Carlyle Tactical Private Credit Fund
TAKAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- CEO
- Brian Marcus
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- One Vanderbilt Ave Ste 3400 New York NY United States of America 10017
- IPO Date
- Apr 19, 2023
- CIK
- 0001725472
- Website
- carlyle.com
- Similar Companies
- Business
- Carlyle Tactical Private Credit Fund (ticker: TAKAX) is a closed-end interval fund that seeks to generate current income through tactical investments across the private credit spectrum, leveraging The Carlyle Group's Global Credit platform. The fund invests at least 80% of its assets in private fixed income and credit instruments, including liquid credit such as broadly syndicated loans; direct lending encompassing first lien loans, second lien loans, unitranche loans, and mezzanine debt; opportunistic credit; structured credit such as collateralized loan obligations; real assets credit; hybrid capital; and distressed credit opportunities. It offers multiple share classes, including Class A (TAKAX), Class N (TAKNX), and Class I (TAKIX), with quarterly liquidity for repurchases, targeting individual and institutional investors seeking diversified private credit exposure that may exhibit lower volatility relative to public markets. Launched on April 18, 2019, following a name change from OFI Carlyle Private Credit Fund on November 4, 2019, the fund operates as a Delaware statutory trust with its principal executive offices at One Vanderbilt Avenue, Suite 3400, New York, New York 10017. It draws on parent firm The Carlyle Group Inc., founded in 1987 and headquartered in Washington, D.C., which manages over $474 billion in assets across global private equity, global credit, and investment solutions segments as of September 30, 2025. The fund's strategy emphasizes dynamic allocation shifts based on market conditions to optimize income and risk-adjusted returns, with a minimum initial investment as low as $2,000 through certain platforms. Recent developments include expanded distribution access through a December 2025 partnership with Willow Wealth Inc. (formerly Yieldstreet), alongside Goldman Sachs and StepStone Group, enabling accredited investors to access the fund with a $10,000 minimum alongside other private market funds totaling $11.7 billion in assets. Carlyle Group bolstered its broader credit capabilities by raising $5.7 billion for a new opportunistic credit fund in December 2024, reflecting heightened focus on private credit amid traditional bank lending declines. These moves underscore the fund's integration within Carlyle's growing global credit franchise, which supports opportunistic deployments across liquid and illiquid credit strategies for resilient portfolio diversification.