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COASTEDGE PARTNERS, LLC
CRD 149685 · SEC 801-70877
4655 EXECUTIVE DRIVE, SUITE 325, SAN DIEGO, CA, 92121, United States
Phone
858-997-2777
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.14B
Discretionary AUM
$1.26B
Team
16 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 131 | $1.63B |
| Pooled investment vehicles | 15 | $301.7M |
| Pension/profit sharing plans | 9 | $25.1M |
| Charitable organizations | 6 | $22.1M |
| Corporations/business entities | 22 | $158.8M |
States served
CA, MN, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD