# Coastal Bridge Advisors

Coastal Bridge Advisors is a Multi Family Office based in Johns Island, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Johns Island, United States
- **Region:** North America
- **Address:** 54 Wilton Road, 1st Floor, Westport, CT 06880
- **Founded:** 2008
- **Assets under management:** 4.6B (Altss estimate)
- **Website:** www.coastalbridgeadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/coastal-bridge-advisors

## Regulatory record

- **CRD number:** 174574
- **SEC file number:** 801-70943
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174574

## About

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.

## Sectors

- Hedge Funds
- Private Equity
- Real Estate
- ESG

## Offices

- Los Angeles, CA
- Milford, CT

## People

- Kevin Burns — Founding Partner and Chairman

## 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.

## Related profiles

- [Business Concept](https://altss.com/profile/business-concept)
- [Granger Management](https://altss.com/profile/granger-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/coastal-bridge-advisors

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