Position in HLNE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$32,036,116
New position
Shares Held
406,395
first reported quarter
Ownership
0.732%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2
of 26 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Asset Management
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $713,952,665 across 17 Asset Management names. HLNE ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
254,085 | $244,317,970 | |
| 2 | AMP |
Ameriprise Financial Inc
|
411,222 | $188,652,203 | |
| 3 | APO |
Apollo Global Management, Inc.
|
1,149,944 | $136,049,873 | |
| 4 | KKR |
KKR & Co. Inc.
|
463,724 | $42,560,587 | |
| 5 | HLNE |
Hamilton Lane INC
This page
|
406,395 | $32,036,116 | |
| 6 | BX |
Blackstone Inc.
|
137,270 | $16,152,559 | |
| 7 | ARES |
Ares Management Corp
|
135,811 | $15,117,122 | |
| 8 | NTRS |
Northern Trust Corp
|
85,800 | $14,915,471 |
All Filings in HLNE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,036,116 | 406,395 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||