| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Burns Fischer | Partial Owner | 10-25% | 2022 |
| Scott Galen Kyle Control | Managing Member/Chief Compliance Officer | Over 75% | 2006 |
Coastwise Capital Group, LLC reports $184.5 million in regulatory assets under management on its Form ADV.
Coastwise Capital Group, LLC reports 4 employees.
Coastwise Capital Group, LLC is based in La Jolla, CA and has been SEC-registered since 2022.
Coastwise Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7777 Fay Avenue, Suite G5, La Jolla, CA 92037 |
| Phone | 858-454-6670 |
| Fax | 858-454-6695 |
| Office hours | 8:00a.m. To 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $184.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $184.5M |