-K | 10.22 | Amended and Restated Credit Agreement, dated as of February 11, 2019, among TC Group Investment Holdings, L.P., TC Group Investment Holdings, L.P., TC Group Cayman Investment Holdings, L.P., TC Group Cayman, L.P., and Carlyle Investment Management L.L.C., as Borrowers, TC Group, L.L.C., Carlyle Holdings I L.P., Carlyle Holdings II L.P. and Carlyle Holdings III L.P. as Guarantors, the Lenders party hereto, and Citibank, N.A., as Administrative Agent, and Citibank N.A., JPMorgan Chase Bank, N.A. and Credit Suisse Funding LLC as Joint Lead Arrangers and Bookrunners and JPMorgan Chase Bank, N.A. and Credit Suisse Loan Funding LLC as Syndication Agents. |
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| 2019-02-13 | 10-K | 10.19 | Non-Exclusive Aircraft Lease Agreement dated as of December 11, 2018 by and between KZ Partners, Inc. as Lessor and Carlyle Investment Management L.L.C. as Lessee. |
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| 2018-08-01 | 10-Q | 10.2 | Amended and Restated Office Lease by and between Teachers Insurance and Annuity Association of America and Carlyle Investment Management L.L.C., dated as of June 14, 2018. |
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| 2018-05-01 | 10-Q | 10.3 | Amended and Restated Non-Exclusive Aircraft Lease Agreement dated as of April 12, 2018 by and between Kewsong Lee as Lessor and Carlyle Investment Management L.L.C. as Lessee. |
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| 2018-05-01 | 10-Q | 10.2 | Form of Global Deferred Restricted Common Unit Agreement for Performance DRUs for Co-Chief Executive Officers |
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| 2018-05-01 | 10-Q | 10.1 | Form of Global Deferred Restricted Common Unit Agreement for Performance DRUs for Other Executive Officers. |
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| 2018-02-15 | 10-K | 10.26 | Form of Global Deferred Restricted Common Unit Agreement. |
|---|
| 2018-02-15 | 10-K | 10.25 | Employment Agreement of Glenn A. Youngkin, dated as of October 23, 2017. |
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| 2018-02-15 | 10-K | 10.24 | Employment Agreement of Kewsong Lee, dated as of October 23, 2017. |
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| 2018-02-15 | 10-K | 10.19 | Non-Exclusive Aircraft Lease Agreement dated as of September 29, 2017 by and between Kewsong Lee as Lessor and Carlyle Investment Management L.L.C. as Lessee. |
|---|
| 2017-09-13 | 8-K | 10.4 | Amendment No. 2 to Exchange Agreement, dated as of September 13, 2017, among Carlyle Holdings I L.P., Carlyle Holdings II L.P. and Carlyle Holdings III L.P., related to the Exchange Agreement, dated as of May 2, 2012, among Carlyle Group Management L.L.C., The Carlyle Group L.P., Carlyle Holdings I GP Inc., Carlyle Holdings II GP L.L.C., Carlyle Holdings II Sub L.L.C., Carlyle Holdings III GP L.P., Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle Holdings III L.P. and the limited partners of each of Carlyle Holdings I L.P., Carlyle Holdings II L.P. and Carlyle Holdings III L.P. |
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| 2017-09-13 | 8-K | 10.3 | Second Amended and Restated Limited Partnership Agreement of Carlyle Holdings III L.P. dated September 13, 2017 |
|---|
| 2017-09-13 | 8-K | 10.2 | Second Amended and Restated Limited Partnership Agreement of Carlyle Holdings II L.P. dated September 13, 2017 |
|---|
| 2017-09-13 | 8-K | 10.1 | Second Amended and Restated Limited Partnership Agreement of Carlyle Holdings I L.P. dated September 13, 2017 |
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| 2017-02-16 | 10-K | 10.26 | Form of Global Deferred Restricted Common Unit Agreement. |
