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Coastal Bridge Advisors Share
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Overview Share
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Westport, Connecticut
$2.1 billion AUM
2 offices

Coastal Bridge Advisors is based in Westport, Connecticut and has $2.1 billion in assets under management.

Location
54 Wilton Road
1st Floor
Westport, CT 06880
$2.1 billion
AUM
20
Employees
AUM Share
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$2,098,898,303
Assets under management
4,624 clients
Number of clients
Average investment size is $453,914
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 80 $34,315,914 2% $428,949
High net worth individuals 198 $1,991,669,193 95% $10,058,935
Insurance companies Fewer than 5 clients $72,913,196
Employees Share
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20
Employees
10
Investment analysts
50% of total employees
AUM per employee Share
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$2,098,898,303
Assets under management
$104,944,915
AUM per employee
$209,889,830
AUM per investment analyst
About Share
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Compensation

Coastal Bridge Advisors makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Coastal Bridge Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Credit and cash management solutions
Business activities
  • Insurance broker or agent
  • Credit and cash management solutions
Firm data Share
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CRD number 152,569
SEC number 801-70943
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date April 11, 2020

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