Investment adviser · CRD 324179
COALESCE CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $1.83B Form ADV · Item 5.F
- Client accounts
- 10 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 20 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 10 | $1,834,664,404 | 100.0% |
Filing source
Form ADV 2076053 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
10 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
COALESCE CAPITAL FUND I, L.P.Private Equity Fund · Last reported Mar 30, 2026$955MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
PJT PARTNERS LP
CRD 171058 · SEC 8-69442
Fund details & source
- Fund ID
- 805-6715257477
- Reported beneficial owners
- 45
- Minimum commitment
- $5M
- Form D file number
- 021-480196
Form ADV 2076053 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COASTAL PACIFIC PARTNERS, L.P.Private Equity Fund · Last reported Mar 30, 2026$365MGross asset value
Form D fundraising filings
Coastal Pacific Partners, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-2948057888
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-481228
Form ADV 2076053 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COALESCE MERLIN COINVEST, L.P.Private Equity Fund · Last reported Mar 30, 2026$123MGross asset value
Form D fundraising filings
Coalesce Merlin Coinvest, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-8321370259
- Reported beneficial owners
- 25
- Minimum commitment
- $0
- Form D file number
- 021-522799
Form ADV 2076053 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COALESCE CAPITAL FUND I-A, L.P.Private Equity Fund · Last reported Mar 30, 2026$95.4MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
PJT PARTNERS LP
CRD 171058 · SEC 8-69442
Fund details & source
- Fund ID
- 805-4282775886
- Reported beneficial owners
- 20
- Minimum commitment
- $5M
- Form D file number
- 021-480196
Form ADV 2076053 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COALESCE VERITAS COINVEST, L.P.Private Equity Fund · Last reported Mar 30, 2026$75.1MGross asset value
Form D fundraising filings
Coalesce Veritas Coinvest, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-3614022543
- Reported beneficial owners
- 7
- Minimum commitment
- $0
- Form D file number
- 021-565508
Form ADV 2076053 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COALESCE VALOR COINVEST, L.P.Private Equity Fund · Last reported Mar 30, 2026$65MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-9383414875
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-566949
Form ADV 2076053 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
COALESCE DIAMOND COINVEST, L.P.Private Equity Fund · Last reported Mar 30, 2026$56.4MGross asset value
Form D fundraising filings
Coalesce Diamond Coinvest, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-6409857584
- Reported beneficial owners
- 9
- Minimum commitment
- $0
- Form D file number
- 021-546406
Form ADV 2076053 · Mar 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
605 THIRD AVENUE, 36TH FLOORNEW YORK, NY, 10158, United States
CRD 324179
Filing source
Form ADV 2076053 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.