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| Coastedge Partners LLC
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| CRD # | 149685 |
| SEC # | 801-70877 |
| CIK # | |
| AUM | 2,142.3 M (2026-03-27) |
| Employees | 16 (31% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-997-2777 |
| Address | 4655 Executive Drive San Diego, CA 92121 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Coastedge Opportunity Fund XIII LLC | [2025-03-28] | 17.7 M | 20.5 M |
| Filed 2025-12-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Coastedge Private Credit LLC | [2024-03-21] | 6.8 M | 7.6 M |
| Filed 2025-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Coastedge Opportunity Fund XII LLC | 2023-03-29 | 17.9 M | |
| PE | Coastedge Alternative Total Return LLC | [2022-03-31] | 15.7 M | 17.5 M |
| Filed 2025-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Coastedge Private Equity LLC | [2022-03-31] | 24.3 M | 29.4 M |
| Filed 2025-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Coastedge Real Estate LLC | [2022-03-31] | 17.8 M | 18.7 M |
| Filed 2025-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Coastedge Distressed & Special Situations Fund LLC | [2021-03-30] | 22.4 M | 33.0 M |
| Filed 2025-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Coastedge Opportunity Fund Xi LLC | 2021-03-30 | 14.3 M | |
| Other | Coastedge Focus Master Fund LP | [2019-03-28] | 98.8 M | 81.3 M |
| Filed 2025-05-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| VC | Coastedge Venture Capital LLC | [2019-03-28] | 7.0 M | 32.2 M |
| Offered $7,000,000 · Filed 2017-11-01 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $82,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 131 | 1.6 |
| (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 | 15 | 0.3 |
| (g) Pension and profit sharing plans | 9 | 0.0 |
| (h) Charitable organizations | 6 | 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 | 22 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,266 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,008 | 1.3 |
| Non-Discretionary | 258 | 0.9 |
| Total | 1,266 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,266 | 2.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Effress | Executive Officer | 19 | 3 | |
| Steven Simpson | Executive Officer | 15 | 3 | |
| Alex Ponchak | Executive Officer | 10 | 3 | |
| Coastedge Partners LLC | Executive Officer | 10 | 3 | |
| David Eigen | Executive Officer | 24 | 2 | |
| Theodore Tu | Executive Officer | 3 | 1 | |
| William Kullback | Executive Officer | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
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