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Carlyle Energy Mezzanine Opportunities Fund II

Private Equity FundFund ID 805-5001331733Delaware, United States
Gross assets
$41.9M
Min. investment
$5M
Beneficial owners
229
Size rank
Top 58%
Audited
Yes
Structure
Master

About this fund

Carlyle Energy Mezzanine Opportunities Fund II is a private equity fund managed by Carlyle Global Credit Investment Management L.L.C.. The fund reports $41.9 million in gross assets, placing it among the top 58% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-5001331733
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundYes
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Carlyle Credit Opportunities Fund IIPrivate Equity$4.49B
Carlyle Credit Opportunities Fund IIIPrivate Equity$4.14B
Carlyle Strategic Partners IVPrivate Equity$1.96B
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Frequently asked questions

How large is Carlyle Energy Mezzanine Opportunities Fund II?

Carlyle Energy Mezzanine Opportunities Fund II reports $41.9 million in gross assets, among the top 58% of private funds by size.

What is the minimum investment for Carlyle Energy Mezzanine Opportunities Fund II?

The stated minimum investment is $5 million.

Who manages Carlyle Energy Mezzanine Opportunities Fund II?

Carlyle Energy Mezzanine Opportunities Fund II is managed by Carlyle Global Credit Investment Management L.L.C.

Does Carlyle Energy Mezzanine Opportunities Fund II disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Custodian
Administrator

Reported gross assets

$41.9M▼ 88%
Jan '25 — $343.1MFeb '25 — $343.1MMar '25 — $349.5MApr '25 — $349.5MMay '25 — $349.5MJun '25 — $349.5MJul '25 — $349.5MAug '25 — $349.5MSep '25 — $349.5MOct '25 — $349.5MNov '25 — $349.5MDec '25 — $349.5MJan '26 — $349.5MFeb '26 — $349.5MMar '26 — $41.9MApr '26 — $41.9MMay '26 — $41.9MJun '26 — $41.9M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 58%
Larger than 42% of 67,041 private funds
Gross assets vs Private Equity FundsTop 56%
Larger than 44% of 31,066 private equity funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons6%
Funds of funds1%
Non-U.S. persons48%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.