Coastal Investment Company LLC

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Coastal Investment Company LLC
✚
CRD #322164
SEC #801-130812
CIK #0001885026, 0001093897, 0001953446, 0001966232, 0001962386, 0001917943, 0001881143, 0001594870, 0001917944, 0001931410
AUM 262.9 M (2026-04-30)
Employees 9 (100% Investors, 0% Brokers)
Fees
Minimum
Phone888-411-2280
Address227 South Orlando Avenue
Winter Park, FL 32789
Source [IAPD] [EDGAR] [Website] [Instagram]
Total AUM ($M)
3002401801206002010201520212027
Sector Form 13F Holdings Value ($M)
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Holdings by Sector ($M)
14011284562802018201920202022
Type Form D Funds Date Sold AUM
VC Coastal Drone Defensefund LLC [2026-03-31] 4.8 M 4.7 M
Offered $5,500,000 · Filed 2026-03-13 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $684,500 · Duration One year or less · Revenue Not Applicable
RE Coastal Foundry MF Fund LLC [2026-03-31] 8.9 M 9.5 M
Offered $12,000,000 · Filed 2025-09-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $20,000 · Remaining $3,082,000 · Duration One year or less · Revenue Not Applicable
VC Coastal Income Fund III LLC [2026-03-31] 5.9 M 2.6 M
Offered $20,000,000 · Filed 2026-03-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $180,000 · Remaining $14,065,000 · Duration One year or less · Revenue Not Applicable
RE Coastal Links Oviedo Car Wash LLC [2026-03-31] 2.4 M 2.4 M
Offered $4,756,800 · Filed 2026-01-05 (D) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(5) · Minimum $50,000 · Remaining $2,331,800 · Duration One year or less · Revenue Not Applicable
RE Coastal Melbourne Go Store IT Fund LLC [2026-03-31] 5.2 M 5.9 M
Offered $8,565,000 · Filed 2025-05-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $25,000 · Remaining $3,334,098 · Duration One year or less · Revenue Not Applicable
RE Coastal Phoenix MF High-Rise Fund LLC [2026-03-31] 1.3 M 0.7 M
Offered $10,000,000 · Filed 2026-03-13 (D) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $8,725,000 · Duration One year or less · Revenue Not Applicable
VC Coastal Ventures II Barwick Fund LLC 2026-03-31 2.7 M
VC Coastal Ventures II Barwick QP Fund LLC 2026-03-31 11.7 M
RE Coastal Bonita Springs Bluegate Fund LLC [2025-03-31] 4.8 M 4.7 M
Offered $5,000,000 · Filed 2024-11-13 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(5) · Minimum $50,000 · Remaining $220,000 · Duration One year or less · Revenue Not Applicable
RE Coastal Canton MF Fund LLC [2025-03-31] 7.7 M 7.5 M
Offered $8,050,000 · Filed 2024-11-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $25,000 · Remaining $350,000 · Duration One year or less · Revenue Not Applicable
RE Coastal Car Wash GP Fund LLC [2025-03-31] 8.3 M 10.2 M
Offered $9,375,000 · Filed 2024-06-06 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $1,115,000 · Duration One year or less · Revenue Not Applicable
RE Coastal Equipment Leasing Fund LLC [2025-03-31] 8.1 M 7.9 M
Offered $10,000,000 · Filed 2024-07-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $1,900,000 · Duration One year or less · Revenue Not Applicable
RE Coastal Growth Fund V LLC [2025-03-31] 0.6 M 0.8 M
Offered $20,000,000 · Filed 2025-02-10 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $19,425,000 · Duration More than one year · Revenue Not Applicable
RE Coastal Hampton Go Store IT Fund LLC [2025-03-31] 4.8 M 4.8 M
Offered $6,632,700 · Filed 2024-07-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $50,000 · Remaining $1,797,700 · Duration One year or less · Net Assets No Aggregate Net Asset Value
RE Coastal Links Car Wash Fund LLC [2025-03-31] 2.3 M 3.6 M
Offered $20,000,000 · Filed 2025-01-17 (D) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(5) · Minimum $75,000 · Remaining $17,685,000 · Duration More than one year · Revenue Not Applicable
