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Richard Joseph Effress

Managing PartnerCoastedge Partners, LLCCRD 2159776

About Richard Joseph Effress

Richard Joseph Effress is listed as Managing Partner at Coastedge Partners, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of 50-75%. Richard Joseph Effress is associated with 3 registered advisers.

Reported ownership

Owns 50-75% of Coastedge Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard Joseph Effress work?

Richard Joseph Effress is listed as Managing Partner at Coastedge Partners, LLC on SEC Form ADV.

How much of Coastedge Partners, LLC does Richard Joseph Effress own?

Form ADV reports a beneficial ownership band of 50-75%.

Coastedge Partners, LLC

TitleManaging Partner
Ownership50-75%
Control personYes
Since2014
View Coastedge Partners, LLC →

Coastedge Partners, LLC

TitleTrustee
Ownership—
Control personNo
Since2020
View Coastedge Partners, LLC →

Big League Advance, LLC

TitleTrustee
Ownership—
Control personYes
Since2022
View Big League Advance, LLC →