COASTAL INVESTMENT COMPANY, LLC

other names
  • COASTAL INVESTMENT COMPANY, LLC
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 09/19/2025
ADV Location WINTER PARK, FL, United States
Adviser Type - Large advisory firm
Number of Employees 8 14%
of those in investment advisory functions 8 14%
Registration SEC, Approved, 07/26/2024
Other registrations (2)
Former registrations

COASTAL INVESTMENT COMPANY, LLC

AUM* 212,890,651 32%
of that, discretionary 212,890,651 32%
Private Fund GAV* 276,379,651 71%
Avg Account Size 6,451,232 -8%
SMA’s No
Private Funds 40
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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$63,140,000
Fund TypeReal Estate Fund Count25 GAV$143,277,951
Fund TypeVenture Capital Fund Count8 GAV$69,961,700