Chicago Partners Investment Group LLC
Position in ARES — Ares Management Corp
CIK 1563525
CHICAGO, IL
Position in ARES
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,985,120
+$577,273 QoQ
Shares Held
35,802
+14.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#244
of 799 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $144,244,556 across 65 Asset Management names. ARES ranks #11 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
225,726 | $26,561,178 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
392,282 | $16,707,290 | |
| 3 | ARCC |
Ares Capital Corp
|
571,386 | $10,587,782 | |
| 4 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
468,773 | $9,919,236 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
|
1,043,303 | $9,775,749 | |
| 6 | KKR |
KKR & Co. Inc.
|
85,222 | $7,821,675 | |
| 7 | NUV |
Nuveen Municipal Value Fund Inc
|
713,350 | $6,577,087 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
532,185 | $5,784,850 |
All Filings in ARES
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,985,120 | 35,802 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,407,847 | 31,236 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,192,035 | 25,936 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,977,103 | 24,874 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,888,686 | 22,452 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,083,501 | 21,032 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,134,804 | 12,059 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $996,129 | 6,392 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $840,063 | 6,303 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $786,443 | 5,914 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $625,519 | 5,260 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $510,646 | 4,964 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $477,703 | 4,958 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $384,741 | 4,611 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $245,631 | 3,589 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||