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| Coastal Investment Company LLC
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|---|---|
| CRD # | 322164 |
| SEC # | 801-130812 |
| CIK # | 0001940384, 0001881143, 0001931410, 0001914507, 0001942736, 0001962386, 0001955501, 0001437958, 0001917944, 0001953446 |
| AUM | $262.9 M (2026-04-30) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 888-411-2280 |
| Address | 227 South Orlando Avenue Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001940384 0001881143 0001931410 0001914507 0001942736 0001962386 0001955501 0001437958 0001917944 0001953446 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Coastal Drone Defensefund LLC | [2026-03-31] | 4.8 | 4.7 |
| RE | Coastal Foundry MF Fund LLC | [2026-03-31] | 8.9 | 9.5 |
| VC | Coastal Income Fund III LLC | [2026-03-31] | 5.9 | 2.6 |
| RE | Coastal Links Oviedo Car WASH LLC | [2026-03-31] | 2.4 | 2.4 |
| RE | Coastal Melbourne Go Store IT Fund LLC | [2026-03-31] | 5.2 | 5.9 |
| RE | Coastal Phoenix MF High-Rise Fund LLC | [2026-03-31] | 1.3 | 0.7 |
| VC | Coastal Ventures II Barwick Fund LLC | 2026-03-31 | 2.7 | |
| VC | Coastal Ventures II Barwick QP Fund LLC | 2026-03-31 | 11.7 | |
| RE | Coastal Bonita Springs Bluegate Fund LLC | [2025-03-31] | 4.8 | 4.7 |
| RE | Coastal Canton MF Fund LLC | [2025-03-31] | 7.7 | 7.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | 319 | 3 | ||
| Daniel Meader | 187 | 3 | ||
| Gregory Meerbaum | 40 | 2 | ||
| Tyler Bloechinger | 40 | 2 | ||
| Keith Ahrens | 40 | 2 | ||
| Travis Barr | 33 | 2 | ||
| Donna Lee | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001437958] | |
| 10-Q | [0001437958] | |
| 3 | [0001437958] | |
| 4 | [0001437958] | |
| 5 | [0001437958] | |
| 8-K | [0001437958] | |
| D | [0001437958] | |
| SC 13D | [0001437958] | |
| SC 13G | [0001437958] | |
| D | [0001881143] | |
| D | [0001914507] | |
| D | [0001917944] | |
| D | [0001931410] | |
| D | [0001940384] | |
| D | [0001942736] | |
| D | [0001953446] | |
| D | [0001955501] | |
| D | [0001962386] |
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|---|---|---|
|
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FL | 0.3 |
|
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AFC Management LLC
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CSR Capital Partners LLC
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TX | 0.3 |
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CWS Capital Partners LLC
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CA | 0.3 |
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Humphreys Capital LLC
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OK | 0.3 |
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Titan Fund Management LLC
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NM | 0.3 |
|
Fillmore Capital Partners LLC
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OH | 0.2 |
|
JRE Advisors LLC
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NY | 0.2 |