Coastal Bridge Advisors, LLC
All 13F Filings
- Location
- Westport, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,414,905
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
3.378 K
(0.2% of total reported value)
· QoQ Δ:
-574
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 896.9 K | 63.6% | 0 | 236.3 K | -236.3 K |
| ETFs | 495.3 K | 35.1% | 309.3 K | 0 | 309.3 K |
| Debt | 17.48 K | 1.2% | 848 | 0 | 848 |
| Other | 632 | 0.0% | 0 | 94 | -94 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
1,414,905
Holdings
446
QoQ value change ($000)
73,113
(5.4%)
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.