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 | — |