Coast Bridge Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,544,446
Total clients
58
24% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
29
Average account size
$1,336,973
About
Coast Bridge Capital is a state-registered investment adviser that provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, family offices, institutional clients and other registered investment adviser firms. The firm manages roughly $77.5 million in client assets and offers both direct management and sub‑advisory arrangements.
The firm’s investment approach emphasizes fundamental analysis and a tactical asset allocation framework, implemented through ETFs, mutual funds, fixed‑income securities and an exchange‑listed equity strategy called the Cultural All Capitalization (CAC) strategy. Portfolios are tailored to client objectives and monitored on an ongoing basis, and the firm provides written performance reports to clients on a monthly basis.
Compared with peers in its supported‑advisor peer set, Coast Bridge Capital is uncommon in that it serves other registered investment advisers as clients and documents ongoing performance reporting; its brochure discloses both sub‑advisory services and regular performance reporting. The firm also separates management into distinct strategy buckets (an asset allocation sleeve and a separate CAC equity sleeve) and describes tactical reallocations and cash hedging as part of its implementation process.
Client services
Expertise
Fee options
$0 - $999,999: 0.60% for Asset Allocation Strategy; 1.50% for CAC Strategy $1,000,000 - $4,999,999: 0.55% for Asset Allocation Strategy; 1.00% for CAC Strategy $5,000,000 - $9,999,999: 0.50% for Asset Allocation Strategy; 0.85% for CAC Strategy $10,000,000+: 0.45% for Asset Allocation Strategy; 0.60% for CAC Strategy
Account minimum: $50,000 minimum for the stock portfolio Cultural All Capitalization (CAC) strategy
Main office location
Coast Bridge Capital
Los Angeles CA, United States
Number of offices
2
Most active in
California · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")