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| Gold Coast Wealth Management LLC
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|---|---|
| CRD # | 156338 |
| SEC # | 801-72197 |
| CIK # | |
| AUM | 413.8 M (2026-03-24) |
| 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 | AUM |
|---|---|---|---|---|
| HF | Gold Coast Multi-Asset Fund LP | [2012-05-15] | 54.0 M | 54.3 M |
| Filed 2026-03-20 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 16.5 |
| (b) Individuals (high net worth individuals) | 65 | 332.6 |
| (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 | 2 | 59.3 |
| (g) Pension and profit sharing plans | 1 | 5.4 |
| (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 | 324 | 413.8 |
| By Discretionary | ||
| Discretionary | 321 | 407.3 |
| Non-Discretionary | 3 | 6.5 |
| Total | 324 | 413.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.8 | |
| Total | 324 | 413.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Brendan O'Brien | Executive Officer | 3 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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|---|---|---|
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