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 NB CO-INVESTMENT III LLCPrivate Equity Fund · Last reported Aug 29, 2025$7.88MGross asset value
Form D fundraising filings
CoastEdge NB Co-Invest III, 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
TORREY PINES BANK
LEI SI7YQSVPFZBSQ878IC
Fund details & source
- Fund ID
- 805-9166272113
- Reported beneficial owners
- 16
- Minimum commitment
- $250K
- Form D file number
- 021-246752
Form ADV 2013383 · Aug 29, 2025 · 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, LLCPrivate Equity Fund · Last reported Mar 31, 2022$1.65MGross 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
WEAVER AND TIDWELL LLP
PCAOB 410
TORREY PINES BANK
LEI SI7YQSVPFZBSQ878IC
Fund details & source
- Fund ID
- 805-6734587088
- Reported beneficial owners
- 15
- Minimum commitment
- $100K
- Form D file number
- 021-168637
Form ADV 1617641 · Mar 31, 2022 · 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.
INTEGRIS OPPORTUNITY FUND I, LLCHedge Fund · Last reported Dec 26, 2014$1.59MGross asset value
Form D fundraising filings
Integris Opportunity Fund I, LLC
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9745360574
- Reported beneficial owners
- 13
- Minimum commitment
- $25K
- Form D file number
- 021-167259
Form ADV 859075 · Dec 26, 2014 · 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 STARWOOD OPPORTUNITIES, LLCPrivate Equity Fund · Last reported Aug 29, 2025$1.08MGross asset value
Form D fundraising filings
CoastEdge Starwood Opportunities, 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
Fund details & source
- Fund ID
- 805-4753465413
- Reported beneficial owners
- 13
- Minimum commitment
- $200K
- Form D file number
- 021-234451
Form ADV 2013383 · Aug 29, 2025 · 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.
INTEGRIS TIGER ACCELERATOR, LLCHedge Fund · Last reported Dec 26, 2014$206KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3017221334
- Reported beneficial owners
- 7
- Minimum commitment
- $100K
Form ADV 859075 · Dec 26, 2014 · 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.
INTEGRIS MSD ENERGY, LLCHedge Fund · Last reported Dec 26, 2014$148KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4403934362
- Reported beneficial owners
- 6
- Minimum commitment
- $100K
Form ADV 859075 · Dec 26, 2014 · 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.