COASTAL BRIDGE ADVISORS, LLC
Legal name: COASTAL BRIDGE ADVISORS
CRD #152569 SEC #801-70943 WESTPORT, CT 203-683-1530
SEC Registered
Total AUM
$4.6B
Discretionary
$4.4B
Employees
46
Clients
251
Accounts
9,000
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $4.6B | $4.4B | $175.5M | 46 | 0 |
| Apr 2025 | $4.6B | $4.4B | $175.5M | 46 | 0 |
| Mar 2025 | $4.6B | $4.4B | $175.5M | 46 | 0 |
| Jan 2025 | $2.8B | $2.8B | $31.5M | 25 | 0 |
| Apr 2024 | $2.8B | $2.8B | $31.5M | 25 | 0 |
| Apr 2024 | $2.8B | $2.8B | $31.5M | 25 | 0 |
| Mar 2024 | $2.8B | $2.8B | $31.5M | 25 | 0 |
| Dec 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Dec 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Sep 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Sep 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Sep 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Sep 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Sep 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Aug 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Jun 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Jun 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Jun 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Apr 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Mar 2023 | $2.6B | $2.6B | $15M | 26 | 1 |
| Feb 2023 | $2.9B | $2.8B | $12.4M | 24 | 2 |
| Nov 2022 | $2.9B | $2.8B | $12.4M | 24 | 2 |
| Sep 2022 | $2.9B | $2.8B | $12.4M | 24 | 2 |
| Apr 2022 | $2.9B | $2.8B | $12.4M | 24 | 2 |
| Apr 2021 | $2.8B | $2.8B | $8M | 21 | 2 |
| Mar 2021 | $2.8B | $2.8B | $8M | 21 | 2 |
| Oct 2020 | $2.1B | $2.1B | $5M | 20 | 0 |
| Jun 2020 | $2.1B | $2.1B | $5M | 20 | 0 |
| Apr 2020 | $2.1B | $2.1B | $5M | 20 | 0 |
| Oct 2019 | $2.1B | $2.1B | $0 | 20 | 0 |
| Sep 2019 | $2.1B | $2.1B | $0 | 20 | 0 |
| Mar 2019 | $2.1B | $2.1B | $0 | 20 | 0 |
| Oct 2018 | $2.4B | $2.4B | $0 | 22 | 0 |
| Sep 2018 | $2.4B | $2.4B | $0 | 22 | 0 |
| Aug 2018 | $2.4B | $2.4B | $0 | 22 | 0 |
| Mar 2018 | $2.4B | $2.4B | $0 | 22 | 0 |
| Sep 2017 | $1.7B | $1.7B | $3.3M | 21 | 300 |
| Aug 2017 | $1.7B | $1.7B | $3.3M | 21 | 300 |
| Mar 2017 | $1.7B | $1.7B | $3.3M | 21 | 300 |
| May 2016 | $1.4B | $1.4B | $3.1M | 19 | 300 |
| Apr 2016 | $1.4B | $1.4B | $3.1M | 19 | 300 |
| Mar 2016 | $1.4B | $1.4B | $3.1M | 19 | 300 |
| Mar 2015 | $1.4B | $1.4B | $3.2M | 17 | 300 |
| May 2014 | $1.2B | $1.2B | $5.5M | 13 | 200 |
| Apr 2014 | $1.2B | $1.2B | $5.5M | 13 | 200 |
| Mar 2014 | $1.2B | $1.2B | $5.5M | 13 | 200 |
| May 2013 | $889.4M | $889.4M | $0 | 12 | 180 |
| Mar 2013 | $889.4M | $889.4M | $0 | 12 | 180 |
| Mar 2012 | $732.9M | $732.3M | $585.1K | 6 | 200 |
| Aug 2011 | $710.1M | $710.1M | $0 | 10 | -- |
| Mar 2011 | $679.7M | $679.7M | $0 | 10 | -- |
| Feb 2010 | $567.4M | $567.4M | $0 | 10 | -- |
DateJul 2025
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$175.5M
Employees46
Clients0
DateApr 2025
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$175.5M
Employees46
Clients0
DateMar 2025
Total AUM$4.6B
Discretionary$4.4B
Non-Disc.$175.5M
Employees46
Clients0
DateJan 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$31.5M
Employees25
Clients0
DateApr 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$31.5M
Employees25
Clients0
DateApr 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$31.5M
Employees25
Clients0
DateMar 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$31.5M
Employees25
Clients0
DateDec 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateDec 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateSep 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateSep 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateSep 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateSep 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateSep 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateAug 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateJun 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateJun 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateJun 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateApr 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$15M
Employees26
Clients1
DateFeb 2023
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$12.4M
Employees24
Clients2
DateNov 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$12.4M
Employees24
Clients2
DateSep 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$12.4M
Employees24
Clients2
DateApr 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$12.4M
Employees24
Clients2
DateApr 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$8M
Employees21
Clients2
DateMar 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$8M
Employees21
Clients2
DateOct 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$5M
Employees20
Clients0
DateJun 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$5M
Employees20
Clients0
DateApr 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$5M
Employees20
Clients0
DateOct 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees20
Clients0
DateSep 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees20
Clients0
DateOct 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees22
Clients0
DateSep 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees22
Clients0
DateAug 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees22
Clients0
DateMar 2018
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees22
Clients0
DateSep 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$3.3M
Employees21
Clients300
DateAug 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$3.3M
Employees21
Clients300
DateMar 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$3.3M
Employees21
Clients300
DateMay 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.1M
Employees19
Clients300
DateApr 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.1M
Employees19
Clients300
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.1M
Employees19
Clients300
DateMar 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$3.2M
Employees17
Clients300
DateMay 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.5M
Employees13
Clients200
DateApr 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.5M
Employees13
Clients200
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.5M
Employees13
Clients200
DateMay 2013
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees12
Clients180
DateMar 2013
Total AUM$889.4M
Discretionary$889.4M
Non-Disc.$0
Employees12
Clients180
DateMar 2012
Total AUM$732.9M
Discretionary$732.3M
Non-Disc.$585.1K
Employees6
Clients200
DateAug 2011
Total AUM$710.1M
Discretionary$710.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$679.7M
Discretionary$679.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2010
Total AUM$567.4M
Discretionary$567.4M
Non-Disc.$0
Employees10
Clients--