Brian Marcus
Director/Board Member at CARLYLE CREDIT INCOME FUND
Net worth: 266 358 $ as of 29/04/2024
Profile
Brian Marcus is currently a Managing Director at The Carlyle Group LP (Global Credit), a Trustee at Carlyle Credit Income Fund, and the President & Principal Executive Officer at Carlyle Tactical Private Credit Fund.
Previously, he worked as an Executive Director at Morgan Stanley from 2007 to 2015.
He also held positions at Lehman Brothers, Inc. and J.C.
Whitney, Inc. Mr. Marcus completed his undergraduate degree at The Wharton School of the University of Pennsylvania.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Carlyle Tactical Private Credit Fund
 Carlyle Tactical Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous Carlyle Tactical Private Credit Fund is a diversified and closed-end management investment company. It engages in the business of opportunistically allocating assets across a wide range of credit strategies. The company was founded on December 13, 2017 and is headquartered in New York, NY. 0.60% | 30/12/2023 | 31,044 ( 0.60% ) | 266 358 $ | 29/04/2024 |
Brian Marcus active positions
| Companies | Position | Start |
|---|---|---|
| CARLYLE CREDIT INCOME FUND | Director/Board Member | 30/06/2023 |
The Carlyle Group LP (Global Credit)
 The Carlyle Group LP (Global Credit) Investment ManagersFinance The Carlyle Group LP (Global Credit) (Carlyle Group), subsidiary of The Carlyle Group Inc. is a private equity firm founded in 1987 by William E. Conway Jr., Daniel A. D'Aniello and David M. Rubenstein. The firm is headquartered in Washington, DC with offices in North America, South America, Europe, the Middle East, Africa, Asia and Australia. | Private Equity Investor | 30/04/2015 |
Carlyle Tactical Private Credit Fund
Carlyle Tactical Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous Carlyle Tactical Private Credit Fund is a diversified and closed-end management investment company. It engages in the business of opportunistically allocating assets across a wide range of credit strategies. The company was founded on December 13, 2017 and is headquartered in New York, NY. | Chief Executive Officer | 31/03/2020 |
Former positions of Brian Marcus
| Companies | Position | End |
|---|---|---|
| MORGAN STANLEY | Director/Board Member | 29/06/2015 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
J.C. Whitney, Inc.
 J.C. Whitney, Inc. Wholesale DistributorsDistribution Services J.C. Whitney, Inc. distributes automotive parts and accessories. It serves automobiles, trucks, jeeps, motorcycles and sport compact cars. The company was founded by Israel Warshawsky in 1915 and is headquartered in LaSalle, IL. | Sales & Marketing | - |
Training of Brian Marcus
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 5 |
|---|---|
J.C. Whitney, Inc.
J.C. Whitney, Inc. Wholesale DistributorsDistribution Services J.C. Whitney, Inc. distributes automotive parts and accessories. It serves automobiles, trucks, jeeps, motorcycles and sport compact cars. The company was founded by Israel Warshawsky in 1915 and is headquartered in LaSalle, IL. | Distribution Services |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Carlyle Credit Income Fund
 Carlyle Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Carlyle Credit Income Fund is an externally manages closed-end fund, which engages in the investment in primarily equity and junior debt tranches of collateralized loan obligations. The company was founded on April 8, 2011 and is headquartered in New York, NY. | Miscellaneous |
The Carlyle Group LP (Global Credit)
The Carlyle Group LP (Global Credit) Investment ManagersFinance The Carlyle Group LP (Global Credit) (Carlyle Group), subsidiary of The Carlyle Group Inc. is a private equity firm founded in 1987 by William E. Conway Jr., Daniel A. D'Aniello and David M. Rubenstein. The firm is headquartered in Washington, DC with offices in North America, South America, Europe, the Middle East, Africa, Asia and Australia. | Finance |
Carlyle Tactical Private Credit Fund
Carlyle Tactical Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous Carlyle Tactical Private Credit Fund is a diversified and closed-end management investment company. It engages in the business of opportunistically allocating assets across a wide range of credit strategies. The company was founded on December 13, 2017 and is headquartered in New York, NY. | Miscellaneous |
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