GOLD COAST WEALTH MANAGEMENT, LLC

GOLD COAST WEALTH MANAGEMENT, LLC of JERICHO, NY is an SEC-registered investment adviser (CRD 156338). Regulatory assets under management: $413.8M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pensions, Charities, Investment cos.

Officers, owners & control persons (2)

NameRoleLocation
Brendan John ObrienMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
OBRIEN KEVIN JOHNMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
GOLD COAST MULTI-ASSET FUND, LPHedge FundDelaware60$54.3M$250K

Branch offices (4)

CityStateEmployeesPhone
LEXINGTONKY2(516) 274-9890
LEXINGTONKY2(516) 274-9890
RED BANKNJ17326140606
RED BANKNJ17326140606

Fund service providers (1)

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