Single Family OfficeRIA · CRD 334447SEC-Registered

Updated:

Coastal Carolina Financial Partners LLC

Coastal Carolina Financial Partners LLC is a single-family office based in Greenville, SC.

Coastal Carolina Financial Partners LLC

COASTAL CAROLINA FINANCIAL PARTNERS LLC is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in —.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Greenville

Corporate office

Greenville, SC, United States

Frequently asked questions

Who is the family behind Coastal Carolina Financial Partners LLC?

The specific family name is not disclosed in public records. The firm is registered in South Carolina and appears to manage wealth for a private family, but no named principals or beneficiaries are linked to the entity.

What is Coastal Carolina Financial Partners LLC's investment strategy?

Investment strategy is not publicly documented. The firm has not disclosed an asset-class mix, stage preference, or geographic focus beyond its Greenville headquarters.

How large is Coastal Carolina Financial Partners LLC's AUM?

AUM is not publicly disclosed. The firm does not report to regulators or publish financial statements that would reveal asset size.

Does Coastal Carolina Financial Partners LLC participate in direct investments or fund commitments?

No direct investments or fund commitments have been publicly attributed to the firm. Its investment activity is entirely opaque.

Where is Coastal Carolina Financial Partners LLC headquartered?

The firm is headquartered in Greenville, South Carolina, which is a center for family offices and private capital in the Southeast.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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