|
⚲
|
| Keyboard |
| Coastal Equity Management LLC
✚
|
|
|---|---|
| CRD # | 331518 |
| SEC # | 801-131249 |
| CIK # | 0001759911 |
| AUM | 7.3 M (2026-03-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 850-435-4844 |
| Address | 700 South Palafox Street, Pensacola, FL 32502 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 7.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 7.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 7.3 |
| Total | 1 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.3 | |
| Total | 1 | 7.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001759911] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
MRWM Capital Management LLC
✚
|
TN | 8.8 M |
|
Tinicum Venture Partners LLC
✚
|
NY | 8.6 M |
|
Brimstone Asset Management Company Limited
✚
|
8.4 M | |
|
Alphabit Investments LLC
✚
|
IA | 7.7 M |
|
Stonecastle Asset Management LLC
✚
|
NY | 7.5 M |
|
Caltier Advisors LLC
✚
|
CA | 6.9 M |
|
Axxes Advisors I LLC
✚
|
FL | 6.8 M |
|
Lionshares LLC
✚
|
NY | 6.0 M |
|
Haven Capital Advisors LLC
✚
|
NC | 5.4 M |
|
Distribution Cognizant LLC
✚
|
CA | 5.3 M |