# Carlyle Aviation Securities Partners LLC

> Carlyle Aviation Securities Partners LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 168456
- Filed as: CARLYLE AVIATION SECURITIES PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168456
- AdvisorCensus page: https://advisorcensus.com/firm/carlyle-aviation-securities-partners-llc-miami-fl-168456

## Quick answers

**How is Carlyle Aviation Securities Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Carlyle Aviation Securities Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Carlyle Aviation Securities Partners LLC located?**
Carlyle Aviation Securities Partners LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Carlyle Aviation Securities Partners LLC registered with the SEC or a state?**
Carlyle Aviation Securities Partners LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 168456.

**How much does Carlyle Aviation Securities Partners LLC manage?**
Carlyle Aviation Securities Partners LLC reports $1,135,964,166 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Carlyle Aviation Securities Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Carlyle Aviation Securities Partners LLC: Regulatory assets under management: $1,011,766,000 in the October 2021 data and $1,135,964,166 in the October 2026 data, up 12%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Carlyle Aviation Securities Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Carlyle Aviation Securities Partners LLC use?**
Carlyle Aviation Securities Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citibank, N.A. as a custodian holding 10% or more of its separately managed account assets.

**Does Carlyle Aviation Securities Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168456

**What changed in Carlyle Aviation Securities Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Citibank, N.A.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,135,964,166
- Discretionary: $1,135,964,166
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $40,491,925 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | Fewer than 5 | $1,095,472,241 |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [casp.aero](https://casp.aero)
- LinkedIn @aag-capital-markets-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,011,766,000 | 5 | March 31, 2021 |
| October 2022 | $980,678,000 | 5 | May 10, 2022 |
| October 2023 | $876,283,500 | 4 | March 31, 2023 |
| October 2024 | $1,132,865,700 | 4 | March 30, 2024 |
| October 2025 | $1,135,765,989 | 4 | March 28, 2025 |
| October 2026 | $1,135,964,166 | 4 | March 31, 2026 |

Regulatory assets under management: $1,011,766,000 in the October 2021 data and $1,135,964,166 in the October 2026 data, up 12%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carlyle Aviation Securities Partners LLC (CRD 168456): Form ADV filing data as of October 2026.