LP Profile

Coastal Bridge Advisors

Wealth ManagerWestport, United StatesFounded 2008
$2.0B
Assets Under Management
Westport
Headquarters
Investment Focus

About Coastal Bridge Advisors

Coastal Bridge Advisors is a wealth management firm based in Westport, Connecticut. Established in 2008, the firm offers a full range of wealth management and family office services to high-net-worth families and individuals.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionInfrastructure - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Coastal Bridge Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$5.0B
Total Clients
11,505
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Coastal Bridge Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Coastal Bridge Advisors?

Coastal Bridge Advisors is a wealth manager based in Westport, United States, managing approximately $2.0B in assets.

Where is Coastal Bridge Advisors headquartered?

Coastal Bridge Advisors is headquartered in Westport, United States.

How much does Coastal Bridge Advisors manage?

Coastal Bridge Advisors manages approximately $2.0B in assets under management.

When was Coastal Bridge Advisors founded?

Coastal Bridge Advisors was founded in 2008.

What does Coastal Bridge Advisors invest in?

Coastal Bridge Advisors focuses on Buyout, Private Equity, Growth/Expansion, Infrastructure - General, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage.

How can I contact Coastal Bridge Advisors?

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