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They include 1,267 individual clients, 579 high-net-worth individuals, and 107 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Coastal Bridge Advisors offer?","answer":"Coastal Bridge Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Coastal Bridge Advisors charge?","answer":"Coastal Bridge Advisors charges 0.50%–1.25% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"COASTAL BRIDGE ADVISORS DISCLOSURE BROCHURE, filed 22 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Coastal Bridge Advisors use?","answer":"Coastal Bridge Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $2.38B and Fidelity Brokerage Services LLC (Smithfield, RI), with $1.21B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Coastal Bridge Advisors have?","answer":"Coastal Bridge Advisors has 25 investment adviser representatives registered with state securities authorities, out of 46 employees, and 25 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Coastal Bridge Advisors invest in?","answer":"At the end of its last fiscal year, Coastal Bridge Advisors’ separately managed accounts held 35% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 12% pooled vehicles (private funds and similar), 7% U.S. government and agency bonds, 7% cash and equivalents, 6% state and local bonds, 5% other, 1% non-exchange-traded equities and 1% investment grade corporate bonds. The 5% other category is described as: Private Investments, Hedge Funds, & Offshore Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Coastal Bridge Advisors?","answer":"Coastal Bridge Advisors is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Coastal Bridge Advisors get paid?","answer":"Coastal Bridge Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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