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Patricia Elizabeth Perez

Chief Compliance OfficerCoastal Bridge Advisors, LLCCRD 2150147

About Patricia Elizabeth Perez

Patricia Elizabeth Perez is listed as Chief Compliance Officer at Coastal Bridge Advisors, LLC in Westport, CT. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Coastal Bridge Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patricia Elizabeth Perez work?

Patricia Elizabeth Perez is listed as Chief Compliance Officer at Coastal Bridge Advisors, LLC on SEC Form ADV.

How much of Coastal Bridge Advisors, LLC does Patricia Elizabeth Perez own?

Form ADV reports a beneficial ownership band of Under 5%.

Coastal Bridge Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025