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| Happy Holidays!! thanks for using AUM13F!! |
| Gold Coast Wealth Management LLC
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|---|---|
| CRD # | 156338 |
| SEC # | 801-72197 |
| CIK # | |
| AUM | $414.9 M (2025-03-19) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 516-274-9870 |
| Address | 575 Jericho Turnpike Jericho, NY 11753 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Gold Coast Multi-Asset Fund LP | [2012-05-15] | 50.8 | 84.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 12.4 |
| (b) Individuals (high net worth individuals) | 57 | 308.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 89.8 |
| (g) Pension and profit sharing plans | 1 | 4.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 277 | 414.9 |
| By Discretionary | ||
| Discretionary | 267 | 404.6 |
| Non-Discretionary | 10 | 10.3 |
| Total | 277 | 414.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 414.9 | |
| Total | 277 | 414.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brendan Obrien | 2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valueworks LLC
✚
|
NY | 0.4 |
|
Venator Management LLC
✚
|
PA | 0.4 |
|
Gables Capital Management Inc
✚
|
FL | 0.4 |
|
Lavaca Capital LLC
✚
|
TX | 0.4 |
|
Taylor Hoffman Capital Management LLC
✚
|
VA | 0.4 |
|
Caligan Partners LP
✚
|
NY | 0.4 |
|
Obrien Greene & Co Inc
✚
|
PA | 0.4 |
|
Charter Capital Management LLC
✚
|
WI | 0.4 |
|
SB Advisory LLC
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|
GA | 0.4 |
|
Ashdon Investment Management LLC
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|
TN | 0.4 |