Position in ARES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$374,649
-$47,851 QoQ
Shares Held
3,434
+31.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Klingman & Associates, LLC holds $6,671,699 across 9 Asset Management names. ARES ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
12,243 | $1,772,663 | |
| 2 | BX |
Blackstone Inc.
|
13,362 | $1,536,496 | |
| 3 | BLK |
BlackRock, Inc.
|
862 | $828,994 | |
| 4 | ASST |
Strive, Inc.
|
73,766 | $739,135 | |
| 5 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
48,010 | $529,070 | |
| 6 | ARES |
Ares Management Corp
This page
|
3,434 | $374,649 | |
| 7 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
27,788 | $351,796 | |
| 8 | KKR |
KKR & Co. Inc.
|
3,083 | $285,177 |
All Filings in ARES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $374,649 | 3,434 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $422,500 | 2,614 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $415,074 | 2,596 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $524,449 | 3,028 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $386,463 | 2,636 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $900,374 | 5,086 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $810,056 | 5,198 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||