COASTAL INVESTMENT COMPANY, LLC

RIASEC RegisteredEst. 2024
Total AUM
$263M
Discretionary
$263M
100% of AUM
Avg account
$6.4M
Accounts
41
Employees
9
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • TYLER BLOECHINGER

    Chief Financial OfficerCRD 7576140

  • GREGORY MEERBAUM

    Chief Executive OfficerCRD 7576134

  • KEITH AHRENS

    Chief Operating OfficerCRD 7576138

Contacts

1 of 1
  • TRAVIS JON BARR

    Financial AdvisorCRD 4712701

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth