Randolph B. Brown, Authorized Signatory

0000945621-25-000731.txt : 20250811 0000945621-25-000731.hdr.sgml : 20250811 20250811155007 ACCESSION NUMBER: 0000945621-25-000731 CONFORMED SUBMISSION TYPE: SCHEDULE 13G PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20250811 DATE AS OF CHANGE: 20250811 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Carlyle Tactical Private Credit Fund CENTRAL INDEX KEY: 0001725472 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SCHEDULE 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-93597 FILM NUMBER: 251201832 BUSINESS ADDRESS: STREET 1: ONE VANDERBILT AVE STE 3400 CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 833-677-3646 MAIL ADDRESS: STREET 1: ONE VANDERBILT AVE STE 3400 CITY: NEW YORK STATE: NY ZIP: 10017 FORMER COMPANY: FORMER CONFORMED NAME: OFI Carlyle Private Credit Fund DATE OF NAME CHANGE: 20180418 FORMER COMPANY: FORMER CONFORMED NAME: Carlyle Global Private Credit Fund DATE OF NAME CHANGE: 20180418 FORMER COMPANY: FORMER CONFORMED NAME: OFI Carlyle Global Private Credit Fund DATE OF NAME CHANGE: 20171214 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Sun Life Assurance Co of Canada CENTRAL INDEX KEY: 0001381352 ORGANIZATION NAME: EIN: 381082080 STATE OF INCORPORATION: A6 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SCHEDULE 13G BUSINESS ADDRESS: STREET 1: ONE YORK STREET CITY: TORONTO STATE: A6 ZIP: M5J 0B6 BUSINESS PHONE: 416-979-9966 MAIL ADDRESS: STREET 1: ONE YORK STREET CITY: TORONTO STATE: A6 ZIP: M5J 0B6 FORMER COMPANY: FORMER CONFORMED NAME: Sun Life Assurance CO of Canada DATE OF NAME CHANGE: 20061117 SCHEDULE 13G 1 primary_doc.xml SCHEDULE 13G 0001381352 XXXXXXXX LIVE Mandatory Redeemable Preferred Shares 06/30/2025 0001725472 Carlyle Tactical Private Credit Fund 143106B*2* One Vanderbilt Avenue Suite 3400 New York NY 10017 Rule 13d-1(b) Sun Life Assurance Co of Canada A6 1560000 0 1560000 0 1560000 N 5.2 CO FI IC * This filing relates to the following CUSIP numbers: 143106B*2 (Series F), 143106B@0 (Series G), 143106B#8 (Series H) and 143106C#7 (Series K). Sun Life Financial Inc A6 0 1560000 0 1560000 1560000 N 5.2 CO FI HC * This filing relates to the following CUSIP numbers: 143106B*2 (Series F), 143106B@0 (Series G), 143106B#8 (Series H) and 143106C#7 (Series K). Carlyle Tactical Private Credit Fund One Vanderbilt Avenue, Suite 3400, New York, New York, 10017 (i) Sun Life Assurance Company of Canada ("SLA") (ii) Sun Life Financial Inc. ("SLF") SLA and SLF: One York Street Toronto, Ontario, Canada M5J 0B6 SLA and SLF: Canada N FI HC Insurance Company (i) SLA: 1,560,000 (ii) SLF: 1,560,000 (i) SLA: 5.2% (ii) SLF: 5.2% (i) SLA: 1,560,000 (ii) SLF: 0 (i) SLA: 0 (ii) SLF: 1,560,000 (i) SLA: 1,560,000 (ii) SLF: 0 (i) SLA: 0 (ii) SLF: 1,560,000 Y Y Y Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. By signing below I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to Insurance Company is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution(s). I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D. Joint Filing Agreement Sun Life Assurance Co of Canada /s/ Randolph B. Brown Randolph B. Brown, Authorized Signatory 08/11/2025 /s/ Brett W. Pacific Brett W. Pacific, Authorized Signatory 08/11/2025 Sun Life Financial Inc Randolph B. Brown Randolph B. Brown, Authorized Signatory 08/11/2025 /s/ Brett W. Pacific Brett W. Pacific, Authorized Signatory 08/11/2025 Exhibit 1 - Joint Filing Agreement EX-1 2 carlyleagt.htm JOINT FILING AGREEMENT

EXHIBIT 1

WHEREAS, in accordance with Rule 13d-1(k)(1) under the Securities and Exchange Act of 1934 (the "Act"), only one joint Statement and any amendments thereto need to be filed whenever one or more persons are required to file such a Statement or any amendments thereto pursuant to Section 13(d) of the Act with respect to the same securities, provided that said persons agree in writing that such Statement or amendments thereto is filed on behalf of each of them;

NOW, THEREFORE, the parties hereto agree as follows:

Sun Life Assurance Company of Canada and Sun Life Financial Inc. do hereby agree, in accordance with Rule 13d-1(k)(1) under the Act, to file a Statement on Schedule 13G relating to their ownership of the securities of the Issuer, and do hereby further agree that said Statement on Schedule 13G shall be filed on behalf of each of them.

	Sun Life Assurance Company of Canada

Date: August 11, 2025	By:	/s/ Randolph B. Brown
	Name:	Randolph B. Brown
	Title:	Authorized Signatory

	By:	/s/ Brett W. Pacific
Date: August 11, 2025	Name:	Brett W. Pacific
	Title:	Authorized Signatory


	Sun Life Financial Inc.

Date: August 11, 2025	By:	/s/ Randolph B. Brown
	Name:	Randolph B. Brown
	Title:	Authorized Signatory

Date: August 11, 2025	By:	/s/ Brett W. Pacific
	Name:	Brett W. Pacific
	Title:	Authorized Signatory