Position in ARES
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,835,742
-$74,947 QoQ
Shares Held
34,460
-3.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#247
of 799 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $68,788,149 across 16 Asset Management names. ARES ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
2,259,024 | $25,526,971 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
1,193,180 | $15,368,158 | |
| 3 | BX |
Blackstone Inc.
|
45,665 | $5,373,400 | |
| 4 | APO |
Apollo Global Management, Inc.
|
33,450 | $3,957,469 | |
| 5 | KKR |
KKR & Co. Inc.
|
43,078 | $3,953,698 | |
| 6 | ARES |
Ares Management Corp
This page
|
34,460 | $3,835,742 | |
| 7 | JFR |
Nuveen Floating Rate Income Fund
|
414,174 | $3,176,714 | |
| 8 | CG |
Carlyle Group Inc.
|
49,352 | $2,078,212 |
All Filings in ARES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,835,742 | 34,460 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,910,689 | 35,845 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,869,755 | 36,316 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,964,376 | 37,303 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,485,184 | 43,217 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,435,299 | 43,894 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $7,815,874 | 44,150 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,714,080 | 49,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,699,852 | 50,269 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $6,702,192 | 50,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,018,541 | 50,610 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,572,262 | 54,168 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,227,565 | 54,256 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $4,738,974 | 56,795 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,956,242 | 57,806 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,740,355 | 60,377 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,563,586 | 62,673 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $5,273,857 | 64,925 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,339,439 | 65,700 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $5,371,353 | 72,753 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $4,626,363 | 72,753 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,078,031 | 72,783 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,077,870 | 86,671 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,504,979 | 86,714 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,541,637 | 89,210 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,850,818 | 92,170 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||