Coastal Bridge Advisors, LLC

CIK 0001665976 · Q1 2026

13F Equity AUM

$1.4B

+5.5% QoQ

Positions

445

-14 QoQ

AUM Rank

#2,241

Top 18%

Skill Alpha (FF)

-1.9%/yr^ns

No Clear Edge

Rank #5,006 · Top 61%

vs S&P -7.8%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 15.1%Top 10: 24.9%Top 20: 38.2%

AAPL4.0%

LION3.4%

GOOG2.8%

SCHD2.5%

JEPI2.4%

NVDA2.1%

MSFT2.0%

AMZN1.9%

BGB1.9%

XOM1.8%

Others (435)75.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services48.4%

Technology15.1%

Communication Services9.5%

Industrials6.2%

Healthcare6.0%

Consumer Cyclical4.9%

Energy2.6%

Financials2.1%

Other5.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 445Median: 0.07%Avg: 0.22%

0–0.5%

397(41.0%)

0.5–1%

27(19.7%)

1–3%

19(31.9%)

3–5%

2(7.4%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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