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| 2016-11-03 | 10-Q | 10.4.1 | Amendment No. 1 to Exchange Agreement, dated as of November 2, 2016, among Carlyle Holdings I L.P., Carlyle Holdings II L.P. and Carlyle Holdings III L.P., relating to the Exchange Agreement, dated as of May 2, 2012, among Carlyle Group Management L.L.C., The Carlyle Group L.P., Carlyle Holdings I GP Inc., Carlyle Holdings II GP L.L.C., Carlyle Holdings II Sub L.L.C., Carlyle Holdings III GP L.P., Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle Holdings III L.P. and the limited partners of each of Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle Holdings III L.P. |
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| 2016-05-04 | 10-Q | 10.24.3 | Amendment No. 3, dated as of May 3, 2016, to the Credit Agreement, dated as of December 13, 2011, among TC Group Investment Holdings, L.P., TC Group Cayman Investment Holdings, L.P., TC Group Cayman, L.P., Carlyle Investment Management L.L.C., as Borrowers, TC Group, L.L.C., the Guarantors party thereto, the Lenders party thereto, and Citibank, N.A., as Administrative Agent, and Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Credit Suisse Securities (USA) LLC, as Joint Lead Arrangers and Bookrunners, and JPMorgan Chase Bank, N.A., Credit Suisse Securities (USA) LLC, as Syndication Agents. |
|---|
| 2016-02-24 | 10-K | 10.26 | Form of Global Deferred Restricted Common Unit Agreement. |
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| 2015-05-07 | 10-Q | 10.24.2 | Amendment No. 2, dated as of May 5, 2015, to the Credit Agreement, dated as of December 13, 2011, among TC Group Investment Holdings, L.P., TC Group Cayman Investment Holdings, L.P., TC Group Cayman, L.P., Carlyle Investment Management L.L.C., as Borrowers, TC Group, L.L.C., the Guarantors party thereto, the Lenders party thereto, and Citibank, N.A., as Administrative Agent, and Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Credit Suisse Securities (USA) LLC, as Joint Lead Arrangers and Bookrunners, and JPMorgan Chase Bank, N.A., Credit Suisse Securities (USA) LLC, as Syndication Agents. |
|---|
| 2015-02-26 | 10-K | 10.30 | Key Executive Incentive Program. |
|---|
| 2015-02-26 | 10-K | 10.29 | Employment Agreement with Kewsong Lee. |
|---|
| 2015-02-26 | 10-K | 10.28 | Employment Agreement with Michael J. Cavanagh. |
|---|
| 2015-02-26 | 10-K | 10.26 | Form of Global Deferred Restricted Common Unit Agreement. |
|---|
| 2014-02-27 | 10-K | 10.29 | Employment Agreement with Michael J. Petrick. |
|---|
| 2014-02-27 | 10-K | 10.28 | Employment Agreement with Jacques P. Chappuis. |
|---|
| 2014-02-27 | 10-K | 10.26 | Form of Global Deferred Restricted Common Unit Agreement. |
|---|
| 2014-02-27 | 10-K | 10.20.1 | Amendment No. 1 to the Lease Agreement dated February 18, 2014 relating to the Non-Exclusive Aircraft Lease Agreement, dated as of December 31, 2012, between Orange Crimson Aviation, L.L.C. as Lessor and Carlyle Investment Management L.L.C. as Lessee. |
|---|
| 2014-02-27 | 10-K | 10.19.1 | Amendment No. 1 to the Lease Agreement dated February 18, 2014 relating to the Non-Exclusive Aircraft Lease Agreement, dated as of February 11, 2011, between Westwind Acquisition Company, L.L.C. as Lessor and Carlyle Investment Management L.L.C. as Lessee. |
|---|
| 2014-02-27 | 10-K | 10.18.1 | Amendment No. 1 to the Lease Agreement dated February 18, 2014 relating to the Non-Exclusive Aircraft Lease Agreement, dated as of December 31, 2012, between Falstaff Partners, LLC as Lessor and Carlyle Investment Management L.L.C. as Lessee. |
|---|
