Position in CG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,078,212
-$494,345 QoQ
Shares Held
49,352
-7.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#178
of 579 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CG 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. CG ranks #8 (3.0% 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
|
34,460 | $3,835,742 | |
| 7 | JFR |
Nuveen Floating Rate Income Fund
|
414,174 | $3,176,714 | |
| 8 | CG |
Carlyle Group Inc.
This page
|
49,352 | $2,078,212 |
All Filings in CG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,078,212 | 49,352 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,572,557 | 53,163 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,263,522 | 55,211 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,519,789 | 56,137 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,037,997 | 59,105 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,595,305 | 59,539 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $2,955,634 | 58,539 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,876,967 | 66,813 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,682,541 | 66,813 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,158,450 | 67,330 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,789,096 | 68,545 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,118,709 | 70,249 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,249,343 | 70,402 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $2,317,790 | 74,623 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,240,804 | 75,094 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,979,266 | 76,597 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,434,432 | 76,893 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $3,585,738 | 73,313 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,928,808 | 71,563 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $3,391,205 | 71,726 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $3,333,824 | 71,726 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,636,647 | 71,726 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,648,568 | 84,242 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,078,250 | 84,242 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,378,642 | 85,256 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,900,480 | 87,782 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||