Asset ManagerRIA · CRD 331518SEC-Registered

Updated:

Coastal Equity Management

Coastal Equity Management, LLC is an SEC-registered investment adviser in Pensacola, FL, registered since 2024. The firm manages approximately $7 million in...

Coastal Equity Management

Coastal Equity Management, LLC is an SEC-registered investment adviser in Pensacola, FL, registered since 2024. The firm manages approximately $7 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Who runs investment decisions at Coastal Equity Management?

The firm has not publicly disclosed its principals or investment committee members. Allocators seeking to diligence the firm would need to identify decision-makers through direct outreach or proprietary network inquiries, as no leadership names are available in the public record.

Does Coastal Equity Management participate in fund commitments or only direct deals?

There is no public information confirming whether the firm makes fund commitments, pursues direct equity investments, or blends both approaches. Its investment structure and typical check sizes remain undisclosed to the public market.

Which sectors does Coastal Equity Management typically target?

No sector focus has been publicly articulated. The firm's name implies an equity-oriented mandate, but whether that includes specific sector concentrations, geographic preferences, or stage targets is not a matter of public record.

Where does the underlying capital come from?

The source of the firm's capital has not been disclosed. Without public filings or statements, allocators cannot confirm whether it represents a single-family pool, a multi-family vehicle, or third-party investor capital.

How does Coastal Equity Management source proprietary deal flow?

No sourcing model is publicly described. Firms of this profile typically rely on founder networks or direct relationships, but Coastal Equity Management has not published any information about its origination strategy or intermediary relationships.

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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