Our strategic capabilities and wide variety of alternative solutions are designed to meet our clients’ specialized investment needs.

Overview

The Carlyle Private Wealth team services single- and multi-family offices, high net worth investors, private banks, independent broker-dealers and registered investment advisors. The team’s strategic capabilities and a wide variety of alternative solutions are designed to meet our clients’ specialized investment needs. Carlyle Private Wealth works to assess and understand individual investment objectives, leverage the diverse Carlyle landscape and provide expert investment insight to guide our clients’ portfolios.

Paul J. Ferraro, Managing Director and Head of Carlyle Private Wealth

“Our goal is to align our strategic capabilities with our clients’ needs to develop bespoke investment solutions."
— Paul J. Ferraro
Managing Director and Head
of Carlyle Private Wealth

Carlyle Advantage

As one of the world’s largest and most diversified multi-product global investment firms, Carlyle offers investors several advantages:

  • Exposure: Carlyle’s 14 fund families across 10 core industries offer a wide range of investment options
  • Control: The potential to co-invest alongside Carlyle in difficult to access transactions can help improve investment diversification and reduce overall program costs
  • Customization: Separately managed accounts that allow flexibility, choice and transparency
  • Market intelligence: Access to major industry operators as well as proprietary research from Carlyle’s economists and thought leaders
  • Transparency: Personalized periodic updates from a Carlyle Private Wealth representative in addition to quarterly and annual reporting

 

Single Family Office

We understand the specialized needs of single-family offices — one of our main goals is to help our clients gain exposure to alternative investments through our various funds, co-investments and bespoke solutions. We provide targeted strategic advice as well as structuring and administrative guidance.

Multi-Family Office / Registered Investment Advisers

Our extensive experience working with wealth managers and their clients helps us provide turn-key solutions to fit the needs of multi-family offices and RIA’s. We provide the ability to invest alongside institutional investors at substantially reduced investment minimums.

Financial Intermediaries / Broker-Dealers

With 15+ years of experience distributing Carlyle investment offerings through broker-dealers and financial intermediaries, Carlyle Private Wealth is well versed at servicing these types of organizations. From onboarding through the product life cycle, Carlyle Private Wealth will provide an exceptional client experience.

Meet Our Team - Global Coverage

Corporate Private Wealth Map
Corporate Private Wealth Hover Map
New York City
Managing Director
Head of Carlyle Private Wealth
Paul Ferraro
Northeast USA
Regional Client Specialist
Tom Stanton
Heartland USA
Regional Client Specialist
Jeff Marvaldi
Western USA
Regional Client Specialist
Stacia Hatfield
USA Greater Texas
Sydney Klitzner
Regional Client Specialist
Sydney Klitzner
Hong Kong
Director
Alex Wang
Latin America
Principal