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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...

Overview

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

Location

Region

North America

Country

United States

Frequently asked questions

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.

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.

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