Economics

Carried Interest / Carry

Carried Interest

The share of fund profits (typically 20%) paid to the GP as performance compensation.

Carried interest (or "carry") is the GP's share of fund profits, typically 20% of gains above a preferred return hurdle. It's the primary performance incentive for fund managers.

How carry works

  • 1. Fund generates investment profits
  • 2. LPs receive their capital back first
  • 3. LPs receive preferred return (typically 8%)
  • 4. GP receives catch-up to reach 20% of profits
  • 5. Remaining profits split 80/20 (LP/GP)

Carry terms

  • Hurdle rate: Minimum return before carry kicks in (often 8%)
  • Catch-up: GP receives 100% of profits until reaching 20%
  • Clawback: GP must return excess carry if fund underperforms

Economic significance

  • Carry aligns GP and LP interests, but has been criticized when earned on unrealized gains or when GPs take excessive risk.
Formula
Carry = 20% × (Total Profits - Preferred Return to LPs)
Example

A fund that generates $500M in profits above its hurdle rate would pay approximately $100M in carried interest to the GP.