RE Coastal Mill Green QC Fund IX LLC [2025-03-31] 1.6 M 1.5 M
Offered $10,000,000 · Filed 2025-04-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $8,450,000 · Duration One year or less · Revenue Not Applicable
RE Coastal Nashville BFR LLC [2025-03-31] 5.4 M 5.5 M
Offered $8,000,000 · Filed 2025-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $50,000 · Remaining $2,635,000 · Duration One year or less · Revenue Not Applicable
RE Coastal Scottsdale SLF Fund LLC [2025-03-31] 5.5 M 5.4 M
Offered $7,000,000 · Filed 2025-09-23 (D/A) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(5) · Minimum $50,000 · Remaining $1,497,000 · Duration One year or less · Revenue Not Applicable
VC Coastal Growth Fund III LLC [2024-06-28] 2.2 M 3.1 M
Offered $10,000,000 · Filed 2023-11-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $7,830,000 · Duration One year or less · Commission $1,750 · Revenue Decline to Disclose
VC Coastal Growth Fund II LLC [2024-06-28] 11.0 M 11.1 M
Offered $100,000,000 · Filed 2024-04-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $89,000,000 · Duration One year or less · Revenue Not Applicable
VC Coastal Growth Fund I LLC [2024-06-28] 2.1 M 8.4 M
Offered $2,100,000 · Filed 2023-03-08 (D) · Exemption 506(b) · Minimum $1,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000
VC Coastal Growth Fund IV LLC [2024-06-28] 10.7 M 11.5 M
Offered $30,000,000 · Filed 2024-08-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $50,000 · Remaining $19,262,000 · Duration One year or less · Revenue No Revenues
VC Coastal Income and Capital Apreciation Fund LLC 2024-06-28 2.5 M
VC Coastal Income Fund II LLC [2024-06-28] 2.0 M 6.3 M
Offered $25,000,000 · Filed 2024-01-09 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $22,950,000 · Duration One year or less · Revenue No Revenues
VC Coastal QP Growth Fund LLC [2024-06-28] 20.6 M 21.0 M
Offered $100,000,000 · Filed 2024-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $79,445,000 · Duration One year or less · Revenue Not Applicable
RE Coastal Real Estate Fund XIII LLC [2024-06-28] 6.3 M 6.3 M
Offered $12,500,000 · Filed 2023-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $6,170,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund XII LLC [2024-06-28] 3.2 M 3.2 M
Offered $12,000,000 · Filed 2023-06-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $8,800,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund XIV LLC [2024-06-28] 4.7 M 4.6 M
Offered $10,000,000 · Filed 2024-03-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $5,295,000 · Duration One year or less · Net Assets No Aggregate Net Asset Value
RE Coastal Real Estate Fund XV LLC [2024-06-28] 8.3 M 8.1 M
Offered $8,310,000 · Filed 2024-06-10 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $50,000 · Duration One year or less · Net Assets No Aggregate Net Asset Value
RE Coastal Sealy Industrial Fund LLC [2024-06-28] 2.7 M 3.3 M
Offered $10,000,000 · Filed 2025-04-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $75,000 · Remaining $7,310,000 · Duration More than one year · Net Assets No Aggregate Net Asset Value
VC Coastal Income Fund I LLC [2023-04-04] 6.1 M 6.0 M
Offered $30,000,000 · Filed 2023-04-26 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Remaining $23,925,000 · Duration More than one year · Revenue No Revenues
RE Coastal Real Estate Fund IX LLC [2023-04-04] 11.3 M 11.3 M
Offered $11,350,000 · Filed 2022-11-07 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund Xi LLC [2023-04-04] 6.1 M 6.0 M
Offered $6,125,000 · Filed 2023-03-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $50,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund X LLC [2023-04-04] 5.1 M 5.0 M
Offered $5,065,000 · Filed 2023-03-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund VIII LLC [2022-09-13] 13.4 M 13.4 M
