Compare · APAM vs CG
APAM vs CG
Side-by-side comparison of Artisan Partners Asset Management Inc. (APAM) and The Carlyle Group Inc. (CG): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both APAM and CG operate in Investment Managers (Finance), so they compete in similar markets.
- CG is the larger of the two at $16.02B, about 5.3x APAM ($3.03B).
- Over the past year, APAM is down 9.8% and CG is down 6.7% - CG leads by 3.0 points.
- CG has been more active in the news (15 items in the past 4 weeks vs 3 for APAM).
- CG has more recent analyst coverage (25 ratings vs 8 for APAM).
Artisan Partners Asset Management Inc.
Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
The Carlyle Group Inc.
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $20 million and $1 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is
Latest APAM
- Artisan Partners Asset Management Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders, Financial Statements and Exhibits
- Artisan Partners Asset Management Inc. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- Artisan Partners Asset Management Inc. Reports April 2026 Assets Under Management
- SEC Form 10-Q filed by Artisan Partners Asset Management Inc.
- Artisan Partners Asset Management Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Artisan Partners Asset Management Inc. Reports 1Q26 Results and Quarterly Dividend
- SEC Form DEFA14A filed by Artisan Partners Asset Management Inc.
- SEC Form DEF 14A filed by Artisan Partners Asset Management Inc.
- Artisan Partners Asset Management Inc. to Announce 1Q26 Results on April 28, 2026
- Artisan Partners Asset Management Inc. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
Latest CG
- ModelFront Announces Outcome-Based Pricing
- The Carlyle Group Inc. filed SEC Form 8-K: Leadership Update, Regulation FD Disclosure, Financial Statements and Exhibits
- Chief Operating Officer Lobue Lindsay was granted 3,120 shares, increasing direct ownership by 0.44% to 716,205 units (SEC Form 4)
- Co-President Jenkins Mark David was granted 7,634 shares, increasing direct ownership by 0.50% to 1,534,007 units (SEC Form 4)
- Chief Financial Officer Plouffe Justin was granted 4,077 shares, increasing direct ownership by 0.45% to 911,225 units (SEC Form 4)
- Chief Accounting Officer Andrews Charles Elliott Jr. was granted 409 shares, increasing direct ownership by 0.28% to 147,728 units (SEC Form 4)
- Co-President Nedelman Jeffrey was granted 7,733 shares, increasing direct ownership by 0.47% to 1,645,945 units (SEC Form 4)
- General Counsel Ferguson Jeffrey W. was granted 1,274 shares, increasing direct ownership by 0.16% to 783,474 units (SEC Form 4)
- Co-President Redett John C. was granted 10,830 shares, increasing direct ownership by 0.58% to 1,868,256 units (SEC Form 4)
- Chief Executive Officer Schwartz Harvey M was granted 20,743 shares, increasing direct ownership by 0.40% to 5,254,122 units (SEC Form 4)