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
Phone	888-411-2280
Address	227 South Orlando Avenue Winter Park, FL 32789
Source	[IAPD] [EDGAR] [Website] [Instagram]

Total AUM ($M) Copy

CIK	Period
0001885026 0001093897 0001953446 0001966232 0001962386 0001917943 0001881143 0001594870 0001917944 0001931410	2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31

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
	Aprea Therapeutics Inc	0.2




















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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
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
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)
Serves	Institutional
Fund Types	Real 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

Comparable Firms	State	AUM
Fig Capital Management LLC ✚	FL	283.0 M
Midtown Investment Advisors LLC ✚	FL	278.0 M
Hazelview Securities US LLC ✚	NY	276.3 M
AFC Management LLC ✚	FL	275.8 M
CSR Capital Partners LLC ✚	TX	268.7 M
CWS Capital Partners LLC ✚	CA	268.4 M
Humphreys Capital LLC ✚	OK	252.4 M
Titan Fund Management LLC ✚	NM	250.7 M
Fillmore Capital Partners LLC ✚	OH	247.1 M
JRE Advisors LLC ✚	NY	243.3 M

Coastal Investment Company LLC

Assets, Funds, Holdings