Position in CG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,572,557
-$690,965 QoQ
Shares Held
53,163
-3.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Coastal Bridge Advisors, LLC holds $72,441,885 across 17 Asset Management names. CG ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGB |
Blackstone Strategic Credit 2027 Term Fund
|
2,451,500 | $27,334,225 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
1,292,404 | $16,361,834 | |
| 3 | BX |
Blackstone Inc.
|
48,163 | $5,538,263 | |
| 4 | KKR |
KKR & Co. Inc.
|
46,823 | $4,331,127 | |
| 5 | ARES |
Ares Management Corp
|
35,845 | $3,910,689 | |
| 6 | APO |
Apollo Global Management, Inc.
|
34,480 | $3,841,761 | |
| 7 | JFR |
Nuveen Floating Rate Income Fund
|
406,970 | $3,060,414 | |
| 8 | CG |
Carlyle Group Inc.
This page
|
53,163 | $2,572,557 |
All Filings in CG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||