Form D · Private Equity Fund
COASTAL REAL ESTATE FUND II, LLC
Winter Park, FL · CIK 0001885026
Offering snapshot reported Sep 29, 2021 · SEC filing
- Reported sold
- $8M Offering amount: $8M
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $30K Reported outside-investor minimum
- First sale
- Sep 14, 2021 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 29, 2021 | Initial | $8,000,000 | No comparison | 19 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-415002
Source: Form D, filed Sep 29, 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 II, LLC
Investment adviser: COASTAL INVESTMENT COMPANY, LLC
- Gross asset value
- $8M
- Beneficial owners
- 19
- 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
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 805-6421853634
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.
| Name | Reported role |
|---|---|
| Keith Ahrens | Executive |
| Tyler Bloechinger | Executive |
| Gregory Meerbaum | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Winter Park, FL, 32789