Coastal Bridge Advisors, LLC

Coastal Bridge Advisors LLC publishes a $1.41B, 446-name 13F whose defining structural read is a concentrated quality core with deliberate sector layering. Apple (AAPL, 4.0%) and LION (Lionsgate Studios or similar, 3.4%, new Q1 initiation) lead the book, alongside Alphabet Class C (GOOG, 2.8%) — three names in media, technology, and growth that anchor a quality-plus-momentum positioning. The Q1 initiations — LION (media/entertainment), RTX (Raytheon defense and aerospace), IEUR (iShares Europe), PYLD (PIMCO income), and VO (Vanguard S&P 500) — span defensive media, defense, international equity, and income, suggesting the manager was deliberately building a defensive-quality overlay inside an otherwise growth-dominant book. With whaleScore of 56.25, single-stock convictions above 2% in the top layer, and only two ETFs (SCHD dividend-yield, JEPI equity-premium-income) in the top 8 positions, this fund is a genuine single-stock allocator with an active research layer — not a passive product.