Data / Investment advisers / Florida / Coastal Investment Company, LLC
Coastal Investment Company, LLC, Winter Park, FL: $263 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Coastal Investment Company, LLC is an SEC registered investment adviser with its main office in Winter Park, Florida and reports $263 million in regulatory assets under management in its Form ADV filed April 30, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 41 private funds.
The request: Watch Coastal Investment Company, LLC (CRD number 322164): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 322164
- SEC file number
- 801-130812
- SEC status
- Approved, effective July 26, 2024
- Main office
- 227 South Orlando Avenue Suite A-1, Winter Park, FL 32789
- Phone
- (888) 411-2280
- Website
- coastalinvestmentco.com
- Regulatory AUM
- $262,937,654 in the Form ADV filed April 30, 2026
- Discretionary AUM
- $262,937,654
- Accounts
- 41
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 41: 29 real estate funds, 12 venture capital funds
- Gross assets of private funds
- $262,937,654
- Other offices
- 1
- Umbrella registration
- 2 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 41 | $262.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $262.9 million | March 31, 2026 |
| December 1, 2025 | $212.9 million | September 19, 2025 |
Other advisers in Winter Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Broadcrest Asset Management, LLC | Winter Park | $415.5 million | 5 | adviserinfo.sec.gov |
| Arsenal Venture Partners | Winter Park | $393.8 million | 12 | adviserinfo.sec.gov |
| Financial Advisory Partners, LLC | Winter Park | $377.8 million | Not listed | adviserinfo.sec.gov |
| Barr Financial Services, LLC | Winter Park | $269.2 million | Not listed | adviserinfo.sec.gov |
| Spraker West Wealth Management, Inc | Winter Park | $265.3 million | Not listed | adviserinfo.sec.gov |
| Matthias Private Wealth, LLC | Winter Park | $242.8 million | Not listed | adviserinfo.sec.gov |
| Ponta Wealth Partners, LLC | Winter Park | $214.3 million | Not listed | adviserinfo.sec.gov |
| Rivertree Advisors, LLC | Winter Park | $184.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winter Park, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Coastal Investment Company, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.