Skip to main content

Corient Private Wealth LLC

Position in NMFC — New Mountain Finance Corp

CIK 1948780 MIAMI, FL

Position in NMFC

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$6,761,256
-$688,547 QoQ
Shares Held
871,296
+7.7% QoQ
Ownership
0.922%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NMFC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $766,572,305 across 118 Asset Management names. NMFC ranks #20 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NMFC

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,761,256 871,296
2025-12-31 $7,449,803 808,882
2024-12-31 $210,820 18,723
2024-09-30 $142,693 11,911
2024-06-30 $263,625 21,538
2024-03-31 $282,921 22,330
2023-12-31 $339,725 26,708
2023-09-30 $365,669 28,237
2023-06-30 $331,588 26,655
2023-03-31 $374,860 30,802
2022-12-31 $379,053 30,643