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| Coastal Investment Company LLC
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|---|---|
| CRD # | 322164 |
| SEC # | 801-130812 |
| CIK # | 0001955501, 0001437958, 0001885026, 0001093897, 0001940384, 0001966232, 0001917943, 0001917944, 0001881143, 0001594870 |
| 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) |
|---|
| 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) |
|---|---|---|---|---|
| VC | Coastal Drone Defensefund LLC | [2026-03-31] | 4.8 | 4.7 |
| 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 | 9.5 |
| 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 | 2.6 |
| 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 | 2.4 |
| 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 | 5.9 |
| 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 | 0.7 |
| 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 | |
| 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 |
| 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 | 7.5 |
| 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 | 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] | |
| 10-K | [0001437958] | |
| 10-Q | [0001437958] | |
| 3 | [0001437958] | |
| 4 | [0001437958] | |
| 5 | [0001437958] | |
| 8-K | [0001437958] | |
| D | [0001437958] | |
| SC 13D | [0001437958] | |
| SC 13G | [0001437958] | |
| 13F-HR | [0001594870] | |
| D | [0001881143] | |
| D | [0001885026] | |
| D | [0001917943] | |
| D | [0001917944] | |
| D | [0001940384] | |
| D | [0001955501] | |
| D | [0001966232] |
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