NEWCOAST GROUP MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
317961
Registered since
March 27, 2024

Firm profile

FINTRX

Overview

Newcoast Group Management LLC is an SEC-registered limited liability company (registration recorded in 2024) that operates as a commodity pool operator (CPO) or commodity trading advisor (CTA) and serves as a sponsor/GP or managing member for pooled investment vehicles. The firm’s regulatory footprint and business activity codes point to a private-fund centric operation rather than a retail advisory practice. It is not positioned as a multi-state adviser or an ESG-focused manager, and it does not identify as a capital allocator in the available filing data. Investment activity centers on pooled-private strategies typical of CPOs/CTAs: systematic or discretionary strategies that use futures, options and other derivatives to obtain exposure, hedge risk or implement macro/relative-value trades. As sponsor and managing member of funds, Newcoast Group Management LLC appears to focus on institutional-style product design, manager oversight and the operational requirements of private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Simon Zhang

    CEOCRD 6767502

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
18575 Jamboree Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth