Coastal Bridge Advisors, LLC
● SEC registered since 2009CRD 152569SEC# 801-70943Westport, CT
Reg. AUM
$5.02B
Employees
46
Accounts
11,505
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 $5 billion in regulatory assets under management and employs 46 people.
Coastal Bridge Advisors, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2009 |
| James Andrew Betzig Control | Chief Executive Officer | Under 5% | 2025 |
| Jana M L'Etoile Control | Chief Administrative Officer | Under 5% | 2025 |
| Mark Paul Dupont Control | President | Under 5% | 2025 |
| Patricia Elizabeth Perez | Chief Compliance Officer | Under 5% | 2025 |
| Patricia Reeves Control | Chief Administrative Officer | Under 5% | 2026 |
| Cd&r Ferdinand Co-Investor, L.P. Control | Partner | 25-50% | 2023 |
| Cd&r Ferdinand Holdings, L.P. Control | Partner | 50-75% | 2023 |
| Clayton, Dubilier & Rice Fund XII, L.P. Control | Partner | 50-75% | 2023 |
| Ferdinand Ffp Acquisition, LLC Control | Shareholder, Class A Common Stock | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Coastal Bridge Advisors, LLC manage?
Coastal Bridge Advisors, LLC reports $5 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
| Address | 54 Wilton Road, 1st Floor, Westport, CT 06880 |
| Phone | 203-683-1530 |
| Fax | 203-683-1531 |
| Office hours | 8:30a.m. - 4:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1665976 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.02B▲ 78%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,306 advisers
EmployeesTop 13%
More than 87% of 16,824 advisers
Assets under management
$5.02Bregulatory AUM
Discretionary $4.81BNon-discretionary $215.5M