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COALESCE CAPITAL MANAGEMENT LLC
CRD 324179 · SEC 801-128155
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $1.83B |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD