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| Coastal Bridge Advisors LLC
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|---|---|
| CRD # | 152569 |
| SEC # | 801-70943 |
| CIK # | 0001665976 |
| AUM | 5,020.9 M (2026-03-26) |
| Employees | 46 (54% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-683-1530 |
| Address | 54 Wilton Road Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 56.9 | ||
| Lionsgate Studios Holding Corp | 48.2 | ||
| Alphabet Inc | 39.0 | ||
| Nvidia Corp | 30.3 | ||
| Microsoft Corp | 28.0 | ||
| Amazon Com Inc | 27.5 | ||
| Blackstone Strategic Credit Fund | 27.3 | ||
| iShares Comex Gold Trust | 25.0 | ||
| Alphabet Inc | 20.0 | ||
| Golub Capital BDC Inc | 16.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,267 | 0.6 |
| (b) Individuals (high net worth individuals) | 579 | 3.8 |
| (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 | 107 | 0.3 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 8 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,505 | 5.0 |
| By Discretionary | ||
| Discretionary | 11,204 | 4.8 |
| Non-Discretionary | 301 | 0.2 |
| Total | 11,505 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 4.8 | |
| Total | 11,505 | 5.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001665976] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Clients | 10 |
| Serves | Institutional, Retail |
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