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COASTAL BRIDGE ADVISORS
Legal name: COASTAL BRIDGE ADVISORS, LLC
CRD 152569File 801-70943
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.02B
Top 25% of cohort (national)
Discretionary AUM
$4.81B
Non-discretionary $215.5M
Clients
1,997
11,505 accounts
Employees
46
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 1, 2009
- Principal office
- 54 WILTON ROAD, 1ST FLOOR, WESTPORT, CT, 06880
- Phone
- 203-683-1530
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.02B
- Discretionary AUM
- $4.81B
- Non-discretionary AUM
- $215.5M
- Discretionary accounts
- 11,204
- Non-discretionary accounts
- 301
- Total accounts
- 11,505
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $24.9M |
| Insurance companies | Fewer than 5 | $189.3M |
| Charitable organizations | 12 | $10.8M |
| High net worth individuals | 579 | $3.85B |
| Pension and profit sharing plans | 107 | $254.4M |
| State or municipal government entities | 8 | $119.8M |
| Individuals (other than high net worth individuals) | 1,267 | $573.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REV. SHARING W/FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.