Form D · Private Equity Fund

Coastal Mill Green QC Fund IX, LLC

Winter Park, FL · CIK 0002054768

Offering snapshot reported Apr 11, 2025 · SEC filing

Reported sold
$1.55M
Offering amount: $10M
Investors reported
9
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Nov 22, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$775K$1.55MFeb 7, 2025: $1,300,000.00Feb 7, 2025Feb 28, 2025: $1,300,000.00Feb 28, 2025Apr 11, 2025: $1,550,000.00Apr 11, 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$1,300,000 → $1,550,000
  • Reported investors7 → 9

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 11, 2025Amendment$1,550,000$250,000vs Feb 28, 20259SEC filing
Feb 28, 2025Amendment$1,300,000$0vs Feb 7, 20257SEC filing
Feb 7, 2025Initial$1,300,000No comparison7SEC 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
021-537690

Source: Form D, filed Apr 11, 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 MILL GREEN QC FUND IX, LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value
$1.51M
Beneficial owners
9
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 805-8875250344

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