| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Coastedge Focus Master Fund, LP | Other Private | $75.5M | $1M |
| Coastedge Focus Fund, LP | Other Private | $64.9M | $1M |
| Coastedge Distressed & Special Situations Fund, LLC | Private Equity | $28.3M | $200K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Francis Ponchak | Chief Financial Officer & Principal | Under 5% | 2022 |
| Jessica S. Effress 2012 Trust Control | Member | 25-50% | 2020 |
| Nancy Thuy Vo Hamada Control | Chief Compliance Officer And Chief Operating Officer | Under 5% | 2024 |
Coastedge Partners, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Coastedge Partners, LLC manages 18 private funds with combined gross assets of $361.4 million.
Coastedge Partners, LLC reports 17 employees.
Coastedge Partners, LLC is based in San Diego, CA and has been SEC-registered since 2009.
Coastedge Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4655 Executive Drive, Suite 325, San Diego, CA 92121 |
| Phone | 858-997-2777 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $945.5M |
| Non-discretionary | $806.1M |
| Total (RAUM) | $1.75B |