Coastedge Partners, LLC

RIASEC Registered

Total AUM

$2.1B

Discretionary

$1.3B

59% of AUM

Avg account

$1.7M

Accounts

1,266

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 149685
Registered since: December 9, 2009
Website: coastedge.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.3%
Pooled Investment Vehicles14.08%
Corporations / Businesses7.41%
Pension & Profit Sharing Plans1.17%
Charitable Organizations1.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Coastedge Partners, LLC is an independent registered investment adviser formed as an LLC and operating since 2009. The firm serves both individual and institutional clients and acts as a capital allocator, providing financial planning, discretionary and non-discretionary portfolio management for individuals and pooled vehicles, and third‑party manager selection. Fee arrangements include asset‑based fees and fixed fees. Coastedge does not identify as an active ESG investor and is not a multi‑state or newly formed adviser. The firm received recognition in 2020 on two industry lists: Financial Times’ Top 300 RIA Firms and FA Magazine’s Top RIA Firms.