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Adviser Profile

As of Date 09/23/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 7
Registration SEC, Approved, 07/26/2024
Other registrations (2)
Former registrations

COASTAL INVESTMENT COMPANY, LLC

AUM* 161,304,926
of that, discretionary 161,304,926
Private Fund GAV* 161,304,926 100.00%
Avg Account Size 7,013,258
SMA’s No
Private Funds 23
Contact Info 888 xxxxxxx
Websites

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

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count15 GAV$98,093,726
Fund TypeVenture Capital Fund Count8 GAV$63,211,200