LP Profile

CoastEdge Partners

Also known as CoastEdge

Wealth ManagerLa Jolla, United StatesFounded 2006
$1.0B
Assets Under Management
La Jolla
Headquarters
Investment Focus

About CoastEdge Partners

CoastEdge Partners is an investment advisor in La Jolla, California, and a Registered Investment Adviser (RIA). Established in 2006, it operates as a multi-family office and private investment firm covering municipal fixed income, private equity, venture capital, private real estate, distressed investments, and hedge funds. Its clients are entrepreneurs, CEOs, founders, wealth creators, high-net-worth and multi-generational families, and other independent registered investment advisors. Its executive management team manages the assets.

Preferred Investment Types

Venture Capital - Later StageVenture Capital - Early StageBuyoutGrowth/ExpansionPrivate EquityReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalCo-investmentInvestment Funds

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & DevelopmentIndustrial Property Acquisition & DevelopmentCommercial Property Acquisition & Development

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to CoastEdge Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.1B
Total Clients
1,266
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to CoastEdge Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is CoastEdge Partners?

CoastEdge Partners is a wealth manager based in La Jolla, United States, managing approximately $1.0B in assets.

Where is CoastEdge Partners headquartered?

CoastEdge Partners is headquartered in La Jolla, United States.

How much does CoastEdge Partners manage?

CoastEdge Partners manages approximately $1.0B in assets under management.

When was CoastEdge Partners founded?

CoastEdge Partners was founded in 2006.

What does CoastEdge Partners invest in?

CoastEdge Partners focuses on Venture Capital - Later Stage, Venture Capital - Early Stage, Buyout, Growth/Expansion, Private Equity, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital.

How can I contact CoastEdge Partners?

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