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P. Elizabeth Perez

Coastal Bridge Advisors, Llc

Assets Managed
$1.415B
Holdings
445
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
5.45%(2Q avg: 3.53%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Coastal Bridge Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 445 positions.

Assets under management

The assets under management (AUM) of Coastal Bridge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.415B in assets, with a quarterly growth rate of 5.45% and a 2-quarter average growth rate of 3.53%. The portfolio is managed by P. Elizabeth Perez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.04%
4.03%
$56.939M
224,353 shares@ $253.8 avg price
LION
Lionsgate Studios Corp
Recent Activity
Increased 602.49%
3.41%
$48.218M
5.028M shares@ $9.59 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.15%
2.76%
$39.008M
135,983 shares@ $286.86 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 4.02%
2.52%
$35.537M
1.158M shares@ $30.68 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -1.3%
2.39%
$33.804M
596,392 shares@ $56.69 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.52%
2.14%
$30.264M
173,535 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.07%
1.98%
$27.992M
75,620 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.16%
1.95%
$27.453M
131,812 shares@ $208.28 avg price
BGB
Blackstone Strategic Credit
Recent Activity
Decreased -0.71%
1.94%
$27.334M
2.452M shares@ $11.15 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 140.95%
1.8%
$25.345M
149,385 shares@ $169.66 avg price

1-10 of 445