SEC-Registered Investment Adviser
Coastedge Partners, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 18, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- December 9, 2009
- Principal office
- 4655 Executive Drive, Suite 325, San Diego, CA 92121
- Organized as
- Limited Liability Company, CA
- Fiscal year end
- December
Scale
- Regulatory AUM
- $2.1B
- Discretionary / non-discretionary
- $1.3B / $882.9M
- Attributable to non-US clients
- $8.6M
- Accounts
- 1,266
- Clients
- 0
- Employees
- 16, 5 in advisory roles
- Private funds advised
- 16
- Private fund gross assets
- $380.6M
- Fund types
- 10 private equity funds, 1 real estate funds, 1 venture capital funds, 4 other private funds
- Client assets in custody
- $447.5M (102 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- high net worth individuals (131); pooled investment vehicles (15); pension and profit sharing plans (9); charitable organizations (6); corporations or other businesses (22)
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 18, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.