Form D · Pooled Investment Fund

COASTAL REAL ESTATE FUND I, LLC

Winter Park, FL · CIK 0001881143

Offering snapshot reported Sep 3, 2021 · SEC filing

Reported sold
$1.15M
Offering amount: $1.15M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 3, 2021Initial$1,150,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-412446

Source: Form D, filed Sep 3, 2021. 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 REAL ESTATE FUND I, LLC

Investment adviser: COASTAL INVESTMENT COMPANY, LLC

Gross asset value
$1.15M
Beneficial owners
8
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 805-9064765669

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
Tyler Bloechinger Executive
Gregory Meerbaum Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
126 S. Park Avenue Suite C
Winter Park, FL, 32789