Coastal Bridge Advisors is an investment advisor in Westport with $2.62 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
LLBH Private Wealth Management, LLC
SEC CIK
IRS number
263533635
SEC advisor number
801-70943
FINRA CRD number
152569
AUM ?
$2.81 bn
(as of 5 Apr 24)
Accounts
4,259
(as of 5 Apr 24)
Employees
25
(9 investment advisory or research)
Address
Coastal Bridge Advisors
33 RIVERSIDE AVENUE, 5TH FLOOR
WESTPORT
CT 06880
33 RIVERSIDE AVENUE, 5TH FLOOR
WESTPORT
CT 06880
Phone
(203) 683-1530
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Nov 22