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 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.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss 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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