Coastedge Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 27, 2026, reports $2.1B in regulatory assets under management, 16 employees, and 1,266 accounts.
Assets Under Management
$2.1B
Employees
16
Offices
--
Total Clients
183
Primary office
SAN DIEGO, CA
4655 EXECUTIVE DRIVE, SUITE 325, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.6% of total clients.
Top client categories% of clientsClients
1
HNWI
71.6%
131
2
Corporations
12.0%
22
3
Pooled Investment Vehicles
8.2%
15
4
Pension Plans
4.9%
9
5
Charitable
3.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 27, 2026
Discretionary58.8%
$1.3B
59% of total RAUM58.8%
Non-discretionary41.2%
$883M
41% of total RAUM41.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.1B
Total Accounts1,266
10Y AUM Change+$1.8B (+483.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee11:1
10Y Employee Change+8 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.