COASTEDGE PARTNERS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 149685). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Richard Joseph Effress | MANAGING PARTNER; TRUSTEE | — |
| Steven Scott Simpson | MANAGING PARTNER; TRUSTEE | — |
| Lauren Michelle Simpson | TRUSTEE | — |
| Jessica Sloop Effress | GRANTOR; MANAGER | — |
| Parker A Bush | DEPUTY CHIEF INVESTMENT OFFICER | — |
| Alexander Francis Ponchak | CHIEF FINANCIAL OFFICER & PRINCIPAL | — |
| Nancy Thuy Vo Hamada | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| GLEESON A GREG | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| EFFRESS RICHARD JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER; MANAGING MEMBER (+7 more) | — |
| SIMPSON STEVEN SCOTT | MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| VO NANCY THUY | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | — |
| TU THEODORE T | CHIEF COMPLIANCE OFFICER; MEMBER; PORTFOLIO MANAGER, AND MEMBER | — |
| KULLBACK WILLIAM JAY | CFO & CHIEF COMPLIANCE OFFICER | — |
| BUDAK MEHMET ILKER | MEMBER | — |
| EIGEN DAVID L | MANAGING MEMBER | — |
| SIMPSON LAUREN MICHELLE | TRUSTEE | — |
| EFFRESS JESSICA SLOOP | GRANTOR; MANAGER; TRUSTEE | — |
| BUSH PARKER A | DEPUTY CHIEF INVESTMENT OFFICER; VICE PRESIDENT AND PORTFOLIO MANAGER | — |
| PONCHAK ALEXANDER FRANCIS | CHIEF FINANCIAL OFFICER & PRINCIPAL | — |
Other Private Fund: 4 · Private Equity Fund: 10 · Venture Capital Fund: 1 · Real Estate Fund: 1
Showing 15 of 16 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| COASTEDGE FOCUS MASTER FUND, LP | Other Private Fund | Delaware | 2 | $81.3M | $1.0M |
| COASTEDGE FOCUS FUND, LP | Other Private Fund | Delaware | 84 | $66.8M | $1.0M |
| COASTEDGE DISTRESSED & SPECIAL SITUATIONS FUND, LLC | Private Equity Fund | Delaware | 70 | $33.0M | $200K |
| COASTEDGE VENTURE CAPITAL, LLC | Venture Capital Fund | Delaware | 65 | $32.2M | $200K |
| COASTEDGE PRIVATE EQUITY, LLC | Private Equity Fund | Delaware | 60 | $29.4M | $200K |
| COASTEDGE OPPORTUNITY FUND XIII LLC | Private Equity Fund | Delaware | 37 | $20.5M | $200K |
| COASTEDGE REAL ESTATE, LLC | Real Estate Fund | Delaware | 52 | $18.7M | $200K |
| COASTEDGE OPPORTUNITY FUND XII, LLC | Private Equity Fund | Delaware | 24 | $17.9M | $200K |
| COASTEDGE ALTERNATIVE TOTAL RETURN, LLC | Private Equity Fund | Delaware | 48 | $17.5M | $200K |
| COASTEDGE FOCUS FUND OFFSHORE, LLC | Other Private Fund | Delaware | 30 | $14.4M | $500K |
| COASTEDGE OPPORTUNITY FUND XI, LLC | Private Equity Fund | Delaware | 29 | $14.3M | $200K |
| COASTEDGE OAKTREE, LLC | Private Equity Fund | Delaware | 20 | $9.3M | $250K |
| COASTEDGE GS VINTAGE REAL ESTATE LLC | Private Equity Fund | Delaware | 18 | $8.3M | $200K |
| COASTEDGE OPPORTUNITY FUND IX, LLC | Private Equity Fund | Delaware | 25 | $7.8M | $200K |
| COASTEDGE PRIVATE CREDIT LLC | Other Private Fund | Delaware | 24 | $7.6M | $200K |