Global investment firm Carlyle and BECON Investment Management have announced a new strategic distribution partnership aimed at Latin America and the US offshore wealth market. The collaboration will combine Carlyle’s global investment expertise with BECON’s regional distribution knowledge and understanding of the Latin American wealth landscape.

The initiative is designed to address the growing interest in alternative investments among qualified and high-net-worth investors in these regions. Distribution will focus on select Latin American markets, excluding Brazil and Chile, as well as major US offshore centers such as Miami, New York, Texas, and California. Through this agreement, BECON will distribute three of Carlyle’s semi-liquid investment vehicles through various wealth management platforms, including broker-dealers, private banks, family offices, and multi-family offices.

Both companies state that this partnership marks an important move toward making institutional-quality private market strategies more accessible. They emphasize their commitment to delivering long-term value and innovation for investors seeking diversification, performance, and liquidity.

“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 their collaboration, Carlyle and BECON plan to introduce initiatives aimed at improving financial literacy and advisor expertise. These efforts will include webinars, live events, educational content tailored for advisors, and technical training focused on 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.

Carlyle manages $465 billion in assets as of June 30, 2025. The firm operates through three business segments: Global Private Equity, Global Credit, and Carlyle AlpInvest. It employs over 2,300 people across 27 offices worldwide.

BECON Investment Management acts as an independent third-party distributor for US Offshore and Latin American markets. Its team has experience working with professional investors from institutional pension funds to family offices throughout key countries in the Americas.