COASTLANDS CAPITAL LP

RIASEC RegisteredEst. 2025
Total AUM
$785M
Discretionary
$785M
100% of AUM
Avg account
$785M
Accounts
1
Employees
5
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
335329
Registered since
April 14, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Coastlands Capital LP is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is registered with the SEC (registration year listed as 2025) and reports business activity as a commodity pool operator/commodity trading advisor (CPO/CTA) while providing portfolio management for pooled investment vehicles. Ownership is reported as a mix of a domestic entity and an individual, and the firm is not structured as a capital allocator or a multi-state adviser. Coastlands reports it is not an active ESG investor. Fees are charged as a percentage of assets under management plus performance-based fees. The firm also lists roles that include sponsor, general partner, or managing member of pooled investment vehicles, indicating direct operational involvement in the funds it runs.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MARK SHAMIA

    Chief Operating Officer, Chief Financial Officer, and Chief Compliance OfficerCRD 2519405

Contacts

1 of 1
  • MATTHEW PERRY

    Managing PartnerCRD 6310521

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
601 California St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth