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Coastal Bridge Advisors
Coastal Bridge Advisors was established in 2008 by Kevin Burns, Jim Pratt-Heaney and Bill Loftus after they built wealth-management practices at Merrill Lynch.
Coastal Bridge Advisors
Coastal Bridge Advisors was established in 2008 by Kevin Burns, Jim Pratt-Heaney and Bill Loftus after they built wealth-management practices at Merrill Lynch. The firm serves affluent families across the United States through investment advisory, financial planning and concierge services. The firm allocates across hedge funds, private equity and real estate. It maintains exposure to ESG strategies and holds positions including iShares Bitcoin Trust, iShares Ethereum Trust ETF and iShares Gold Trust. Activity remains concentrated in North America with direct advisory relationships rather than broad fund-of-funds commitments. Assets under management stand at $4.6 billion. The firm operates offices in Los Angeles and Milford in addition to its Westport headquarters. In Q1 2025 Coastal Bridge Advisors merged with TrinityPoint Wealth. It participates in the Focus Financial Partners network and holds memberships in the Milford Regional Chamber of Commerce and Century City Chamber of Commerce. The partnership structure within Focus Financial Partners supplies shared operational resources while preserving local decision-making on client mandates and investment selection.
General information
Firm type
Multi Family Office
Year founded
2008
AUM
4.6B (Altss estimate)
Location
Region
North America
Country
United States
City
Johns Island
Corporate office
54 Wilton Road, 1st Floor, Westport, CT 06880
Additional offices
Los Angeles, CA · Milford, CT
Principals
Kevin Burns
Founding Partner and Chairman
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Coastal Bridge Advisors?
Kevin Burns serves as Founding Partner and Chairman. Jim Pratt-Heaney acts as Founding Partner and Managing Partner. Bill Loftus holds the role of Founding Partner and Chief Revenue Officer.
How is Coastal Bridge Advisors structured relative to Focus Financial Partners?
Coastal Bridge Advisors operates as a partner firm within the Focus Financial network. The arrangement provides shared operational resources while client mandates and investment selection remain local.
What asset classes does Coastal Bridge Advisors deploy into?
Allocations include hedge funds, private equity and real estate. Holdings also encompass iShares Bitcoin Trust, iShares Ethereum Trust ETF and iShares Gold Trust.
Does Coastal Bridge Advisors maintain additional offices?
The firm lists offices in Los Angeles, California and Milford, Connecticut alongside its headquarters in Westport, Connecticut.
What recent operational change occurred at Coastal Bridge Advisors?
In Q1 2025 the firm merged with TrinityPoint Wealth.
Where does the founding team originate?
Kevin Burns, Jim Pratt-Heaney and Bill Loftus previously built wealth-management practices at Merrill Lynch before launching the firm in 2008.
What geographic focus governs Coastal Bridge Advisors' activity?
Investment and client activity centers on North America.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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