COASTAL INVESTMENT COMPANY, LLC
other names
- COASTAL INVESTMENT COMPANY, LLC
Adviser Profile
| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| Former registrations | |
| ADV Location | WINTER PARK, FL, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 262,937,654 63% |
| of that, discretionary | 262,937,654 63% |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 382,834,454 80% |
| Avg Account Size | 6,413,114 -9% |
| SMA’s | No |
| Private Funds | 53 26 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
263M
225M
188M
150M
113M
75M
38M
2024
2025
2026
Private Funds
Employees
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