Multi Family Office

Coastal Bridge Advisors

Coastal Bridge Advisors is a multi-family office headquartered in Westport. Founded in 2008 by former Merrill Lynch advisors Kevin Burns, Jim Pratt-Heaney and Bill Loftus, the firm originated from the partners’ established wealth-management practices and...

Coastal Bridge Advisors

Coastal Bridge Advisors

Coastal Bridge Advisors is a multi-family office headquartered in Westport. Founded in 2008 by former Merrill Lynch advisors Kevin Burns, Jim Pratt-Heaney and Bill Loftus, the firm originated from the partners’ established wealth-management practices and focuses on serving affluent families nationwide. It provides comprehensive investment advisory, financial planning and concierge family-office services, leveraging its Virtual Family Office model to integrate tax, estate and philanthropic planning with portfolio management.

General information

Firm type

Multi Family Office

Year founded

2008

AUM

Location

Region

North America

Country

City

Westport

Corporate office

06880-4223, Westport, CT, US, 54 Wilton Road, 1st Floor

Frequently asked questions

What is Coastal Bridge Advisors?

Coastal Bridge Advisors is a multi family office headquartered in Westport.

When was Coastal Bridge Advisors founded?

Coastal Bridge Advisors was founded in 2008.

Where is Coastal Bridge Advisors headquartered?

Coastal Bridge Advisors is headquartered in Westport, in the North America region.

How many professionals work at Coastal Bridge Advisors?

Altss tracks approximately 49 professionals associated with Coastal Bridge Advisors.

What does Altss track for Coastal Bridge Advisors?

Altss maintains an OSINT-verified profile of Coastal Bridge Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Coastal Bridge Advisors's website?

Coastal Bridge Advisors's public website is www.coastalbridgeadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Coastal Bridge Advisors?

Coastal Bridge Advisors is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Coastal Bridge Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Coastal Bridge Advisors?

Coastal Bridge Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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