Offered $15,000,000 · Filed 2023-01-13 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $250,000 · Remaining $1,574,999 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund VII LLC [2022-09-13] 2.0 M 2.0 M
Offered $2,000,000 · Filed 2022-08-01 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $50,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund VI LLC [2022-09-13] 11.0 M 11.0 M
Offered $11,000,000 · Filed 2022-07-25 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5) · Minimum $100,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund III LLC [2022-06-23] 10.0 M 10.0 M
Offered $10,000,000 · Filed 2022-03-03 (D) · Exemption 506(b), 4(a)(5), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $100,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund II LLC [2022-06-23] 8.0 M 8.0 M
Offered $8,000,000 · Filed 2021-09-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $30,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund I LLC [2022-06-23] 1.1 M 1.1 M
Offered $1,150,000 · Filed 2021-09-03 (D) · Exemption 506(b), 4(a)(5), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $100,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund IV LLC [2022-06-23] 2.5 M 2.5 M
Offered $2,500,000 · Filed 2022-04-07 (D) · Exemption 506(b), 4(a)(5), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $50,000 · Duration One year or less · Revenue No Revenues
RE Coastal Real Estate Fund V LLC [2022-06-23] 7.0 M 7.0 M
Offered $7,000,000 · Filed 2022-04-25 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(5), 3(c)(7) · Minimum $50,000 · Duration One year or less · Revenue No Revenues
AUM Breakdown Accounts AUM ($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 41 262.9
(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 41 262.9
By Discretionary
Discretionary 41 262.9
Non-Discretionary 0 0.0
Total 41 262.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 262.9
Total 41 262.9
Form D Directors Role # Filings # Firms 2011 - 2026
Sanjay Chandra Executive Officer 319 3
Daniel Meader Executive Officer 187 3
Gregory Meerbaum Executive Officer 41 2
Tyler Bloechinger Executive Officer 41 2
Keith Ahrens Executive Officer 41 2
Travis Barr Executive Officer 34 2
Donna Lee Executive Officer 4 2
EDGAR Form CIK 2011 - 2026
10-K [0001093897]
10-Q [0001093897]
4 [0001093897]
8-K [0001093897]
13F-HR [0001594870]
D [0001881143]
D [0001885026]
D [0001917943]
D [0001917944]
D [0001931410]
D [0001953446]
D [0001962386]
D [0001966232]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesReal Estate
Form 3/4/5 Subject 2011 - 2026
Wagner Charles
Coastal Banking Co Inc
Garrigues Paul
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Coastal Banking Co Inc CBCO
Common Stock
 2012-06-26 Buy 750 $4.50 3,375
Coastal Banking Co Inc CBCO
Common Stock
 2012-06-18 Buy 500 $4.31 2,155
Coastal Banking Co Inc CBCO
Employee Stock Option (right to buy) · derivative
 2012-06-11 Option exercise 1,000 $0.00
Coastal Banking Co Inc CBCO
Common Stock
 2012-06-11 Option exercise 1,000 $3.40 3,400
Coastal Banking Co Inc CBCO
Common Stock
 2012-05-17 Buy 908 $4.35 3,950
Coastal Banking Co Inc CBCO
Common Stock
 2012-05-16 Buy 145 $4.25 616
Coastal Banking Co Inc CBCO
Employee Stock Option (right to buy) · derivative
 2012-04-03 Option exercise 1,000 $0.00
Coastal Banking Co Inc CBCO
Common Stock
 2012-04-03 Option exercise 1,000 $3.40 3,400
Coastal Banking Co Inc CBCO
Common Stock
 2012-03-21 Buy 1,000 $3.90 3,900
Coastal Banking Co Inc CBCO
Common Stock
 2012-03-20 Buy 1,241 $3.83 4,753
Coastal Banking Co Inc CBCO
Common Stock
 2012-03-19 Buy 400 $3.55 1,420
Coastal Banking Co Inc CBCO
Common Stock
 2011-12-30 Buy 1,000 $1.97 1,970
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