Coastal Bridge Advisors is an SEC registered investment adviser located in Westport, Connecticut. Coastal Bridge Advisors and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Coastal Bridge Advisors maintains clients. Coastal Bridge Advisors may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Coastal Bridge Advisors’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Coastal Bridge Advisors’s website on the Internet should not be construed by any consumer and/or prospective client as Coastal Bridge Advisors’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Coastal Bridge Advisors. Any subsequent, direct communication by Coastal Bridge Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Coastal Bridge Advisors, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of Coastal Bridge Advisors’s current written disclosure statement discussing Coastal Bridge Advisors’s business operations, services, and fees is available from Coastal Bridge Advisors upon written request. Coastal Bridge Advisors does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Coastal Bridge Advisors’s website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.
Coastal Bridge Advisors has been named to the 2017 Financial Times 300 Top Registered Investment Advisors. The list recognizes participating RIA firms across the United States based on the Financial Times’ assessment of desirable traits for investors. Coastal Bridge was recognized among an impressive group, as the average Financial Times 300 practice manages $2.7 billion in assets.
This is Coastal Bridge Advisors’ second time being named to the FT 300 List. The firm was previously recognized in 2015- a year in which 630 RIA firms applied to the top 300 list and were similarly graded on six criteria of AUM, AUM growth rate, years in existence, advanced industry credentials, online accessibility, and compliance records.
“For us, this honor affirms the hard work that we put into establishing ourselves as one of the industry’s premier advisory firms,” said President of Coastal Bridge Advisors, Jeff Fuhrman. “This is our second time being named to the FT 300 list which we believe points to the sound and exceptional service we have strived to deliver to our clients over the years. It is an honor and privilege to be recognized by such a renowned publication.”
Financial Times celebrated the 2017 FT 300 honorees at an event at Manhattan’s New York Yacht Club on Thursday evening, June 22nd. Coastal Bridge Advisors was esteemed to be among those recognized for their outstanding achievement.
About the FT 300 List:
This is the fourth edition of the Financial Times 300 list. To curate the list, Financial Times started by reaching out to the largest independent RIAs registered with the US Securities and Exchange Commission – over 2,000 – across the U.S. that reported that had $300 million or more in assets under management (AUM). No more than 75% of a practice’s assets could be attributable to institutional clients. Qualified RIAs then had the opportunity to complete an online application and were scored on six key factors, including AUM, AUM growth rate, company’s age, industry certifications of key employees, SEC compliance record, and online accessibility. AUM and AUM growth rate comprise roughly 80-85% of each adviser’s score. For the 2017 award, a total of 725 RIA companies completed the online application and 300 made the final list. The list is presented as a group, not a competitive ranking of 1 to 300. Coastal Bridge Advisors’ inclusion on the FT 300 List is not indicative of Coastal Bridge Advisors’ future performance. Coastal Bridge Advisors’ receipt of the award may not be representative of any one client’s experience because its receipt of the award reflects an average of all, or a sample of all, of the experiences of the firm’s clients. For the complete list and to view the methodology for inclusion, visit: https://www.ft.com/content/1ad3a626-2c30-11e7-bc4b-5528796fe35c
Coastal Bridge Advisors has been named to the 2017 Financial Times 300 Top Registered Investment Advisors.
The list recognizes participating RIA firms across the United States based on the Financial Times’ assessment of desirable traits for investors.