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Carlyle Group lowers minimum for investments

by Thomas Heath
Publication: The Washington Post

March 13, 2013


The Carlyle Group is lowering its threshold for new investors to $50,000 in an attempt to broaden its customer base and tap an investment pool that reaches into the trillions.

Until now, Carlyle’s client base has been limited to multimillion-dollar investments from wealthy individuals, foundations, foreign sovereign wealth funds and giant pensions.

The minimums for those entities has started at about $5 million. The new model will include investors who can put up $50,000, a pool that one analyst called “the holy grail” for investment firms.

Tim Loughran, a finance professor at the University of Notre Dame, said the move by Carlyle and other private-equity firms is an attempt to diversify their sources of cash.

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