Form D · Private Equity Fund

Coastal Melbourne Go Store It Fund, LLC

Winter Park, FL · CIK 0002062175

Offering snapshot reported May 29, 2025 · SEC filing

Reported sold
$5.23M
Offering amount: $8.57M
Investors reported
38
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Mar 7, 2025
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.62M$5.23MMar 24, 2025: $4,156,902.00Mar 24, 2025May 29, 2025: $5,230,902.00May 29, 2025

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$4,156,902 → $5,230,902
  • Reported investors26 → 38

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 29, 2025Amendment$5,230,902$1,074,000vs Mar 24, 202538SEC filing
Mar 24, 2025Initial$4,156,902No comparison26SEC filing

Offering details

Securities
Equity, 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
021-541893

Source: Form D, filed May 29, 2025. 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 MELBOURNE GO STORE IT FUND LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value
$5.88M
Beneficial owners
44
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 805-8203186448

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