Wednesday, September 29, 2010

DBD Investors V: The Fattening

The Carlyle Group's three leaders, David Rubenstein, Bill Conway and Daniel D'Aniello, are known within the firm as "DBD."  Their DBD Investors V, LLC is flush with resources.  SEC filings show.

9-28-10  Coresite Realty--roughly 25.3 million shares, valued at $408 million
8-5-10 Triumph Group--over 5 million shares, valued at $336 million

DBD Investors V is having a very good year.  It reflects a tiny part of The Carlyle Group's great cash in.  This data calls into question Fortune's estimate for the DBD's.