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COALESCE CAPITAL MANAGEMENT LLC

CRD 324179 · SEC 801-128155

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605 THIRD AVENUE, 36TH FLOOR, NEW YORK, NY, 10158, United States

Phone

(646) 222-5910

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.83B

Discretionary AUM

$1.83B

Team

23 total employees; 20 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles10$1.83B

States served

NY

All web addresses on file

Official SEC filing: View on IAPD