Coastal Bridge Advisors, LLC
All 13F Filings
- Location
- Westport, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,341,792
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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):
3.952 K
(0.3% of total reported value)
· QoQ Δ:
+2.223 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.133 M | 84.8% | 0 | 2.727 K | -2.727 K |
| ETFs | 186 K | 13.9% | 18.67 K | 0 | 18.67 K |
| Debt | 16.63 K | 1.2% | 2.969 K | 0 | 2.969 K |
| Other | 726 | 0.1% | 19 | 0 | 19 |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
1,341,792
Holdings
460
QoQ value change ($000)
21,154
(1.6%)
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.