Brian Marcus

Director/Board Member at CARLYLE CREDIT INCOME FUND

Net worth: 559 916 $ as of 31/08/2026

Finance

Miscellaneous

Retail Trade

Profile

Brian Marcus is Managing Director & Partner at Carlyle Global Credit Investment Management LLC since 2015.
Mr. Marcus is Managing Director & Partner at The Carlyle Group LP (Global Credit) since 2015.
Mr. Marcus is Trustee at Carlyle Credit Income Fund since 2023.
Mr. Marcus is President, Chief Executive & Risk Officer at Carlyle Tactical Private Credit Fund since 2020.
Mr. Marcus was Executive Director at Morgan Stanley from 2007 to 2015.
Mr. Marcus was Principal at Lehman Brothers, Inc. Mr. Marcus was Manager-Internet Marketing at J.C.
Whitney, Inc. Mr. Marcus completed undergraduate studies at The Wharton School of the University of Pennsylvania in 2005.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
Carlyle Tactical Private Credit Fund Carlyle Tactical Private Credit Fund Financial ConglomeratesFinance Provides investment services 1.34%	31/12/2025	69,728 ( 1.34% )	559 916 $	31/08/2026

Brian Marcus active positions

Companies	Position	Start
CARLYLE CREDIT INCOME FUND	Director/Board Member	01/07/2023
The Carlyle Group LP (Global Credit) The Carlyle Group LP (Global Credit) Investment ManagersFinance Carlyle Group seeks investment opportunities in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing in the form of debt and equity.	Private Equity Investor	01/06/2015
Carlyle Tactical Private Credit Fund Carlyle Tactical Private Credit Fund Financial ConglomeratesFinance Provides investment services	Chief Executive Officer	01/04/2020
Carlyle Global Credit Investment Management LLC Carlyle Global Credit Investment Management LLC Investment ManagersFinance CGCIM is a diversified multi-product global investment firm that offers specialized investment funds and other investment vehicles that invest across a range of industries, geographies, asset classes and investment strategies. The firm employs a rigorous, bottom-up fundamental research model focused on cash flow generation, catalysts to realizing estimated economic intrinsic value and return convexity.	Portfolio Manager-Fixed Income	01/06/2015

All active positions of Brian Marcus

Former positions of Brian Marcus

Companies	Position	End
MORGAN STANLEY	Director/Board Member	30/06/2015
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
J.C. Whitney, Inc. J.C. Whitney, Inc. Specialty StoresRetail Trade Retails automotive parts and accessories through online	Sales & Marketing	-

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Education of Brian Marcus

Experiences
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Linked companies

Private companies	8
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
Carlyle Credit Income Fund Carlyle Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
J.C. Whitney, Inc. J.C. Whitney, Inc. Specialty StoresRetail Trade Retails automotive parts and accessories through online	Retail Trade
The Carlyle Group LP (Global Credit) The Carlyle Group LP (Global Credit) Investment ManagersFinance Carlyle Group seeks investment opportunities in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing in the form of debt and equity.	Finance
Carlyle Global Credit Investment Management LLC Carlyle Global Credit Investment Management LLC Investment ManagersFinance CGCIM is a diversified multi-product global investment firm that offers specialized investment funds and other investment vehicles that invest across a range of industries, geographies, asset classes and investment strategies. The firm employs a rigorous, bottom-up fundamental research model focused on cash flow generation, catalysts to realizing estimated economic intrinsic value and return convexity.	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Carlyle Tactical Private Credit Fund Carlyle Tactical Private Credit Fund Financial ConglomeratesFinance Provides investment services	Finance