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| Happy Holidays!! thanks for using AUM13F!! |
| Coastal Bridge Advisors LLC
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| CRD # | 152569 |
| SEC # | 801-70943 |
| CIK # | 0001665976 |
| AUM | $4.6 B (2025-07-02) |
| Employees | 46 (48% Investors, 0% Brokers) |
| Phone | 203-683-1530 |
| Address | 54 Wilton Road Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001665976 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 43.4 | ||
| Microsoft Corp | 38.0 | ||
| Blackstone Strategic Credit Fund | 35.1 | ||
| Amazon Com Inc | 28.2 | ||
| Nvidia Corp | 27.7 | ||
| Alphabet Inc | 24.4 | ||
| Exxon Mobil Corp | 16.0 | ||
| Facebook Inc | 14.8 | ||
| Honeywell International Inc | 14.0 | ||
| J P Morgan Chase & Co | 13.4 | ||
| iShares Comex Gold Trust | 13.3 | ||
| Alphabet Inc | 13.1 | ||
| AbbVie Inc | 11.3 | ||
| Palo Alto Networks Inc | 11.2 | ||
| Legalzoomcom Inc | 11.0 | ||
| Johnson & Johnson | 9.7 | ||
| Wal Mart Stores Inc | 8.8 | ||
| ASML Holding NV | 8.7 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 960 | 0.4 |
| (b) Individuals (high net worth individuals) | 483 | 3.5 |
| (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 | 96 | 0.2 |
| (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 | 3 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,000 | 4.6 |
| By Discretionary | ||
| Discretionary | 8,837 | 4.4 |
| Non-Discretionary | 163 | 0.2 |
| Total | 9,000 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 9,000 | 4.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001665976] |
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|---|---|---|
|
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Graypoint LLC
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NY | 4.6 |
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Spire Wealth Management LLC
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Heritage Wealth Advisors LLC
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BC Advisors LLC
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TCI Wealth Advisors Inc
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AZ | 4.5 |
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Clearwater Advisors LLC
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ID | 4.5 |
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Waldron Private Wealth LLC
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