RIA Intel›Advisers›Connecticut›COASTAL BRIDGE ADVISORS, LLC

COASTAL BRIDGE ADVISORS, LLC

Advisory

N·WESTPORT, CT

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$5.0B

1-Year AUM Growth

+7.4%

3-Year CAGR

+0.7%

Employees

25

Assets Under Management

Total AUM$5.0B

Discretionary AUM$4.8B

Non-Discretionary AUM$215M

Discretionary %95.7%

Total Clients1,584

Team

Total Employees25

Investment Advisers46

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record52

First FilingDec 18, 2009

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 52 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COASTAL BRIDGE ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.