COASTAL BRIDGE ADVISORS, LLC of WESTPORT, CT is an SEC-registered investment adviser (CRD 152569). Regulatory assets under management: $5.0B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Jeffrey Marc Fuhrman | CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| Patricia Elizabeth Perez | CHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE | — |
| James Andrew Betzig | CHIEF EXECUTIVE OFFICER | — |
| Mark Paul Dupont | PRESIDENT | — |
| Jana M L'Etoile | CHIEF ADMINISTRATIVE OFFICER | — |
| William Patrick Loftus | MANAGER | — |
| James Kevin Pratt-Heaney | MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Kevin Gerard Burns | MANAGER | — |
| LOFTUS KEVIN PATRICK | CHIEF COMPLIANCE OFFICER; MANAGER | — |
| LOMAS WILLIAM ALAN | CHIEF FINANCIAL OFFICER; MANAGER | — |
| PRATT-HEANEY JAMES KEVIN | MANAGER / CHIEF EXECUTIVE OFFICER; MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | — |
| BURNS KEVIN GERARD | CHIEF OPERATING OFFICER; MANAGER | — |
| PEREZ PATRICIA ELIZABETH | CHIEF OPERATIONS OFFICER; DIRECTOR OF COMPLIANCE; DIRECTOR OF COMPLIANCE AND OPERATIONS | — |
| FUHRMAN JEFFREY MARC | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| Patricia Reeves | CHIEF ADMINISTRATIVE OFFICER | Memphis, TN |
| City | State | Employees | Phone |
|---|---|---|---|
| MEMPHIS | TN | 9 | 901-767-9187 |
| MILFORD | CT | 8 | 203-693-8525 |
| HINGHAM | MA | 5 | 617-337-4208 |
| CHARLOTTE | NC | 2 | 704-299-7010 |
| LOS ANGELES | CA | 2 | 323-686-7131 |
| — | — | 1 | (323) 686-7131 |
| FT. LAUDERDALE | FL | 1 | 617-337-4208 |
| — | — | 1 | (980) 332-6196 |
| — | — | 1 | 323-686-7130 |
| BRENTWOOD | TN | 1 | 615-370-0750 |