Coastal Investment Company, LLC
● SEC registered since 2024CRD 322164SEC# 801-130812Winter Park, FL
Ranks #4,757 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$262.9M
Fund GAV
$262.9M
Private funds
41
Employees
9
Accounts
41
Location
Winter Park, FL
Coastal Investment Company, LLC assets under management
Coastal Investment Company, LLC is an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2024. It reports $262.9 million in regulatory assets under management and employs 9 people. Coastal Investment Company, LLC manages 41 private funds with combined gross assets of $262.9 million, including Coastal Qp Growth Fund, LLC. By regulatory assets, it ranks 4,757 of 6,004 private fund managers.
Coastal Investment Company, LLC private funds
41 funds · $262.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Coastal Qp Growth Fund, LLC | Venture Capital | $21M | $100K |
| Coastal Real Estate Fund VIII, LLC | Real Estate | $13.4M | $100K |
| Coastal Ventures II Barwick Qp Fund LLC | Venture Capital | $11.7M | $150K |
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Join to unlock · $37/moCoastal Investment Company, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Meerbaum Control | Ceo | 50-75% | 2014 |
| Keith Ahrens Control | Coo | 10-25% | 2017 |
| Travis Jon Barr Control | Cio | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Coastal Investment Company, LLC manage?
Coastal Investment Company, LLC reports $262.9 million in regulatory assets under management on its Form ADV.
How many private funds does Coastal Investment Company, LLC manage?
Coastal Investment Company, LLC manages 41 private funds with combined gross assets of $262.9 million.
How many employees does Coastal Investment Company, LLC have?
Coastal Investment Company, LLC reports 9 employees.
Where is Coastal Investment Company, LLC located?
Coastal Investment Company, LLC is based in Winter Park, FL and has been SEC-registered since 2024.
Does Coastal Investment Company, LLC disclose fund performance?
Coastal Investment Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 227 South Orlando Avenue, Suite A-1, Winter Park, FL 32789 |
| Phone | 888-411-2280 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$262.9M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
AUM vs fund managersTop 79%
Larger than 21% of 6,004 private-fund managers
Number of fundsTop 5%
More funds than 95% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$262.9Mregulatory AUM
Discretionary $262.9M
Fund type mix
Real Estate29
Venture Capital12
Service providers
Auditor
Custodian