Coastal Investment Company LLC

Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Coastal Investment Company LLC ✚
CRD #	322164
SEC #	801-130812
CIK #	0001594870, 0001917943, 0001966232, 0001940384, 0001885026, 0001953446, 0001914507, 0001955501, 0001962386, 0001931410
AUM	$212.9 M (2025-06-30)
Employees	8 (100% Investors, 0% Brokers)
Phone	888-411-2280
Address	227 South Orlando Avenue Winter Park, FL 32789
Source	[IAPD] [EDGAR] [Website] [Instagram]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Microsoft Corp	29.9
	Zscaler Inc	17.8
	Salesforce Com Inc	5.7
	Carscom Inc	4.5
	CrowdStrike Holdings Inc	3.0
	Okta Inc	2.6
	Elastic NV	1.5
	California Resources Corp	1.3
	Open Text Corp	1.2
	Docusign Inc	1.1
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
RE	Coastal Bonita Springs Bluegate Fund LLC	[2025-03-31]	4.8	4.7
RE	Coastal Canton MF Fund LLC	[2025-03-31]	7.7	7.5
RE	Coastal Car WASH GP Fund LLC	[2025-03-31]	8.3	10.2
RE	Coastal Equipment Leasing Fund LLC	[2025-03-31]	8.1	7.9
RE	Coastal Growth Fund V LLC	[2025-03-31]	0.6	0.6
RE	Coastal Hampton Go Store IT Fund LLC	[2025-03-31]	4.8	4.8
RE	Coastal Links Car WASH Fund LLC	[2025-03-31]	2.3	1.9
RE	Coastal Mill Green QC Fund IX LLC	[2025-03-31]	1.6	1.3
RE	Coastal Nashville BFR LLC	[2025-03-31]	5.4	0.9
RE	Coastal Scottsdale SLF Fund LLC	[2025-03-31]	4.6	3.6
VC	Coastal Growth Fund III LLC	[2024-06-28]	2.2	3.1
VC	Coastal Growth Fund II LLC	[2024-06-28]	11.0	11.1
VC	Coastal Growth Fund I LLC	[2024-06-28]	2.1	8.4
VC	Coastal Growth Fund IV LLC	[2024-06-28]	10.7	11.5
VC	Coastal Income and Capital Apreciation Fund LLC	2024-06-28		2.5
VC	Coastal Income Fund II LLC	[2024-06-28]	2.0	6.3
VC	Coastal QP Growth Fund LLC	[2024-06-28]	20.6	21.0
RE	Coastal Real Estate Fund XIII LLC	[2024-06-28]	6.3	6.3
RE	Coastal Real Estate Fund XII LLC	[2024-06-28]	3.2	3.2
RE	Coastal Real Estate Fund XIV LLC	[2024-06-28]	4.7	4.6
RE	Coastal Real Estate Fund XV LLC	[2024-06-28]	8.3	8.1
RE	Coastal Sealy Industrial Fund LLC	[2024-06-28]	2.7	2.2
VC	Coastal Income Fund I LLC	[2023-04-04]	6.1	6.0
RE	Coastal Real Estate Fund IX LLC	[2023-04-04]	11.3	11.3
RE	Coastal Real Estate Fund Xi LLC	[2023-04-04]	6.1	6.0
RE	Coastal Real Estate Fund X LLC	[2023-04-04]	5.1	5.0
RE	Coastal Real Estate Fund VIII LLC	[2022-09-13]	13.4	13.4
RE	Coastal Real Estate Fund VII LLC	[2022-09-13]	2.0	2.0
RE	Coastal Real Estate Fund VI LLC	[2022-09-13]	11.0	11.0
RE	Coastal Real Estate Fund III LLC	[2022-06-23]	10.0	10.0
RE	Coastal Real Estate Fund II LLC	[2022-06-23]	8.0	8.0
RE	Coastal Real Estate Fund I LLC	[2022-06-23]	1.1	1.1
RE	Coastal Real Estate Fund IV LLC	[2022-06-23]	2.5	2.5
RE	Coastal Real Estate Fund V LLC	[2022-06-23]	7.0	7.0

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	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	33	212.9
(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	33	212.9
By Discretionary
Discretionary	33	212.9
Non-Discretionary	0	0.0
Total	33	212.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		212.9
Total	33	212.9

Form D Directors	# Filings	# Firms	2011 - 2025
Sanjay Chandra	313
Daniel Meader	185
Gregory Meerbaum	36
Tyler Bloechinger	36
Keith Ahrens	36
Travis Barr	29
Donna Lee	4

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001594870]
D	[0001885026]
D	[0001914507]
D	[0001917943]
D	[0001931410]
D	[0001940384]
D	[0001953446]
D	[0001955501]
D	[0001962386]
D	[0001966232]

Comparable Firms	State	AUM ($B)
Titan Fund Management LLC ✚	NM	0.2
Seminole Advisory Services LLC ✚	FL	0.2
Two Sigma Real Estate LP ✚	NY	0.2
CT Investment Management Co LLC ✚	NY	0.2
Humphreys Capital LLC ✚	OK	0.2
Hawkeye Partners LP ✚	TX	0.2
Stonecutter Capital Advisors LLC ✚	NY	0.2
Sanders Management Group Ltd ✚	MI	0.2
Credit Bridge Advisors LLC ✚		0.2
Lynx Capital LLC ✚	GA	0.2

Coastal Investment Company LLC

Assets, Funds, Holdings