COASTAL EQUITY MANAGEMENT, LLC

Overview

Coastal Equity Management, LLC is a small, SEC-registered advisory firm that provides portfolio management services to investment companies. The firm is organized as a limited liability company and is owned by an individual. Its stated client base is institutional, and its primary advisory activity is portfolio management for investment companies rather than retail or high-net-worth households. Coastal Equity Management charges fees as a percentage of assets under management and reports its mandates as non‑discretionary, which indicates the firm advises and constructs portfolios while the client retains final trading authority. The firm does not identify as an active ESG investor, is not positioned as a pension consultant or multi-state adviser, and is classified as an Other Investment Adviser.

Assets & Accounts

Location & Offices