Coast Bridge Capital

Overview

Coast Bridge Capital is an independent, owner-operated registered investment adviser that focuses on fee-based portfolio management and financial planning for both individual/family clients and institutional accounts. The firm charges a percentage-of-AUM fee and runs client relationships on a discretionary basis, concentrating its investment activity on publicly traded equities as the primary building block of client portfolios. Advisory services include financial planning and portfolio management for individuals, small businesses and institutions, and the firm does not position itself as an ESG-focused manager. Portfolio construction centers on liquid, exchange-traded instruments supplemented by select external alternative managers. Coast Bridge Capital uses separately managed account structures as its primary vehicle, favoring exchange-traded equities and ETFs for core exposure and relying on third-party hedge fund and real estate strategies to provide diversification and return streams less correlated to public markets.

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Public Holdings

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Location & Offices