Form D · Private Equity Fund

Coastal Bonita Springs BlueGate Fund, LLC

Wilmington, DE · CIK 0002027609

Offering snapshot reported Nov 13, 2024 · SEC filing

Reported sold
$4.78M
Offering amount: $5M
Investors reported
33
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Jun 14, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.39M$4.78MJun 28, 2024: $1,275,000.00Jun 28, 2024Aug 5, 2024: $1,950,000.00Aug 5, 2024Nov 13, 2024: $4,780,000.00Nov 13, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$1,950,000 → $4,780,000
  • Reported investors16 → 33

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 13, 2024Amendment$4,780,000$2,830,000vs Aug 5, 202433SEC filing
Aug 5, 2024Amendment$1,950,000$675,000vs Jun 28, 202416SEC filing
Jun 28, 2024Initial$1,275,000No comparison11SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.1, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-517352

Source: Form D, filed Nov 13, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

COASTAL BONITA SPRINGS BLUEGATE FUND, LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value
$4.66M
Beneficial owners
33
ADV minimum commitment
$100K

Reported in Form ADV on Apr 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor GRASSI ADVISORS NEW YORK, New York, United States
Custodian WINTER PARK NATIONAL BANK WINTER PARK, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

GRASSI ADVISORS
PCAOB 606

Filing source

Form ADV 2100998 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-8794117031

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Keith Ahrens Executive, Promoter
Travis Barr Executive, Promoter
Tyler Bloechinger Executive, Promoter
Gregory Meerbaum Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1209 North Orange Street
Wilmington, DE, 19801