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Coastal Bridge Advisors, LLC

● SEC registered since 2009CRD 152569SEC# 801-70943Westport, CT
Export (members)
Reg. AUM
$4.6B
Employees
46
Accounts
9,000
Location
Westport, CT

Coastal Bridge Advisors, LLC assets under management

Coastal Bridge Advisors, LLC is an investment advisory firm registered with the SEC based in Westport, CT. The firm has been registered since 2009. It reports $4.6 billion in regulatory assets under management and employs 46 people.
www.focusfinancialpartners.comView on SEC.gov ↗

Coastal Bridge Advisors, LLC owners & executives

15 reported
NameTitleOwnershipSince
Focus Operating, LLC ControlMember (manager)Over 75%2009
James Andrew Betzig ControlChief Executive OfficerUnder 5%2025
Jana M L'Etoile ControlChief Administrative OfficerUnder 5%2025
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Frequently asked questions

How much does Coastal Bridge Advisors, LLC manage?

Coastal Bridge Advisors, LLC reports $4.6 billion in regulatory assets under management on its Form ADV.

How many employees does Coastal Bridge Advisors, LLC have?

Coastal Bridge Advisors, LLC reports 46 employees.

Where is Coastal Bridge Advisors, LLC located?

Coastal Bridge Advisors, LLC is based in Westport, CT and has been SEC-registered since 2009.

Does Coastal Bridge Advisors, LLC disclose fund performance?

Coastal Bridge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address54 Wilton Road, 1st Floor, Westport, CT 06880
Phone203-683-1530
Fax203-683-1531
Office hours8:30a.m. - 4:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1665976
Discloses disciplinary historyNo

Assets under management

Discretionary$4.42B
Non-discretionary$175.5M
Total (RAUM)$4.6B