Investment adviser · CRD 149685
COASTEDGE PARTNERS, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $2.14B Form ADV · Item 5.F
- Client accounts
- 1,266 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| High-net-worth individuals | 131 | $1,634,665,000 | 76.3% |
| Pooled investment vehicles | 15 | $301,690,000 | 14.1% |
| Corporations & businesses | 22 | $158,787,000 | 7.4% |
| Retirement plans | 9 | $25,108,000 | 1.2% |
| Charities | 6 | $22,050,000 | 1.0% |
Filing source
Form ADV 2133339 · Sep 18, 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
20 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.
COASTEDGE ALTERNATIVE TOTAL RETURN, LLCPrivate Equity Fund · Last reported Sep 18, 2026$17.5MGross asset value
Form D fundraising filings
CoastEdge Alternative Total Return, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
CITIZENS PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-2193233754
- Reported beneficial owners
- 48
- Minimum commitment
- $200K
- Form D file number
- 021-404306
Form ADV 2133339 · Sep 18, 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.
COASTEDGE OPPORTUNITY FUND XI, LLCPrivate Equity Fund · Last reported Sep 18, 2026$14.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
CITIZENS PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-9062424284
- Reported beneficial owners
- 29
- Minimum commitment
- $200K
- Form D file number
- 021-34627
Form ADV 2133339 · Sep 18, 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.
COASTEDGE OAKTREE, LLCPrivate Equity Fund · Last reported Sep 18, 2026$9.26MGross 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
DELOITTE & TOUCHE LLP
PCAOB 34
CITIZENS PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-1115396419
- Reported beneficial owners
- 20
- Minimum commitment
- $250K
- Form D file number
- 021-236475
Form ADV 2133339 · Sep 18, 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.
COASTEDGE GS VINTAGE REAL ESTATE LLCPrivate Equity Fund · Last reported Sep 18, 2026$8.27MGross asset value
Form D fundraising filings
CoastEdge GS Vintage Real Estate LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
CITIZENS PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-6471473628
- Reported beneficial owners
- 18
- Minimum commitment
- $200K
- Form D file number
- 021-267518
Form ADV 2133339 · Sep 18, 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.
COASTEDGE OPPORTUNITY FUND IX, LLCPrivate Equity Fund · Last reported Sep 18, 2026$7.78MGross asset value
Form D fundraising filings
CoastEdge Opportunity Fund IX, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
CITIZENS PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-6936107113
- Reported beneficial owners
- 25
- Minimum commitment
- $200K
- Form D file number
- 021-297853
Form ADV 2133339 · Sep 18, 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.
COASTEDGE PRIVATE CREDIT LLCOther Private Fund · Last reported Sep 18, 2026$7.61MGross 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
DELOITTE & TOUCHE LLP
PCAOB 34
CITIZENS PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-7409600418
- Reported beneficial owners
- 24
- Minimum commitment
- $200K
- Form D file number
- 021-493747
Form ADV 2133339 · Sep 18, 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.
COASTEDGE ARCLIGHT VI, LLCPrivate Equity Fund · Last reported Sep 18, 2026$1.82MGross 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
DELOITTE & TOUCHE LLP
PCAOB 34
CITIZENS PRIVATE BANK
LEI DRMSV1Q0EKMEXLAU1P80
Fund details & source
- Fund ID
- 805-4398117723
- Reported beneficial owners
- 11
- Minimum commitment
- $100K
- Form D file number
- 021-242628
Form ADV 2133339 · Sep 18, 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: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
4655 EXECUTIVE DRIVE, SUITE 325SAN DIEGO, CA, 92121, United States
CRD 149685
Filing source
Form ADV 2133339 · Sep 18, 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.