Form D · Private Equity Fund

COASTAL INCOME FUND I, LLC

Winter Park, FL · CIK 0001955501

Offering snapshot reported Apr 26, 2023 · SEC filing

Reported sold
$6.08M
Offering amount: $30M
Investors reported
7
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Nov 8, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.04M$6.08MNov 22, 2022: $625,000.00Nov 22, 2022Dec 2, 2022: $1,725,000.00Dec 21, 2022: $5,725,000.00Dec 21, 2022Feb 21, 2023: $6,025,000.00Feb 21, 2023Apr 26, 2023: $6,075,000.00Apr 26, 2023

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$1,725,000 → $6,075,000
  • Reported investors4 → 7

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 26, 2023Amendment$6,075,000$4,350,000vs Dec 2, 20227SEC filing
Feb 21, 2023Amendment$6,025,000$300,000vs Dec 21, 20227SEC filing
Dec 21, 2022Amendment$5,725,000$4,000,000vs Dec 2, 20226SEC filing
Dec 2, 2022Amendment$1,725,000$1,100,000vs Nov 22, 20224SEC filing
Nov 22, 2022Initial$625,000No comparison2SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-465644
Funds raised as follows: 11/09/2022 $625,000 12/02/2022 $1,100,000 12/12/2022 $4,400,000 02/22/2023 $250,000 04/06/2023 $100,000 Total Amount Sold $6,075,000

Source: Form D, filed Apr 26, 2023. 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 INCOME FUND I, LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value
$6.02M
Beneficial owners
7
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 805-2118779508

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