Coastal Bridge Advisors, LLC
All 13F Filings
- Location
- Westport, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,616,999
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/17/2026 | 471 | 1,616,999 | 13F-HR | Coastal Bridge Advisors, LLC |
| Q1 2026 | 5/14/2026 | 446 | 1,414,905 | 13F-HR | Coastal Bridge Advisors, LLC |
| Q4 2025 | 2/18/2026 | 460 | 1,341,792 | 13F-HR | Coastal Bridge Advisors, LLC |
| Q3 2025 | 11/3/2025 | 459 | 1,320,638 | 13F-HR | Coastal Bridge Advisors, LLC |
| Q2 2025 | 8/14/2025 | 446 | 1,213,716 | 13F-HR | Coastal Bridge Advisors, LLC |
| Q1 2025 | 8/25/2025 | 253 | 405,069 | 13F-HR/A - NEW HOLDINGS | Coastal Bridge Advisors, LLC |
| Q1 2025 | 8/25/2025 | 169 | 699,850 | 13F-HR/A - RESTATEMENT | Coastal Bridge Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10
(0.0% of total reported value)
· QoQ Δ:
-3.368 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 993.2 K | 61.5% | 96.31 K | 0 | 96.31 K |
| ETFs | 604.3 K | 37.4% | 109 K | 0 | 109 K |
| Debt | 17.86 K | 1.1% | 377 | 0 | 377 |
| Other | 521 | 0.0% | 0 | 111 | -111 |
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Fund Snapshot
Q2 2026
Latest filed
8/17/2026
Total value ($000)
1,616,999
Holdings
471
QoQ value change ($000)
202,094
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.