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Coastedge Partners, Llc

EST. AUM
$2,142,300,000

CONTACTS
12

CLIENT ACCOUNTS
1,266

Firm Details

Metro area San Diego
CRD Number 149685
Website coastedge.com
Client types

Overview

CoastEdge Partners is a San Diego-based registered investment advisory firm serving ultra-high net worth individuals and institutions. The firm specializes in customized, multi-asset class portfolios and offers access to institutional-quality alternative investments. CoastEdge combines active and passive strategies, emphasizing tax efficiency, risk-defined decision-making, and long-term capital preservation. Its founders co-invest alongside clients, ensuring strong alignment. The team brings decades of experience in asset management, private markets, and wealth advisory.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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