Coastal Bridge Advisors, LLC

**Coastal Bridge Advisors, LLC** manages $1.3B across a diversified portfolio of 459 positions. The firm maintains significant exposure to mega-cap technology names, evidenced by top holdings including AAPL at $56.0M and MSFT at $39.0M. Notable allocations also include defensive income plays like JEPI ($35.3M) and broad market staples such as SCHD ($28.7M). This structure suggests a balanced approach combining growth technology bets with income-generating and core asset allocations.