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 based in La Jolla, California. Established in 2006, the firm is a multi-family office and private investment firm focusing on asset classes including municipal fixed income, private equity, venture capital, private real estate, distressed investments, and hedge funds. It serves entrepreneurs, CEOs, founders, wealth creators, high-net-worth and multi-generational families, and other independent registered investment advisors. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

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

How can I contact CoastEdge Partners?

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