Coastal Bridge Advisors
Overview
Coastal Bridge Advisors is an independent wealth management and investment advisory firm based in Westport, Connecticut. Founded in 2008 by Kevin Burns, Jim Pratt-Heaney, and Bill Loftus, the firm offers a comprehensive range of services, including financial planning, investment management, and family office solutions. With offices in Westport, Connecticut, and Los Angeles, California, Coastal Bridge Advisors serves a diverse clientele, including individuals, families, business owners, retirement plans, and institutions such as endowments, foundations, and nonprofits. The firm's team of highly credentialed professionals works closely with clients to develop customized strategies that align with their financial goals and aspirations. As fiduciaries, they prioritize their clients' best interests, providing objective and unbiased advice. Coastal Bridge Advisors is a member of the Focus Financial Partners network, which offers access to best practices, resources, and continuity planning for its partner firms. This affiliation enhances the firm's ability to deliver high-quality solutions and exceptional client experiences. The firm's investment approach is characterized by a focus on private equity, real estate, and fixed income investments, targeting growth, late-stage, and buyout opportunities. They primarily operate within the United States, with a particular emphasis on Connecticut and California. Coastal Bridge Advisors has a proven track record of success, having been recognized by Forbes as one of America's Top RIA Firms for 2025. This accolade reflects the firm's commitment to excellence and its dedication to making a positive impact on clients' financial well-being. The firm's investment philosophy centers on building financial security through strong foundations, careful planning, and ongoing support, helping clients navigate challenges and achieve their financial objectives with confidence.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Coastal Bridge Advisors
What sectors does Coastal Bridge Advisors invest in?
Coastal Bridge Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Westport, Connecticut, United States. Coastal Bridge Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Coastal Bridge Advisors invest at?
Coastal Bridge Advisors backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Coastal Bridge Advisors invest in?
Coastal Bridge Advisors invests across United States.
Who are the partners at Coastal Bridge Advisors?
Team members listed for Coastal Bridge Advisors include Eric Passeri (Chief Investment Officer- Institutional) and Julie Streenz (Chief Operating Officer).
What companies has Coastal Bridge Advisors invested in?
Coastal Bridge Advisors's portfolio includes Urban Development Partners, Starship Technologies, Global Tech Solutions, ABC Corporation, XYZ Enterprises, 123 Industries, Green Energy Innovations and HealthFirst Medical Group.
How do I contact Coastal Bridge Advisors?
Coastal Bridge Advisors's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
