Coastal Investment Company, LLC
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 322164
- Registered since
- July 26, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Coastal Investment Company, LLC is a limited liability company that operates as a multifaceted fund manager with primary activity in managing pooled investment vehicles. The firm is SEC-registered (2024) and serves institutional clients. Its business model centers on managing funds rather than acting as a capital allocator or traditional wealth adviser. Fee arrangements include a percentage-of-AUM component, performance-based fees and other bespoke fee structures. Coastal does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 227 S Orlando Ave
- Time zone
- ET (UTC-5)
- Office locations
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