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| Coastal Bridge Advisors LLC
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| |
|---|---|
| CRD # | 152569 |
| SEC # | 801-70943 |
| CIK # | 0001665976 |
| AUM | $2.8 BB (2024-03-28) |
| Employees | 25 (36% Investors, 0% Brokers) |
| Phone | 203-683-1530 |
| Address | 54 Wilton Road Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BGB | 502.9 | 45.4 | |
| DKNG | 5,580.5 | 20.0 | |
| LZ | 2,323.7 | 16.8 | |
| AAPL | 2,382,844.0 | 13.1 | |
| XOM | 385,508.3 | 12.0 | |
| MSFT | 1,918,222.4 | 7.6 | |
| ARES | 10,310.9 | 6.7 | |
| ABNB | 58,166.8 | 6.7 | |
| TH | 579.7 | 6.3 | |
| KKR | 28,777.0 | 6.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 0.1 |
| (b) Individuals (high net worth individuals) | 222 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,259 | 2.8 |
| By Discretionary | ||
| Discretionary | 4,214 | 2.8 |
| Non-Discretionary | 45 | 0.0 |
| Total | 4,259 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 4,259 | 2.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001665976] |
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|---|---|---|
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Courier Capital LLC
✚
|
NY | 2.9 |
|
Atalanta Sosnoff Management LLC
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NY | 2.9 |
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Envoi LLC
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Leeward Investments LLC
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Private Ocean LLC
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BOK Financial Private Wealth Inc
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McInroy & Wood Limited
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2.8 | |
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Strategic Global Advisors LLC
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