Coastedge Partners, LLC
● SEC registered since 2009CRD 149685SEC# 801-70877San Diego, CA
Ranks #2,109 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.14B
Fund GAV
$380.6M
Private funds
16
Employees
16
Accounts
1,266
Location
San Diego, CA
Coastedge Partners, LLC assets under management
Coastedge Partners, LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2009. It reports $2.1 billion in regulatory assets under management and employs 16 people. Coastedge Partners, LLC manages 16 private funds with combined gross assets of $380.6 million, including Coastedge Focus Master Fund, LP. By regulatory assets, it ranks 2,109 of 6,004 private fund managers.
Coastedge Partners, LLC private funds
16 funds · $380.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Coastedge Focus Master Fund, LP | Other Private | $81.3M | $1M |
| Coastedge Focus Fund, LP | Other Private | $66.8M | $1M |
| Coastedge Distressed & Special Situations Fund, LLC | Private Equity | $33M | $200K |
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Join to unlock · $37/moCoastedge Partners, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Francis Ponchak Control | Chief Financial Officer & Principal | Under 5% | 2022 |
| Jessica S. Effress 2012 Trust Control | Member | 25-50% | 2020 |
| Nancy Thuy Vo Hamada Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Coastedge Partners, LLC manage?
Coastedge Partners, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Coastedge Partners, LLC manage?
Coastedge Partners, LLC manages 16 private funds with combined gross assets of $380.6 million.
How many employees does Coastedge Partners, LLC have?
Coastedge Partners, LLC reports 16 employees.
Where is Coastedge Partners, LLC located?
Coastedge Partners, LLC is based in San Diego, CA and has been SEC-registered since 2009.
Does Coastedge Partners, LLC disclose fund performance?
Coastedge Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4655 Executive Drive, Suite 325, San Diego, CA 92121 |
| Phone | 858-997-2777 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.14B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
AUM vs fund managersTop 35%
Larger than 65% of 6,004 private-fund managers
Number of fundsTop 16%
More funds than 84% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$2.14Bregulatory AUM
Discretionary $1.26BNon-discretionary $882.9M
Fund type mix
Private Equity10
Other Private4
Real Estate1
Venture Capital1