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Coastal Bridge Advisors, LLC
Coastal Bridge Advisors, LLC is an SEC-registered investment adviser providing wealth management and investment advisory services to individuals (including high-net-worth individuals), pension and profit-sharing plans, charitable organizations, government entities, and corporations. The firm discloses that it is not an attorney or accountant and does not provide tax or legal advice.
Latest 13F Filing Activity
Coastal Bridge Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 437 equity positions with a total 13F market value of $1B. The fund increased holdings in Lionsgate Studios Corp., Nvidia Corporation, Microsoft Corp. among other positions. Coastal Bridge Advisors, LLC reduced exposure to Lions Gate Entmnt Corp., Lions Gate Entmnt Corp., Apple Inc. among others.
Top Holdings
Equity Positions (437)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 3.58% | $43.4M | 211,720 | $178.24 | $205.17 | -$6.7M |
M MSFT | MICROSOFT CORP | 3.13% | $38.0M | 76,386 | $347.98 | $497.41 | +$9.4M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 2.95% | $35.8M | 630,278 | $54.54 | $56.85 | -$231.1K |
B BGB | BLACKSTONE STRATEGIC CRED 20 | 2.89% | $35.1M | 2,892,203 | $13.66 | $12.12 | -$3.6M |
L LION | LIONSGATE STUDIOS CORP | 2.81% | $34.2M | 5,877,806 | $5.81 | $5.81 | +$34.2M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer- Institutional | New York, NY , United States | |
 | Chief Investment Officer | New York, NY , United States | |
 | Analyst | Westport, CT , United States | |
 | Managing Partner | Charlotte, NC , United States | |
 | Partner | Farmington, CT , United States |
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