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⚲
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| Coastal Bridge Advisors LLC
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|
|
|---|---|
| CRD # | 152569 |
| SEC # | 801-70943 |
| CIK # | 0001665976 |
| AUM | $2.6 BB (2023-03-31) |
| Employees | 24 (46% Investors, 0% Brokers) |
| Phone | 203-683-1530 |
| Address | 54 Wilton Road Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BGB | 502.9 | 43.6 | |
| TH | 579.7 | 31.3 | |
| LZ | 2,323.7 | 24.5 | |
| XOM | 385,508.3 | 10.9 | |
| AAPL | 2,382,844.0 | 10.7 | |
| GBDC | 2,213.1 | 8.1 | |
| ABNB | 58,166.8 | 5.5 | |
| IAU | 5.4 | ||
| ARES | 10,310.9 | 4.7 | |
| MSFT | 1,918,222.4 | 4.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 0.0 |
| (b) Individuals (high net worth individuals) | 246 | 2.5 |
| (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 | 0 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,994 | 2.9 |
| By Discretionary | ||
| Discretionary | 3,966 | 2.8 |
| Non-Discretionary | 28 | 0.0 |
| Total | 3,994 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 3,994 | 2.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001665976] |
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|---|---|---|
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