Investment adviser · CRD 152569
COASTAL BRIDGE ADVISORS
Investment adviser filing (IA)
COASTAL BRIDGE ADVISORS, LLC
WESTPORT, CT, United States · Form ADV filed Jul 22, 2026
- Regulatory AUM
- $5.02B Form ADV · Item 5.F
- Client accounts
- 11,505 Accounts, not individual clients
- Employees
- 46 Reported in this filing
- Advisory professionals
- 25 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 579 | $3,848,084,941 | 76.6% |
| Individuals | 1,267 | $573,596,864 | 11.4% |
| Retirement plans | 107 | $254,357,605 | 5.1% |
| Insurance companies | Fewer than 5 | $189,337,599 | 3.8% |
| Government entities | 8 | $119,832,949 | 2.4% |
| Corporations & businesses | 24 | $24,918,162 | 0.5% |
| Charities | 12 | $10,751,585 | 0.2% |
Filing source
Form ADV 2119636 · Jul 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
54 WILTON ROAD, 1ST FLOORWESTPORT, CT, 06880, United States
CRD 152569
Filing source
Form ADV 2119636 · Jul 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.