Sample wealth report · Fictional data

Michael R. Harrison

Managing Partner & Founder, Coastal Ventures Capital · Palm Beach, FL

96%

match confidence

Apollo + RocketReach + Public Records

Net worth: $15.0M–$22.0M
Liquid assets: $8.0M–$12.0M
Annual income: $2.2M–$3.8M
Total assets: $18.0M–$26.0M

Research summary

Michael R. Harrison is the founder and Managing Partner of Coastal Ventures Capital, a boutique venture capital firm specializing in early-stage fintech investments. Prior to founding Coastal Ventures in 2018, he spent 15 years at Morgan Stanley in their Private Wealth Management division, ultimately serving as Senior Vice President. His primary residence at 2847 S Ocean Blvd in Palm Beach is held through the Harrison Family Trust, consistent with high-net-worth estate planning practices. Public records and SEC filings indicate significant investment activity in the technology sector.

Property portfolio

3 holdings

2847 S Ocean Blvd
Palm Beach, FL 33480
Primary Residence · 6,200 sq ft · Acquired 2019
$8.5M
114 Willoughby Way
Aspen, CO 81611
Vacation Home · 4,100 sq ft · Acquired 2021
$4.2M
432 Park Avenue, Unit 67A
New York, NY 10022
Investment Property · 1,850 sq ft · Acquired 2017
$2.9M

Total real estate$15.6M

Career

2018 – Now
Managing Partner & Founder
Coastal Ventures Capital
2012 – 2018
Senior Vice President, Private Wealth Management
Morgan Stanley
2008 – 2012
Vice President, Private Wealth Management
Morgan Stanley
2003 – 2008
Associate, Investment Banking
Goldman Sachs

Education

2003
MBA, Finance
The Wharton School, University of Pennsylvania
1999
B.S., Economics
Duke University

Every person, address and figure on this page is fictional. Real reports are built from Apollo, RocketReach, public records and AI research.