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Gold Coast Wealth Management, LLC

● SEC registered since 2011CRD 156338SEC# 801-72197Jericho, NY
Export (members)
Ranks #3,824 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$414.9M
Fund GAV
$84.8M
Private funds
1
Employees
3
Accounts
277
Location
Jericho, NY

Gold Coast Wealth Management, LLC assets under management

Gold Coast Wealth Management, LLC operates as an SEC-registered investment adviser based in Jericho, NY. The firm has been registered since 2011. It reports $414.9 million in regulatory assets under management and employs 3 people. Gold Coast Wealth Management, LLC manages 1 private fund with combined gross assets of $84.8 million, including Gold Coast Multi-Asset Fund, LP. By regulatory assets, it ranks 3,824 of 5,911 private fund managers.

Gold Coast Wealth Management, LLC private funds

1 funds · $84.8M GAV
FundTypeGross assetsMin.
Gold Coast Multi-Asset Fund, LPHedge$84.8M$250K

Gold Coast Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brendan John Obrien ControlManaging Member And Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Gold Coast Wealth Management, LLC manage?

Gold Coast Wealth Management, LLC reports $414.9 million in regulatory assets under management on its Form ADV.

How many private funds does Gold Coast Wealth Management, LLC manage?

Gold Coast Wealth Management, LLC manages 1 private funds with combined gross assets of $84.8 million.

How many employees does Gold Coast Wealth Management, LLC have?

Gold Coast Wealth Management, LLC reports 3 employees.

Where is Gold Coast Wealth Management, LLC located?

Gold Coast Wealth Management, LLC is based in Jericho, NY and has been SEC-registered since 2011.

Does Gold Coast Wealth Management, LLC disclose fund performance?

Gold Coast Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address575 Jericho Turnpike, Suite 307, Jericho, NY 11753
Phone516-274-9870
Fax516-274-9860
Office hours8 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$404.6M
Non-discretionary$10.3M
Total (RAUM)$414.9M

Service providers

Auditor
Administrator