Coastal Bridge Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westport, CT. Its latest Form ADV filing, dated March 26, 2026, reports $5.0B in regulatory assets under management, 46 employees, 6 offices, and 11,505 accounts.
Assets Under Management
$5.0B
Employees
46
Offices
6 offices
Total Clients
1,997
Primary office
WESTPORT, CT
54 WILTON ROAD, 1ST FLOOR, WESTPORT, CT, United States
Top client segmentIndividuals represent 63.4% of total clients.
Top client categories% of clientsClients
1
Individuals
63.4%
1,267
2
HNWI
29.0%
579
3
Pension Plans
5.4%
107
4
Corporations
1.2%
24
5
Charitable
0.6%
12
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.0Bas of March 26, 2026
Discretionary95.7%
$4.8B
96% of total RAUM95.7%
Non-discretionary4.3%
$215M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.0B
Total Accounts11,505
10Y AUM Change+$3.3B (+188.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee43:1
10Y Employee Change+25 (+119.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.