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 |