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Nathan Urquhart

President & Head of Strategy at Coatue Management

No current adviser or broker registration

Nathan Urquhart is President & Head of Strategy of Coatue Management, L.L.C., a New York investment adviser managing $92.7B. Nathan Urquhart has passed 6 licensing exams.

6
Licensing exams

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Nathan Urquhart has been President & Head of Strategy of Coatue Management since November 2022. Nathan Urquhart is a control person of the firm and directly owns under 5% of it. Nathan Urquhart graduated summa cum laude — Washington and Lee University.

Coatue Management, L.L.C. is a New York, NY firm with $92.7B under management, 126 clients and 68 advisers across 4 offices, as of its July 2026 filing.

Nathan Urquhart is Coatue’s President and Head of Strategy. He previously held roles at Carlyle, Och-Ziff, UBS and J.P. Morgan.

No adviser firm registrations are on Nathan Urquhart’s record.

Credentials and registrations

Examinations

Series 246 March 2019
Name
General Securities Principal Examination
Series 7TO14 February 2019
Name
General Securities Representative Examination
Series 6325 January 2019
Name
Uniform Securities Agent State Law Examination
SIE14 January 2019
Name
Securities Industry Essentials Examination
Series 331 October 2011
Name
National Commodity Futures Examination
Series 727 August 2005
Name
General Securities Representative Examination

Individual record

Full name
Nathan Kyle Urquhart
CRD
3094317

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Nathan Urquhart work?

Nathan Urquhart has been President & Head of Strategy of Coatue Management, L.L.C. since November 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 29 July 2026

Does Nathan Urquhart have a current investment-adviser registration?

Nathan Urquhart has no current investment-adviser or broker registration.

Source: IAPD individual record, checked 17 October 2026

What exams has Nathan Urquhart passed?

Nathan Urquhart has passed 6 licensing exams: the Series 7, Series 3, SIE, Series 63, Series 7TO and Series 24. The earliest, the Series 7, was passed in August 2005.

Source: IAPD individual record, checked 17 October 2026

Leadership at Coatue Management

Sources

  1. IAPD individual record, CRD 3094317. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Coatue Management, L.L.C., filed 29 July 2026. Title, control and ownership bands.
  3. Why CTEK | Coatue. Biography, education.

Retrieved 17 October 2026. The SEC record may have been amended since.

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