Carlyle Aviation Securities Partners LLC (Miami)

Name: Carlyle Aviation Securities Partners LLC
Address: 848 Brickell Avenue, Miami, FL, 33131 2946
Telephone: 305-504-8777

Carlyle Aviation Securities Partners LLC is a large advisory firm based in Miami. It manages $889.68 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Florida.

Carlyle Aviation Securities Partners provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and us sub advisor to non us parent undertaking. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Carlyle Aviation Securities Partners: assets under management

The assets under management (AUM) of Carlyle Aviation Securities Partners LLC is $889.68 million. The firm's AUM has grown by 0% since the beginning of its operation, and $489.68 million of the total AUM is attributable to clients outside of the United States.

The firm manages $702.85 million in discretionary accounts and $186.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.35 million.

Investments

The firm invests in investment grade corporate bonds the most. They account for 95% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carlyle Aviation Securities Partners LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert Geoffrey Korn serves?

The firm provides services to insurance companies, pooled investment vehicles, and banking or thrift institutions. The largest group of clients of Robert Geoffrey Korn is insurance companies with 1 clients and $400 million of assets under management. Among the 6 most similar advisory firms, Carlyle Aviation Securities Partners has the highest percentage of insurance companies out of all clients.

The amount of regulatory assets under management is $889.68 million for 11 clients. 91% of the firm’s clients are foreign persons or businesses.

Carlyle Aviation Securities Partners also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Carlyle Aviation Securities Partners LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Robert Geoffrey Korn has been acting as President since 1 Feb 2013. L.L.C. Tc Group joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Carlyle Aviation Partners Ltd.	Member	1 Feb 2013	75% - 100%	98-0534448
Robert Geoffrey Korn	President	1 Feb 2013	Other	6246759
William Davis Hoffman	Manager	1 Feb 2013	Other	6246764
Javier Nmn Meireles	Treasurer	1 Feb 2013	Other	6246768
Zechariah Clifton Dameron	Secretary	1 Aug 2016	Other	6694172
Jason Alexander Avdenko	Chief compliance officer	1 May 2018	Other	5806961

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Carlyle Holdings I L.P.	Member	1 Dec 2000	75% - 100%	54-1686957
Carlyle Group Management L.L.C.	General partner	1 Jul 2011	Other	45-2831199
Carlyle Holdings I Gp Sub L.L.C.	General partner	1 Nov 2011	75% - 100%	61-1675874
Carlyle Holdings I Gp Inc.	Member	1 Nov 2011	75% - 100%	80-0784146
The Carlyle Group L.P.	Shareholder	1 Nov 2011	75% - 100%	45-2832612
L.L.C. Tc Group	Shareholder	1 Dec 2018	75% - 100%	54-1686957

Based in Miami

The principal office where Carlyle Aviation Securities Partners LLC performs its advisory services is located at 848 Brickell Avenue, Miami, FL 33131 2946, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-504-8777. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at casp.aero.