The global investment firm Carlyle and BECON Investment Management announced on Tuesday a strategic distribution alliance focused on Latin America and the U.S. offshore wealth market, according to a joint statement from both firms.
“This alliance brings together Carlyle’s global investment capabilities with BECON’s deep expertise in regional distribution and strong knowledge of the Latin American wealth ecosystem,” the statement adds.
The alliance aims to meet the growing demand for alternative investments among qualified and high-net-worth investors in the region. The distribution will cover select Latin American markets (excluding Brazil and Chile) and the U.S. offshore market in general, with an emphasis on key wealth centers such as Miami, New York, Texas, and California. Through the agreement, BECON will distribute three of Carlyle’s most innovative semi-liquid vehicles through wealth management platforms, including broker-dealers, private banks, family offices, and multi-family offices.
“This alliance 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,” the firms stated.
“We are pleased to partner with BECON to bring Carlyle’s solutions to a broader range of qualified investors in Latin America,” said Shane Clifford, head of global wealth at Carlyle. “Demand for alternative assets continues to accelerate in Latin America, but access remains fragmented. By combining Carlyle’s capabilities with BECON’s strong relationships in the wealth channel, this alliance significantly expands the reach of our platform and helps democratize access to high-quality private strategies,” he added.
“We are proud to work alongside Carlyle, one of the most respected firms in global private markets,” said Fred Bates, managing director at BECON. “Through this alliance, we can offer differentiated, institutional-caliber strategies that address the evolving needs of our clients and their portfolios,” he added.
Financial Education Programs
As part of this collaboration, Carlyle and BECON will launch a series of initiatives to enhance financial education and strengthen the advisor experience. The program will include webinars and live events, targeted educational content, and technical training to support wealth managers and financial advisors in exploring the alternative assets market.
“Our goal is not just to distribute products, but also to foster knowledge and confidence around alternative assets,” said Lucas Martins, managing director at BECON. “Education is key to building long-term relationships and helping advisors better serve their clients,” he noted.
“We see this alliance as a bridge between global innovation and regional opportunity. Empowering advisors with the right tools and knowledge is fundamental to our mission,” added Juan Fagotti, managing director at BECON.
Carlyle is a global investment firm with broad industry experience, investing private capital across three business segments: global private equity, global credit, and Carlyle AlpInvest. With $453 billion in assets under management as of March 31, 2025, the firm has more than 2,300 employees in 29 offices across four continents.
BECON Investment Management is an independent, exclusive third-party distributor focused on the U.S. offshore and Latin American markets. BECON operates in key markets including Argentina, Uruguay, Paraguay, Chile, Brazil, Peru, Colombia, Venezuela, Ecuador, Bolivia, Panama, the Caribbean, Mexico, and the U.S. offshore market. The team has spent years building relationships with professional investors from diverse backgrounds, including institutional pension funds, private banks, broker-dealers, insurance providers, family offices, and independent financial advisors.
