Carlyle Tactical Private Credit Fund
TAKNX
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
- Aug 3, 2020
- CIK
- 0001725472
- Website
- carlyle.com
- Similar Companies
- Business
- Carlyle Tactical Private Credit Fund (ticker: TAKNX) operates as a closed-end interval fund that seeks to generate high current income and long-term capital appreciation through investments in private fixed income securities and credit instruments; it allocates at least 80% of its assets to a diversified portfolio across private credit strategies including direct lending, opportunistic credit, liquid credit, real assets credit, hybrid capital, and structured credit. The fund tactically shifts allocations based on market conditions, leveraging The Carlyle Group's Global Credit platform with approximately $188 billion in assets under management as of early 2024, and offers share classes such as Class N (TAKNX), Class A (TAKAX), Class I (TAKIX), and Class U (TAKUX). Founded in 2019 with an inception date of April 18 and headquartered at One Vanderbilt Avenue, Suite 3400, New York, New York, the fund primarily targets sophisticated individual and retail investors seeking income with lower volatility relative to public markets, providing quarterly liquidity through interval redemptions. Recent developments include a strategic partnership announced in November 2025 with Willow, a wealth management platform backed by Peter Thiel, enabling access to the fund alongside Goldman Sachs and StepStone vehicles for investors with a $10,000 minimum, marking a push into lower-minimum evergreen private credit for retail channels. Carlyle has expanded its private credit offerings, such as launching a European Private Credit Strategy in early 2024 for high-net-worth individuals with monthly subscriptions and quarterly redemptions, and raised $5.7 billion for a new flagship opportunistic credit fund in December 2024. The Global Credit unit reported record fee-related earnings of nearly $240 million in Q2 2025 amid expansions in asset-based finance and insurance, while the fund maintained stable performance with year-to-date returns around 16% as of mid-2025 and ongoing quarterly distributions.