GOLD COAST WEALTH MANAGEMENT, LLC

Overview

Gold Coast Wealth Management, LLC is a private wealth manager and hedge-fund manager that combines separately managed account work for private clients with sponsorship and management of pooled investment vehicles. Registered in 2011, the firm serves both high‑net‑worth individuals and institutional clients, charging a mix of percentage‑of‑AUM fees and performance fees consistent with a hedge‑fund style business line. Advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting and selection of sub‑advisers, and the firm acts as sponsor/GP/managing member of at least one fund. Equity markets are a primary area of allocation for client portfolios—exchange‑traded equities and ETFs represent the most-used public instruments—while the firm also maintains active allocations to alternatives: hedge funds, private placements and digital currency. Gold Coast does not report an active ESG investment policy. The combination of discretionary SMA work and an in‑house hedge fund suggests a hybrid operating model that uses both direct equity management for client accounts and pooled vehicles to deliver performance‑oriented strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices