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Coastwise Capital Group LLC
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CRD # | 139564 |
SEC # | 801-126023 |
CIK # | 0001934500 |
AUM | $164.3 MM (2024-03-18) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 858-454-6670 |
Address | 7777 Fay Avenue La Jolla, CA 92037 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 6.7 | |
AMZN | 1,092,997.8 | 4.8 | |
NVDA | 399,550.0 | 4.3 | |
GOOGL | 1,475,138.5 | 3.9 | |
MSFT | 1,918,222.4 | 3.0 | |
META | 434,852.0 | 2.2 | |
PFE | 284,248.0 | 2.0 | |
VZ | 211,914.0 | 1.8 | |
T | 147,547.0 | 1.6 | |
BAC | 278,315.2 | 1.6 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 120 | 75.2 |
(b) Individuals (high net worth individuals) | 35 | 89.1 |
(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 | 0 | 0.0 |
(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 | 340 | 164.3 |
By Discretionary | ||
Discretionary | 340 | 164.3 |
Non-Discretionary | 0 | 0.0 |
Total | 340 | 164.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 164.3 | |
Total | 340 | 164.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001934500] |
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