Coast Bridge Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$15,545,256
Clients
58
Advisors
2
across 2 offices
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
See officeLos Angeles CA
Advisors at this office
1
Most active in
California · New York · Texas
Also doing business as
Coast Bridge Capital · Coast Bridge Capital, LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Micah W
CFA®, Series 63, Series 65
Brooklyn, NY
Coast Bridge Capital
Micah Weinstein is a CFA® charterholder with four years of industry experience. He is currently an advisor at Coast Bridge Capital and has previously worked at Crestwood Advisors LLC, LPL Financial, and Incapital LLC. Weinstein also has experience in academia, including roles at the University of Miami and the Center for the Humanities. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm serves individuals, high-net-worth clients, family offices, institutional clients, and other registered investment advisers, offering both direct management and sub-advisory services with a focus on fundamental analysis and tactical asset allocation.
Devin W
CFA®, Series 63, Series 66
Los Angeles, CA
Coast Bridge Capital
Devin Weinstein is a CFA® charterholder with five years of industry experience. He is currently an advisor at Coast Bridge Capital, where he has worked since 2023, following roles at Raymond James & Associates, Chandler Asset Management, Ford Equity Research, and Northwestern Mutual Investment Management. Coast Bridge Capital is a state-registered investment adviser serving individuals, high-net-worth clients, family offices, institutional clients, and other registered investment adviser firms. The firm employs a fundamental analysis and tactical asset allocation approach, offering both direct portfolio management and sub-advisory services.
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