COASTAL INVESTMENT COMPANY, LLC
- 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% |
| Private Fund GAV* | 382,834,454 80% |
| Avg Account Size | 6,413,114 -9% |
| SMA’s | No |
| Private Funds | 53 26 |
Adviser Type
Number of Employees 9 29%
of those in investment advisory functions 9 29%
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
Private Funds
Employees
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count12 | GAV$119,896,800 |
| Fund TypeReal Estate Fund | Count29 | GAV$171,321,256 |
| Fund TypeVenture Capital Fund | Count12 | GAV$91,616,398 |