IMPORTANT NOTICE: Coastal Bridge Advisors, LLC is relying on Investment Advisers Act Release No. 5469 (March 25, 2020). Pursuant to this order, the firm will file its annual updating amendment to Form ADV and deliver its brochures (or summary of material changes) and brochure supplements as soon as practicable, but not later than 45 days after the original due date for filing or delivery, as applicable.


At Coastal Bridge Advisors, we offer comprehensive and innovative investment solutions for institutions including captive insurance companies, endowments, foundations and pension funds. We understand that each institution has circumstances unique to them and thus requires a different, bespoke approach to its investment management.  Our mission is to emphasize asset preservation and facilitate growth in a low risk manner. Through a consultative approach and personalized service model, we determine the risk/return goals for each client and provide a customized plan to meet their long-term objectives.

What Makes Coastal Bridge Advisors Different?

Focused on long term value creation and capital preservation

Multi class expertise

Risk-based approach

Experienced senior management