Coastal Investment Company, LLC

Overview

Coastal Investment Company, LLC is a privately owned limited liability company that operates as a manager of pooled investment vehicles for institutional clients. The firm is registered with the SEC, having completed registration in 2024. Its stated manager classifications emphasize real estate and venture-capital strategies, alongside broader private equity activity; the firm describes itself as a multifaceted fund manager rather than a pure allocator. Coastal charges a mix of percentage-of-AUM fees and performance-based fees (plus other fee elements) and focuses its advisory activity on portfolio management for pooled investment vehicles. The firm does not identify as an ESG-focused investor and is not positioned as a multi-state adviser.

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