Left Coast Investment Strategies LLC

Overview

Left Coast Investment Strategies LLC is a small, independent RIA that focuses on discretionary equity portfolio management and financial planning for individuals and small businesses. The firm lists fee arrangements that include a percentage of AUM, hourly billing and fixed fees, and identifies itself as serving an individual and family client base. Its filings show a clear tilt toward publicly traded, exchange-traded equities as the primary vehicle for client portfolios. The firm also lists CPO/CTA activity and a real estate broker affiliation, which suggests capacity to incorporate commodity-focused strategies and real estate transactions alongside its core equity management. Investment activity centers on direct equity exposures and managed separate accounts; the firm’s stated preference is equities and it predominantly uses exchange-traded instruments. Given the custody relationship and the small number of high-balance clients, the firm operates like a boutique wealth manager that emphasizes customizable portfolios over mass-market product solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices