Coastedge Partners, LLC

RIASEC RegisteredEst. 2009

Total AUM

$2.1B

Discretionary

$1.3B

59% of AUM

Avg account

$1.7M

Accounts

1,266

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 149685
Registered since: December 9, 2009
Website: coastedge.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.3%
Pooled Investment Vehicles14.08%
Corporations / Businesses7.41%
Pension & Profit Sharing Plans1.17%
Charitable Organizations1.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Coastedge Partners, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2009. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, offering financial planning, discretionary and non-discretionary portfolio management across individual and pooled vehicles, and the selection of third‑party managers. Its compensation model combines percentage-of-AUM and fixed fees. Coastedge does not identify as an active ESG investor and is not listed as a multi-state adviser on its ADV. The firm received recognition in 2020 from the Financial Times (Top 300 RIA Firms) and Financial Advisor magazine (Top RIA Firms).