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Carlyle Tactical Private Credit Fund

CIK: 0001725472 Equity
Report date: 2026-03-02
AUM $4.8B
Expense Ratio —
Category Equity
State DE
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-03-02

About this Fund

The Carlyle Tactical Private Credit Fund is a prominent player in the mutual fund industry, specializing in asset management and investment solutions designed to meet the diverse needs of its discerning client base. As a trusted name in wealth management, the company offers a comprehensive range of mutual funds, including equity, debt, and hybrid funds, each carefully crafted to provide investors with a robust portfolio that aligns with their unique financial objectives and risk tolerance. With a strong focus on delivering exceptional investment outcomes, the Carlyle Tactical Private Credit Fund is committed to helping its investors achieve their long-term financial goals, whether through systematic investment plans (SIPs) or other tailored investment strategies. By leveraging its extensive expertise in asset management and investment research, the Carlyle Tactical Private Credit Fund is able to provide its clients with access to a broad spectrum of investment opportunities, from traditional equity and debt investments to more specialized alternatives, such as private credit and real assets. This diversified approach enables investors to spread their risk and potentially enhance their returns, making it an attractive option for those seeking to optimize their portfolio's performance. The company's investor-centric approach is built on a deep understanding of its clients' needs and goals, with a dedicated team of investment professionals working closely with each client to develop a personalized wealth management plan that addresses their specific requirements and aspirations. The Carlyle Tactical Private Credit Fund's key strengths lie in its ability to combine rigorous investment analysis with a flexible and adaptive approach to portfolio management, allowing it to respond effectively to changing market conditions and capitalize on emerging opportunities. This, combined with its unwavering commitment to transparency, accountability, and exceptional client service, has earned the company a reputation as a trusted and reliable partner in the world of mutual fund investing. As a result, investors from all walks of life, from individual investors to institutional clients, have come to trust the Carlyle Tactical Private Credit Fund to manage their investments and help them achieve their financial objectives, whether through a systematic investment plan or a more customized approach to wealth management. With its proven track record, extensive expertise, and dedication to delivering outstanding investment results, the Carlyle Tactical Private Credit Fund is an ideal choice for those seeking a mutual fund company that can provide them with a comprehensive range of investment solutions and a personalized approach to wealth management.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

5 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 GFL GFL Environmental Inc Since 2026-05-10 36257SAB8 LON
0.10%
 $5.00 4,987,500
2 RXT RACKSPACE TECHNOLOGY Since 2026-05-10 750098AA3 Debt
0.01%
 $0.40 2,000,000
3 PRMB Primo Brands Corporation Since 2026-05-10 89678QAD8 LON
0.17%
 $8.14 8,123,202
4 BLCO Bausch & Lomb Corporation Since 2026-05-10 — LON
0.10%
 $4.89 4,887,500
5 BLCO Bausch & Lomb Corporation Since 2026-05-10 — LON
0.21%
 $10.04 9,950,000
Frequently Asked Questions — Carlyle Tactical Private Credit Fund
What type of mutual fund is Carlyle Tactical Private Credit Fund?
Carlyle Tactical Private Credit Fund is a SEC-registered Equity fund, with $4.8B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Carlyle Tactical Private Credit Fund holds 5 portfolio positions, all detailed in the holdings table on this page.
What are Carlyle Tactical Private Credit Fund's assets under management (AUM)?
Carlyle Tactical Private Credit Fund has $4.8B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Carlyle Tactical Private Credit Fund's top holdings?
According to Carlyle Tactical Private Credit Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include GFL Environmental Inc, RACKSPACE TECHNOLOGY, Primo Brands Corporation , among others. The complete list of all 5 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Carlyle Tactical Private Credit Fund's expense ratio?
Expense ratio data for Carlyle Tactical Private Credit Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Carlyle Tactical Private Credit Fund's SEC filings?
Carlyle Tactical Private Credit Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001725472. You can access all of Carlyle Tactical Private Credit Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001725472). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Carlyle Tactical Private Credit Fund's holdings data on StockSifting?
Holdings data for Carlyle Tactical Private Credit Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.