| 2013-08-12 | 10-Q | 10.24.1 | Amendment No. 1, dated as of August 9, 2013, to the Credit Agreement, dated as of December 13, 2011, among TC Group Investment Holdings, L.P., TC Group Cayman Investment Holdings, L.P., TC Group Cayman, L.P., Carlyle Investment Management L.L.C., as Borrowers, TC Group, L.L.C., the Guarantors party thereto, the Lenders party thereto, and Citibank, N.A., as Administrative Agent, and Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Credit Suisse Securities (USA) LLC, as Joint Lead Arrangers and Bookrunners, and JPMorgan Chase Bank, N.A., Credit Suisse Securities (USA) LLC, as Syndication Agents. |
|---|
| 2013-03-14 | 10-K | 10.26 | Form of Global Deferred Restricted Common Unit Agreement. |
|---|
| 2013-03-14 | 10-K | 10.20 | Non-Exclusive Aircraft Lease Agreement, dated as of December 31, 2012, between Orange Crimson Aviation, L.L.C. as Lessor and Carlyle Investment Management L.L.C as Lessee. |
|---|
| 2013-03-14 | 10-K | 10.18 | Non-Exclusive Aircraft Lease Agreement, dated as of December 31, 2012, between Falstaff Partners, LLC as Lessor and Carlyle Investment Management L.L.C. as Lessee. |
|---|
| 2012-11-13 | 10-Q | 10.1 | OPERATING EXECUTIVE CONSULTING AGREEMENT |
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| 2012-05-08 | 8-K | 10.8 | Registration Rights Agreement with the California Public Employees’ Retirement System, dated as of May 8, 2012, by and among by and among the Partnership and California Public Employees’ Retirement System. |
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| 2012-05-08 | 8-K | 10.7 | Registration Rights Agreement by and among the Partnership, MDC/TCP Investments (Cayman) I, Ltd., MDC/TCP Investments (Cayman) II, Ltd., MDC/TCP Investments (Cayman) III, Ltd., MDC/TCP Investments (Cayman) IV, Ltd., MDC/TCP Investments (Cayman) V, Ltd., MDC/TCP Investments (Cayman) VI, Ltd. and Five Overseas Investment L.L.C, dated as of May 8, 2012. |
|---|
| 2012-05-08 | 8-K | 10.6 | Registration Rights Agreement with Senior Carlyle Professionals, dated as of May 8, 2012, by and among the Partnership, TCG Carlyle Global Partners L.L.C. and certain of the limited partners of each of the Carlyle Holdings Partnerships. |
|---|
| 2012-05-08 | 8-K | 10.5 | Amended and Restated Limited Partnership Agreement of Carlyle Holdings III L.P., dated as of May 2, 2012, by and among Carlyle Holdings III GP Sub L.L.C., as general partner, and the limited partners party thereto. |
|---|
| 2012-05-08 | 8-K | 10.4 | Amended and Restated Limited Partnership Agreement of Carlyle Holdings II L.P., dated as of May 2, 2012, by and among Carlyle Holdings II GP L.L.C., as general partner, and the limited partners party thereto. |
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| 2012-05-08 | 8-K | 10.3 | Amended and Restated Limited Partnership Agreement of Carlyle Holdings I L.P., dated as of May 2, 2012, by and among Carlyle Holdings I GP Sub L.L.C., as general partner, and the limited partners party thereto. |
|---|
| 2012-05-08 | 8-K | 10.2 | Tax Receivable Agreement, dated as of May 2, 2012, by and among the Partnership, Carlyle Holdings I GP Inc., Carlyle Holdings I L.P. and each of the limited partners of the Carlyle Holdings Partnerships party thereto. |
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| 2012-05-08 | 8-K | 10.1 | Exchange Agreement, dated as of May 2, 2012, among the General Partner, the Partnership, Carlyle Holdings I GP Inc., Carlyle Holdings II GP L.L.C., Carlyle Holdings II Sub L.L.C., Carlyle Holdings III GP L.P., Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle Holdings III L.P. and the limited partners of each of Carlyle Holdings I L.P., Carlyle Holdings II L.P., Carlyle Holdings III L.P. |
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