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Silver Coast Investments LLC

● SEC registered since 2021CRD 167771SEC# 801-120024San Diego, CA
Export (members)
Reg. AUM
$332.1M
Employees
35
Accounts
429
Location
San Diego, CA

Silver Coast Investments LLC assets under management

Silver Coast Investments LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2021. It reports $332.1 million in regulatory assets under management and employs 35 people.

Silver Coast Investments LLC owners & executives

8 reported
NameTitleOwnershipSince
Brandon Wesley HobsonCco5-10%2022
Drew Parson PhillipsSenior Cfo Advisor5-10%2023
Janine Elaine LeveilleChief Operations OfficerUnder 5%2025
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Frequently asked questions

How much does Silver Coast Investments LLC manage?

Silver Coast Investments LLC reports $332.1 million in regulatory assets under management on its Form ADV.

How many employees does Silver Coast Investments LLC have?

Silver Coast Investments LLC reports 35 employees.

Where is Silver Coast Investments LLC located?

Silver Coast Investments LLC is based in San Diego, CA and has been SEC-registered since 2021.

Does Silver Coast Investments LLC disclose fund performance?

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

Contact & registration

Address13400 Sabre Springs Parkway, Suite 255, San Diego, CA 92128
Phone800-675-2712
Fax858-477-8101
Office hours8:00 a.m. - 6:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$331.6M
Non-discretionary$473K
Total (RAUM)$332.1M