Coast Capital Management

Overview

Coast Capital Management is a small, owner-run independent registered investment adviser that serves individual and family clients. The firm’s stated practice emphasizes equity exposure, with a clear tilt toward non-exchange-traded equity positions. Service lines include financial planning and discretionary portfolio management for individuals, small businesses and select business or institutional clients, plus pension consulting services. Fee arrangements combine a percentage-of-assets model with hourly billing for planning or advisory work. Coast Capital Management does not position itself as an ESG-driven manager, and it appears to operate on a single-state, single-office basis. The firm is not structured as a capital allocator to private fund platforms; instead it relies on direct equity holdings, traditional pooled products and selected external managers for alternative exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices