PAM-2017-Winner

LLBH d/b/a Coastal Bridge Advisors Wins Prominent Industry Award for Best Private Wealth Manager Under $5B


February, 2017

LLBH d/b/a Coastal Bridge Advisors Wins Prominent Industry Award for Best Private Wealth Manager Under $5B

~Nominated in Three Categories~

Westport, CT – February 16, 2017 – LLBH d/b/a Coastal Bridge Advisors, an independent wealth management firm with approximately $2 billion in client assets, announced today it has been named the winner of the 2017 “Best Private Wealth Manager Under $5B” by Private Asset Management (PAM), a premier industry organization.

“With over 12,000 SEC registered investment advisers currently in existence, we are proud to have been recognized amongst the best. This award highlights our acumen, creativity, and passion,” said Bill Loftus, Founding Partner of LLBH d/b/a Coastal Bridge Advisors. “Ever since we founded the business, we have strived to build a team which delivers superior service to our clients. Winning this award is a strong affirmation of our hard work and dedication to this goal and points to our continued focus on establishing ourselves as one of the industry’s leading advisory firms.”

PAM presented the award to LLBH d/b/a Coastal Bridge Advisors at its annual awards dinner in New York City on Monday evening, February 13th. LLBH d/b/a Coastal Bridge Advisors was also named as a finalist in two other award categories in the 2017 PAM Awards, including Best Multi-Family Office For Client Service Under $2B and Best Multi-Family Office Overall Under $2B.

About the PAM Awards:

Now in their seventh year, The Private Asset Management Awards recognize and reward investment professionals and advisors who have successfully serviced high-net-worth individuals in an increasingly complex economic environment. Nominees have demonstrated consistent financial progress, year-over-year growth, excellence in client satisfaction, and innovative new services. The judging process, using a panel of industry experts, is based on a mixture of qualitative and quantitative performance indicators.

This award is not indicative of future performance and may not be representative of any one client’s experience.

Click here for full press release.