Data / Investment advisers / California / Coastedge Partners, LLC
Coastedge Partners, LLC, San Diego, CA: $2.1 billion AUM, SEC registered investment adviser
Coastedge Partners, LLC is an SEC registered investment adviser with its main office in San Diego, California and reports $2.1 billion in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include high net worth individuals, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees. It advises 16 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 149685
- SEC file number
- 801-70877
- SEC status
- Approved, effective December 9, 2009
- Main office
- 4655 Executive Drive Suite 325, San Diego, CA 92121
- Phone
- (858) 997-2777
- Regulatory AUM
- $2,142,300,000 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $1,259,378,000
- Non discretionary AUM
- $882,922,000
- Accounts
- 1,266
- Employees
- 16, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 16: 10 private equity funds, 4 other private funds, 1 venture capital fund, 1 real estate fund
- Gross assets of private funds
- $380,644,663
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 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 |
|---|---|---|
| High net worth individuals | 131 | $1.63 billion |
| Pooled investment vehicles | 15 | $301.7 million |
| Corporations or other businesses | 22 | $158.8 million |
| Pension and profit sharing plans | 9 | $25.1 million |
| Charitable organizations | 6 | $22.1 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 | $2.14 billion | March 27, 2026 |
| December 1, 2025 | $1.75 billion | August 29, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | San Diego | $3.80 billion | Not listed | adviserinfo.sec.gov |
| Neos Partners, LP | San Diego | $3.77 billion | 8 | adviserinfo.sec.gov |
| Counterpoint Funds | San Diego | $3.24 billion | Not listed | adviserinfo.sec.gov |
| Clarivest Asset Management LLC | San Diego | $3.05 billion | Not listed | adviserinfo.sec.gov |
| LM Advisors LLC | San Diego | $2.88 billion | 1 | adviserinfo.sec.gov |
| Madison Avenue Securities, LLC | San Diego | $2.02 billion | Not listed | adviserinfo.sec.gov |
| Sovran Advisors, LLC | San Diego | $1.87 billion | Not listed | adviserinfo.sec.gov |
| Rice Hall James & Associates LLC | San Diego | $1.74 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Coastedge Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.