Form D · Private Equity Fund

COASTAL GROWTH FUND II, LLC

Winter Park, FL · CIK 0001985334

Offering snapshot reported Apr 11, 2024 · SEC filing

Reported sold
$11M
Offering amount: $100M
Investors reported
75
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 23, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.5M$11MJul 27, 2023: $2,100,000.00Jul 27, 2023Sep 18, 2023: $6,700,000.00Nov 16, 2023: $9,500,000.00Dec 8, 2023: $10,050,000.00Dec 15, 2023: $10,550,000.00Jan 9, 2024: $10,900,000.00Feb 13, 2024: $11,000,000.00Apr 11, 2024: $11,000,000.00Apr 11, 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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 11, 2024Amendment$11,000,000$0vs Feb 13, 202475SEC filing
Feb 13, 2024Amendment$11,000,000$100,000vs Jan 9, 202475SEC filing
Jan 9, 2024Amendment$10,900,000$350,000vs Dec 15, 202374SEC filing
Dec 15, 2023Amendment$10,550,000$500,000vs Dec 8, 202372SEC filing
Dec 8, 2023Amendment$10,050,000$550,000vs Nov 16, 202370SEC filing
Nov 16, 2023Amendment$9,500,000$7,400,000vs Jul 27, 202366SEC filing
Sep 18, 2023Amendment$6,700,000$4,600,000vs Jul 27, 202347SEC filing
Jul 27, 2023Initial$2,100,000No comparison13SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-488031

Source: Form D, filed Apr 11, 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 GROWTH FUND II, LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value
$11.1M
Beneficial owners
80
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 805-8994327067

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:
227 South Orlando Avenue Suite A 1
Winter Park, FL, 32789