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COAST BRIDGE CAPITAL

COAST BRIDGE CAPITAL, LLC

CRD 327898

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$77.5M

Discretionary AUM

$77.5M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals44$5.8M
High net worth individuals14$9.8M
Other investment advisers1$62.0M
Corporations/business entities1$39K

All web addresses on file

Official SEC filing: View on IAPD