Coastedge Partners LLC

Coastedge Partners is a alternative asset management company based in La Jolla, CA. They operate 8 private funds and have approximately $367.4 million in total assets under management (AUM). You can view more information on Coastedge Partners including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Coastedge Partners

Coastedge Partners, LLC
888 Prospect St.
Suite 220
La Jolla, CA 92037
United States

Phone: 858-997-2773
Fax: 877-805-5355
Website: http://www.coastedge.com

Overview of Coastedge Partners

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-70877

Org#: 149685

Legal Issues: No legal issues reported

Ownership/Leadership of Coastedge Partners

 

Theodore T TuPortfolio Manager, And Member
Richard Joseph EffressManaging Partner And Chief Compliance Officer
Effress Family TrustMember
Steven Scott SimpsonManaging Partner
Simpson Family Trust 12/15/09Member
Jessica Sloop EffressTrustee
Lauren Michelle SimpsonTrustee
Steven Scott SimpsonTrustee

Coastedge Partners Key Stats and Charts

Discretionary AUM: $173 million

Coastedge Partners discretionary AUM

Rank: 2976 out of 6900 private fund companies

Total AUM: $367 million

Coastedge Partners total assets under management (AUM)

Rank: 2464 out of 6900 private fund companies

# of Accounts: 452

Coastedge Partners total client accounts

Rank: 380 out of 6900 private fund companies

Average Account Size: 812722.121681

Coastedge Partners average account size

Rank: 3546 out of 6900 private fund companies

# of Employees: 8

Coastedge Partners has 8 employees

Rank: 2485 out of 6900 private fund companies

# of Private Funds: 8

Coastedge Partners operates 8 private Other funds

Rank: 953 out of 6900 private fund companies