Gold Coast Wealth Management, LLC
● SEC registered since 2011CRD 156338SEC# 801-72197Jericho, NY
Ranks #4,169 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$413.8M
Fund GAV
$54.3M
Private funds
1
Employees
3
Accounts
324
Location
Jericho, NY
Gold Coast Wealth Management, LLC assets under management
Gold Coast Wealth Management, LLC operates as an SEC-registered investment adviser based in Jericho, NY. The firm has been registered since 2011. It reports $413.8 million in regulatory assets under management and employs 3 people. Gold Coast Wealth Management, LLC manages 1 private fund with combined gross assets of $54.3 million, including Gold Coast Multi-Asset Fund, LP. By regulatory assets, it ranks 4,169 of 6,004 private fund managers.
Gold Coast Wealth Management, LLC private funds
1 funds · $54.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Gold Coast Multi-Asset Fund, LP | Hedge | $54.3M | $250K |
Gold Coast Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brendan John Obrien Control | Managing Member And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Gold Coast Wealth Management, LLC manage?
Gold Coast Wealth Management, LLC reports $413.8 million in regulatory assets under management on its Form ADV.
How many private funds does Gold Coast Wealth Management, LLC manage?
Gold Coast Wealth Management, LLC manages 1 private funds with combined gross assets of $54.3 million.
How many employees does Gold Coast Wealth Management, LLC have?
Gold Coast Wealth Management, LLC reports 3 employees.
Where is Gold Coast Wealth Management, LLC located?
Gold Coast Wealth Management, LLC is based in Jericho, NY and has been SEC-registered since 2011.
Does Gold Coast Wealth Management, LLC disclose fund performance?
Gold Coast Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 575 Jericho Turnpike, Suite 307, Jericho, NY 11753 |
| Phone | 516-274-9870 |
| Fax | 516-274-9860 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$413.8MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
AUM vs fund managersTop 69%
Larger than 31% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$413.8Mregulatory AUM
Discretionary $407.3MNon-discretionary $6.5M