Private EquityRIA · CRD 322164SEC-RegisteredPrivate Fund Adviser

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Coastal Investment Company

Coastal Investment Company, LLC is an investor in various real estate and private business investments. Its mission is to provide successful people access to...

Coastal Investment Company logo

Coastal Investment Company

Coastal Investment Company, LLC is an investor in various real estate and private business investments. Its mission is to provide successful people access to and advice about institutional real estate and venture capital investment opportunities. The firm is involved in private equity real estate, venture capital, growth equity, tax consulting, and mergers and acquisitions.

General information

Firm type

Private Equity

Year founded

2014

Location

Region

North America

Country

United States

City

Winter Park

Corporate office

227 S Orlando Ave, Unit A, Winter Park, FL 32789, United States

Additional offices

Delray Beach, FL, United States

Principals

Greg Meerbaum

Chief Executive Officer

Tyler Bloechinger

Chief Finance Officer

Keith Ahrens

Chief Operating Officer

Sector focus

Real EstateVenture CapitalGrowth EquityInfrastructureEnergy Transition & RenewablesHealthcare ServicesEnterprise SoftwareManufacturing

Frequently asked questions

Who runs investment decisions at Coastal Investment Company?

CEO Greg Meerbaum leads investment origination and strategy, supported by Chief Acquisitions Officer Carey Sobel and a management team that includes CFO Tyler Bloechinger, COO Keith Ahrens, and a roster of partners listed on the firm's website. Outside advisors — including Chad Bowling of Barwick Banking Company and Ken Carpenter of Madison Capital Group — provide deal-level input on banking and development exposures.

Does Coastal participate in fund commitments or only direct deals?

Based on the firm's own disclosures, it structures opportunities as single-asset and multi-asset placements rather than blind-pool fund commitments. The website lists specific project sites, which points to a deal-by-deal syndication model rather than pooled fund investing.

Which sectors does Coastal explicitly target in real estate?

The firm focuses on demand-driven asset classes in the US Southeast: multifamily, self-storage, build-for-rent, boat and RV storage, last-mile industrial, essential retail, gas stations, hospitality, assisted living, and distressed assets. Its venture capital arm, Coastal Ventures, adds manufacturing, software, technology, healthcare, data storage, and energy and renewables.

What is Coastal's known posture on co-investments alongside external sponsors?

Coastal operates almost entirely through co-investment relationships, sharing equity on its project sites with operating partners such as Madison Capital Group and Empire Group. Its executives and partners are not the sole equity owners of the assets in the portfolio, as the firm explicitly notes on its website.

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