# COASTAL BRIDGE ADVISORS, LLC

COASTAL BRIDGE ADVISORS, LLC of WESTPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 152569
- Type: SEC-registered investment adviser
- SEC file number: 801-70943
- Location: 54 WILTON ROAD, 1ST FLOOR, WESTPORT, CT, 06880
- Phone: 203-683-1530
- Latest filing: 2026-07-22
- Regulatory AUM: $5.0B
- Discretionary AUM: $4.8B
- Non-discretionary AUM: $215.5M
- Clients: 46
- Accounts: 11,505

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (15)

| 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152569/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152569/similar
- Related entities: https://search.stillhousedata.com/firm/152569/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152569

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.