| Entity Name: | COASTAL BRIDGE ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Foreign |
| Status: | Active |
| Date Formed: | 05 Oct 2010 (Companies founded in October 2010) |
| Business ALEI: | 1017116 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 875 3rd Avenue, 28th Floor, NEW YORK, NY, 10022, United States |
| Mailing address: | 875 3rd Avenue, 28th Floor, NEW YORK, NY, United States, 10022 |
| Place of Formation: | DELAWARE |
| E-Mail: | CLS-CTARMSevidence@wolterskluwer.com |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1665976 | 54 WILTON ROAD, 1ST FLOOR, WESTPORT, CT, 06880 | 54 WILTON ROAD, 1ST FLOOR, WESTPORT, CT, 06880 | (203) 683-1530 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | N-PX |
| File number | 028-17126 |
| Filing date | 2024-10-02 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-16
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2024-08-16 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-05-15
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2024-05-15 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-15
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2024-02-15 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-14
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2023-11-14 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-17
| Form type | 13F-HR/A |
| File number | 028-17126 |
| Filing date | 2023-08-17 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-08-14
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2023-08-14 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-15
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2023-05-15 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-08
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2023-02-08 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-15
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2022-11-15 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-11-15
| Form type | 13F-HR/A |
| File number | 028-17126 |
| Filing date | 2022-11-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-08-05
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2022-08-05 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-20
| Form type | 13F-HR/A |
| File number | 028-17126 |
| Filing date | 2022-05-20 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2022-05-20
| Form type | 13F-HR/A |
| File number | 028-17126 |
| Filing date | 2022-05-20 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2022-05-13
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2022-05-13 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-14
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2022-02-14 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-15
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2021-11-15 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-10
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2021-08-10 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-17
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2021-05-17 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-16
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2021-02-16 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-13
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2020-11-13 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-11
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2020-08-11 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-14
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2020-05-14 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-13
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2020-02-13 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-08
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2019-11-08 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-13
| Form type | 13F-HR/A |
| File number | 028-17126 |
| Filing date | 2019-08-13 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-08-07
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2019-08-07 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-05-08
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2019-05-08 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-08
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2019-02-08 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-11-08
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2018-11-08 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-08-03
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2018-08-03 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-05-11
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2018-05-11 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-02-09
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2018-02-09 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-11-13
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2017-11-13 |
| Reporting date | 2017-09-30 |
| File | View File |
Filings since 2017-08-14
| Form type | 13F-HR/A |
| File number | 028-17126 |
| Filing date | 2017-08-14 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-08-03
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2017-08-03 |
| Reporting date | 2017-06-30 |
| File | View File |
Filings since 2017-05-04
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2017-05-04 |
| Reporting date | 2017-03-31 |
| File | View File |
Filings since 2017-02-10
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2017-02-10 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-11-09
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2016-11-09 |
| Reporting date | 2016-09-30 |
| File | View File |
Filings since 2016-08-15
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2016-08-15 |
| Reporting date | 2016-06-30 |
| File | View File |
Filings since 2016-05-16
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2016-05-16 |
| Reporting date | 2016-03-31 |
| File | View File |
Filings since 2016-02-09
| Form type | 13F-HR |
| File number | 028-17126 |
| Filing date | 2016-02-09 |
| Reporting date | 2015-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COASTAL BRIDGE ADVISORS, LLC PROFIT SHARING PLAN | 2023 | 271359517 | 2024-07-16 | COASTAL BRIDGE ADVISORS, LLC | 34 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-16 |
| Name of individual signing | COREY MARTIN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2036831530 |
| Plan sponsor’s address | 54 WILTON ROAD, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-02 |
| Name of individual signing | TAMI DELANEY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2036831530 |
| Plan sponsor’s address | 54 WILTON ROAD, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-26 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2036831530 |
| Plan sponsor’s address | 54 WILTON ROAD, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-26 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2036831530 |
| Plan sponsor’s address | 54 WILTON ROAD, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2021-08-03 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-08-03 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2036831530 |
| Plan sponsor’s address | 54 WILTON ROAD, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2020-05-08 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-05-08 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2036831530 |
| Plan sponsor’s address | 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2019-08-07 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2036831530 |
| Plan sponsor’s address | 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2018-06-01 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2018-06-01 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2036831530 |
| Plan sponsor’s address | 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2017-09-29 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2036831530 |
| Plan sponsor’s address | 33 RIVERSIDE AVENUE, 5TH FLOOR, WESTPORT, CT, 06880 |
Signature of
| Role | Plan administrator |
| Date | 2016-09-29 |
| Name of individual signing | JEFFREY FUHRMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| C T CORPORATION SYSTEM | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Focus Operating, LLC | Officer | 875 3rd Avenue, 28th Floor, NEW YORK, NY, 10022, United States | No data |
| J. Russell McGranahan | Officer | 875 3rd Avenue, 28th Floor, NEW YORK, NY, 10022, United States | 875 3rd Avenue, 28th Floor,, 100, New York, NY, 10022, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | LLBH PRIVATE WEALTH MANAGEMENT LLC | COASTAL BRIDGE ADVISORS, LLC | 2019-08-26 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012157004 | 2024-03-08 | No data | Annual Report | Annual Report | No data |
| BF-0011190002 | 2023-03-03 | No data | Annual Report | Annual Report | No data |
| BF-0010223928 | 2022-01-28 | No data | Annual Report | Annual Report | 2022 |
| 0007141656 | 2021-02-10 | No data | Annual Report | Annual Report | 2021 |
| 0006749587 | 2020-02-10 | No data | Annual Report | Annual Report | 2020 |
| 0006631160 | 2019-08-26 | 2019-08-26 | Amendment | Amend Name | No data |
| 0006606693 | 2019-07-25 | No data | Annual Report | Annual Report | 2019 |
| 0006002938 | 2018-01-11 | No data | Annual Report | Annual Report | 2018 |
| 0005945492 | 2017-10-13 | No data | Annual Report | Annual Report | 2017 |
| 0005669457 | 2016-10-07 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
