| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Coastal Qp Growth Fund, LLC | Venture Capital | $21M | $100K |
| Coastal Real Estate Fund VIII, LLC | Real Estate | $13.4M | $100K |
| Coastal Growth Fund IV, LLC | Venture Capital | $11.5M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Meerbaum Control | Ceo | 50-75% | 2014 |
| Keith Ahrens Control | Coo | 10-25% | 2017 |
| Travis Jon Barr Control | Cio | 5-10% | 2022 |
Coastal Investment Company, LLC reports $212.9 million in regulatory assets under management on its Form ADV.
Coastal Investment Company, LLC manages 33 private funds with combined gross assets of $213.2 million.
Coastal Investment Company, LLC reports 8 employees.
Coastal Investment Company, LLC is based in Winter Park, FL and has been SEC-registered since 2024.
Coastal Investment Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 227 South Orlando Avenue, Suite A-1, Winter Park, FL 32789 |
| Phone | 888-411-2280 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $212.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $212.9M |