09/30/2025 | Press release | Distributed by Public on 09/30/2025 11:36
New York and Buenos Aires - September 30, 2025 - Global investment firm Carlyle (NASDAQ: CG) and BECON Investment Management ("BECON") today announced a strategic distribution partnership focused on Latin America and the US offshore wealth market. This partnership brings together Carlyle's global investment capabilities with BECON's deep expertise in regional distribution and its strong understanding of the Latin American wealth ecosystem.
The partnership aims to meet the increasing demand for alternative investments among qualified and high-net-worth investors in the region. Distribution will cover select Latin American markets (excluding Brazil and Chile), and the broader US offshore market, with an emphasis on key wealth centers such as Miami, New York, Texas, and California. Through this partnership, BECON will distribute three of Carlyle's most innovative semi-liquid vehicles via wealth management platforms, including broker-dealers, private banks, family offices, and multi-family offices.
This partnership represents a significant step in expanding access to institutional-quality private market strategies. Both firms are committed to delivering long-term value and innovation to investors seeking diversification, performance, and liquidity in today's evolving market landscape.
"We are pleased to partner with BECON to bring Carlyle solutions to a broader range of qualified investors across Latin America," said Shane Clifford, Head of Global Wealth at Carlyle. "The demand for alternative assets continues to accelerate in Latin America, yet access remains fragmented. By combining Carlyle's capabilities with BECON's strong relationships across the wealth channel, this partnership significantly expands the reach of our platform and helps democratize access to quality private strategies."
"We are proud to work alongside Carlyle, one of the most respected names in global private markets," said Fred Bates, Managing Director at BECON. "Through this alliance, we can offer differentiated, institutional-caliber strategies that respond to the evolving needs of our clients and their portfolios."
As part of this collaboration, Carlyle and BECON will launch a series of initiatives to enhance financial literacy and strengthen advisor expertise. The program will feature webinars and live events, targeted educational content, and technical training to support wealth managers and financial advisors in navigating alternative assets.
"Our goal is not only to distribute products, but to foster knowledge and trust around alternative assets," said Lucas Martins, Managing Director at BECON. "Education is key to building long-term relationships and helping advisors serve their clients better."
"We see this partnership as a bridge between global innovation and regional opportunity. Empowering advisors with the right tools and insights is at the heart of our mission," said Juan Fagotti, Managing Director at BECON.
About Carlyle
Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across its business and conducts its operations through three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. With $465 billion of assets under management as of June 30, 2025, Carlyle's purpose is to invest wisely and create value on behalf of its investors, portfolio companies, and the communities in which we live and invest. Carlyle employs more than 2,300 people in 27 offices across four continents. Further information is available at https://www.carlyle.com. Follow Carlyle on X @OneCarlyle and LinkedIn at The Carlyle Group.
About BECON Investment Management
Becon Investment Management is an exclusive independent third party distributor focused on the US Offshore and Latin American markets. The team has operated in the Americas for decades, achieving market leadership status for some of the world's leading investment managers. Becon operates in the following key markets: Argentina, Uruguay, Paraguay, Chile, Brazil, Peru, Colombia, Venezuela, Ecuador, Bolivia, Panama, Caribbean, Mexico and US Offshore. The team has spent years building relationships with professional investors from a variety of backgrounds including institutional pension funds, private banks, brokerage houses, insurance providers, family offices, and independent financial advisors.
Media Contacts:
Carlyle
Kristen Ashton
+1 212-813-4763
BECON
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