NEWCOAST GROUP MANAGEMENT LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 317961
- Registered since
- March 27, 2024
Firm profile
FINTRXOverview
Newcoast Group Management LLC is an SEC-registered limited liability company (registration recorded in 2024) that operates as a commodity pool operator (CPO) or commodity trading advisor (CTA) and serves as a sponsor/GP or managing member for pooled investment vehicles. The firm’s regulatory footprint and business activity codes point to a private-fund centric operation rather than a retail advisory practice. It is not positioned as a multi-state adviser or an ESG-focused manager, and it does not identify as a capital allocator in the available filing data. Investment activity centers on pooled-private strategies typical of CPOs/CTAs: systematic or discretionary strategies that use futures, options and other derivatives to obtain exposure, hedge risk or implement macro/relative-value trades. As sponsor and managing member of funds, Newcoast Group Management LLC appears to focus on institutional-style product design, manager oversight and the operational requirements of private funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Simon Zhang
CEOCRD 6767502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 18575 Jamboree Rd
- Time zone
- PT (UTC-8)
- Office locations
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