COALESCE CAPITAL MANAGEMENT LLC

Overview

Coalesce Capital Management LLC is a private equity–focused investment adviser that operates as a sponsor and manager of pooled investment vehicles. The firm is structured as a limited liability company and is registered with the SEC in 2023. Its primary client base is institutional investors, and its advisory mandate centers on portfolio management for pooled vehicles. Coalesce also functions in commodity trading and managed account roles as a CPO/CTA, and it serves as sponsor, general partner, or managing member for the funds it advises. The firm’s commercial model combines an asset-based fee with performance-linked compensation, aligning manager incentives with fund results. It does not identify as an active ESG investor and is not organized as a multi-state adviser. The firm’s set-up and activities indicate a focus on manager-led private fund strategies rather than retail advisory services.

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Location & Offices