# Coastal Investment Company

Coastal Investment Company is a Private Equity based in Winter Park, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Winter Park, United States
- **Region:** North America
- **Address:** 227 S Orlando Ave, Unit A, Winter Park, FL 32789, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** www.coastalinvestmentco.com
- **LinkedIn:** https://www.linkedin.com/company/investwithcoastal

## Regulatory record

- **CRD number:** 322164
- **SEC file number:** 801-130812
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322164

## About

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.

## Sectors

- Real Estate
- Venture Capital
- Growth Equity
- Infrastructure
- Energy Transition & Renewables
- Healthcare Services
- Enterprise Software
- Manufacturing

## Offices

- Delray Beach, FL, United States

## People

- Greg Meerbaum — Chief Executive Officer
- Tyler Bloechinger — Chief Finance Officer
- Keith Ahrens — Chief Operating Officer

## 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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- [CMS Holdings](https://altss.com/profile/cms-holdings-llc)
- [Cobalt Capital Partners](https://altss.com/profile/cobalt-capital-partners)

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Last updated: 2026-08-11T15:06:27.647Z

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