Form D · Private Equity Fund

COASTAL INCOME FUND II, LLC

Winter Park, FL · CIK 0001987355

Offering snapshot reported Jan 9, 2024 · SEC filing

Reported sold: $2.05M
Investors reported: 4
Minimum accepted: $100K
First sale: Jul 7, 2023

Fundraising history

Reported sold

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$1,550,000 → $2,050,000
Reported investors3 → 4

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 9, 2024	Amendment	$2,050,000	$500,000vs Dec 8, 2023	4	SEC filing
Dec 8, 2023	Amendment	$1,550,000	$1,000,000vs Nov 20, 2023	3	SEC filing
Nov 20, 2023	Amendment	$550,000	$500,000vs Jul 26, 2023	2	SEC filing
Jul 26, 2023	Initial	$50,000	No comparison	1	SEC 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: 021-487970

Source: Form D, filed Jan 9, 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 INCOME FUND II, LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value: $6.28M
Beneficial owners: 10
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 805-4499933519

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
COASTAL INCOME FUND I, LLC	Apr 26, 2023	$6,075,000	7
COASTAL INCOME FUND II, LLC (this fund)	Jan 9, 2024	$2,050,000	4
COASTAL INCOME FUND III, LLC	Mar 13, 2026	$5,935,000	9

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
Name	Reported 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