GOLD COAST WEALTH MANAGEMENT, LLC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/19/2025
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 2
Registration SEC, Approved, 03/22/2011
AUM* 414,920,456 8.52%
of that, discretionary 404,620,325 7.71%
Private Fund GAV* 85,990,960 -6.16%
Avg Account Size 1,497,908 -15.38%
% High Net Worth 42.54% -1.98%
SMA’s Yes
Private Funds 2 1
Contact Info 516 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

376M 322M 268M 215M 161M 107M 54M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$84,780,960
Fund TypeOther Private Fund Count1 GAV$1,210,000

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser SOLSTEIN CAPITAL, LLC Hedge Fund7.4m Liquidity Fund40.0m Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV47.4m AUM645.2m #Funds2
Adviser WESTERN STANDARD, LLC Hedge Fund464.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV464.5m AUM564.9m #Funds2
Adviser NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. Hedge Fund327.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV327.2m AUM398.1m #Funds2
Adviser CALIXTO GLOBAL INVESTORS, LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM488.8m #Funds-
Adviser PL CAPITAL ADVISORS, LLC Hedge Fund305.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV305.1m AUM305.1m #Funds6
Adviser OBRIEN GREENE & CO INC Hedge Fund205.2m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV205.2m AUM416.8m #Funds1
Adviser KRENSAVAGE ASSET MANAGEMENT, LLC Hedge Fund203.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV203.3m AUM203.3m #Funds3
Adviser DEFENDER CAPITAL Hedge Fund42.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV42.0m AUM442.0m #Funds1
Adviser KALEIDOSCOPE CAPITAL Hedge Fund491.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV491.0m AUM496.1m #Funds7
Adviser NUMERAI Hedge Fund695.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV695.5m AUM839.0m #Funds6

Brochure Summary