{"url":"https://nivawealth.com/firms/carlyle-aviation-pdp-management-305746","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305746","regulatoryAum":10396634892,"crd":"305746","secFileNumber":"801-118580","legalName":"Carlyle Aviation PDP Management LLC","displayName":"Carlyle Aviation PDP Management","website":"http://www.carlyle.aero","linkedinUrl":"https://www.linkedin.com/company/carlyle-aviation-partners","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"848 Brickell Avenue, Suite 500","city":"Miami","state":"FL","stateName":"Florida","country":"United States","postalCode":"33131-2946"},"tradeNames":["Carlyle Aviation Partners"],"registration":{"secApproved":"30 April 2020","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":124,"advisory":25,"brokerDealerReps":3,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":10396634892,"discretionaryAccounts":15,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":40,"nonAumClients":4},"clientTypes":[{"label":"Pooled investment vehicles","clients":14,"regulatoryAum":8830030064},{"label":"Insurance companies","clients":null,"regulatoryAum":1566604828}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Carlyle Aviation PDP Management has custody of $10.40B for 15 clients.","otherCustodians":[],"leadership":[{"name":"Javier Meireles","title":"Manager / Chief Executive Officer","crd":"6246768"},{"name":"Alexander Rasnavad","title":"Manager / President","crd":"5215925"},{"name":"Jason Avdenko","title":"Chief Compliance Officer","crd":"5806961"}],"ownership":[{"label":"Carlyle Aviation Partners LTD.","detail":"Member in the 75% or more ownership band and a control person, since September 2019."},{"label":"TC Group, L.L.C.","detail":"Indirect owner: a shareholder of Carlyle Aviation Partners LTD. in the 75% or more band and a control person, since December 2018.","parent":"Carlyle Aviation Partners LTD."},{"label":"CG Subsidiary Holdings L.L.C.","detail":"Indirect owner: a member of TC Group, L.L.C. in the 75% or more band and a control person, since January 2020.","parent":"TC Group, L.L.C."},{"label":"Carlyle Holdings I L.P.","detail":"Indirect owner: a member of CG Subsidiary Holdings L.L.C. in the 50% to 75% band and a control person, since January 2020.","parent":"CG Subsidiary Holdings L.L.C."},{"label":"Carlyle Holdings I GP Sub L.L.C.","detail":"Indirect owner: general partner of Carlyle Holdings I L.P. and a control person, since November 2011.","parent":"Carlyle Holdings I L.P."},{"label":"Carlyle Holdings I GP Inc.","detail":"Indirect owner: a member of Carlyle Holdings I GP Sub L.L.C. in the 75% or more band and a control person, since November 2011.","parent":"Carlyle Holdings I GP Sub L.L.C."},{"label":"The Carlyle Group Inc.","detail":"Indirect owner: a shareholder of Carlyle Holdings I GP Inc. in the 75% or more band and a control person, since November 2011. Also a member of Carlyle Holdings II GP L.L.C. in the 75% or more band and a control person, since November 2011.","parent":"Carlyle Holdings I GP Inc."},{"label":"Carlyle Holdings II L.L.C.","detail":"Indirect owner: a member of CG Subsidiary Holdings L.L.C. in the 25% to 50% band and a control person, since January 2020.","parent":"CG Subsidiary Holdings L.L.C."},{"label":"Carlyle Holdings II GP L.L.C.","detail":"Indirect owner: a member of Carlyle Holdings II L.L.C. in the 75% or more band and a control person, since November 2011.","parent":"Carlyle Holdings II L.L.C."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"848 Brickell Avenue, Suite 500","city":"Miami","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-579-2340","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":98,"detail":"Other Assets Includes Committed But Uncalled Capital Commitments (approx. 63%) and Loans to Airlines to Finance Pre-Delivery Payments Owed to the Aircraft Manufacturer by Airlines (approx. 35%)."}],"privateFunds":22},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/305746/PDF/305746.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Carlyle Aviation PDP Management have?","answer":"Carlyle Aviation PDP Management has 14 clients and manages $10.4 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Carlyle Aviation PDP Management offer?","answer":"Carlyle Aviation PDP Management provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Carlyle Aviation PDP Management have?","answer":"Carlyle Aviation PDP Management has 0 investment adviser representatives registered with state securities authorities, out of 124 employees, and 25 perform investment advisory functions. 3 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Carlyle Aviation PDP Management invest in?","answer":"At the end of its last fiscal year, Carlyle Aviation PDP Management’s separately managed accounts held 98% other assets includes committed but uncalled capital commitments (approx. 63%) and loans to airlines to finance pre-delivery payments owed to the aircraft manufacturer by airlines (approx. 35%). and 2% cash and equivalents. It advises 22 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Carlyle Aviation PDP Management?","answer":"Carlyle Aviation PDP Management is owned through a chain of holding companies by the Carlyle Group Inc. and Carlyle Holdings II GP L.L.C. Its direct owner is Carlyle Aviation Partners LTD. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Carlyle Aviation PDP Management get paid?","answer":"Carlyle Aviation PDP Management is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}