Frank J. Coates
Director/Board Member at Blackstone Alternative Alpha Fund
Profile
Frank J.
Coates is the founder of Coates Analytics Group LP, which was founded in 2003.
He held the title of Chief Executive Officer in 2007.
He is also the founder of Wheelhouse Analytics LLC, which was founded in 2010.
He held the title of Chief Executive Officer & Managing Partner.
Mr. Coates currently holds the position of Director at Gladstone Technology Partners LLC.
He also serves as a Trustee at Blackstone Alternative Alpha Fund since 2012.
In the past, Mr. Coates worked as an Executive Managing Director at Envestnet, Inc. from 2016 to 2021.
He also served as a Lieutenant in The United States Army (District of Columbia) from 1986 to 2000.
Mr. Coates obtained his undergraduate degree from Siena College in 1986.
Frank J. Coates active positions
| Companies | Position | Start |
|---|---|---|
Blackstone Alternative Alpha Fund
 Blackstone Alternative Alpha Fund Investment Trusts/Mutual FundsMiscellaneous Blackstone Alternative Alpha Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek to earn long-term risk-adjusted returns. The company was founded on April 1, 2012 and is headquartered in New York, NY. | Director/Board Member | 2012-03-31 |
Gladstone Technology Partners LLC
 Gladstone Technology Partners LLC Packaged SoftwareTechnology Services Gladstone Technology Partners LLC provides business intelligence platform. The company’s tools combine real industry experience, comprehensive data, and cutting-edge technology that allow financial advisors to measure, monitor, and maximize the value of their business. It serves the advisory firms, independent broker-dealers, money managers, and family offices. The company was founded by Daniel A. Kreuter and Paul T. Lally III in 2009 and is headquartered in Conshohoken, PA. | Director/Board Member | - |
Former positions of Frank J. Coates
| Companies | Position | End |
|---|---|---|
| ENVESTNET, INC. | Corporate Officer/Principal | 2020-12-31 |
Wheelhouse Analytics LLC
 Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Chief Executive Officer | 2015-12-31 |
Coates Analytics Group LP
 Coates Analytics Group LP Packaged SoftwareTechnology Services Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates. | Founder | 2006-12-31 |
| The United States Army (District of Columbia) | Corporate Officer/Principal | 1999-12-31 |
Training of Frank J. Coates
| Siena College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Private companies | 5 |
|---|---|
Blackstone Alternative Alpha Fund
Blackstone Alternative Alpha Fund Investment Trusts/Mutual FundsMiscellaneous Blackstone Alternative Alpha Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek to earn long-term risk-adjusted returns. The company was founded on April 1, 2012 and is headquartered in New York, NY. | Miscellaneous |
Wheelhouse Analytics LLC
Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Technology Services |
Coates Analytics Group LP
Coates Analytics Group LP Packaged SoftwareTechnology Services Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates. | Technology Services |
| The United States Army (District of Columbia) | Government |
Gladstone Technology Partners LLC
Gladstone Technology Partners LLC Packaged SoftwareTechnology Services Gladstone Technology Partners LLC provides business intelligence platform. The company’s tools combine real industry experience, comprehensive data, and cutting-edge technology that allow financial advisors to measure, monitor, and maximize the value of their business. It serves the advisory firms, independent broker-dealers, money managers, and family offices. The company was founded by Daniel A. Kreuter and Paul T. Lally III in 2009 and is headquartered in Conshohoken, PA. | Technology Services |
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