# CoastEdge Partners

CoastEdge Partners is a Multi Family Office based in San Diego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** La Jolla, CA, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** coastedge.com
- **LinkedIn:** https://www.linkedin.com/company/coastedge-partners-llc

## Regulatory record

- **CRD number:** 149685
- **SEC file number:** 801-70877
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149685

## About

CoastEdge Partners was founded in 2006. Self-made entrepreneurs who had previously led public companies and a multi-billion-dollar asset manager established the firm to serve other wealth creators. The firm allocates across private equity, venture capital, real estate, hedge funds and municipal fixed income. It uses direct co-investments, SPVs, fund-of-funds and private credit structures. Confirmed investment types include buyouts. Geographic reach covers Africa, Asia, Europe, North America, Oceania and South America. AUM stands at an estimated $1.75 billion. The firm maintains a relationship with the Rancho Santa Fe Foundation. No additional offices or headcount figures appear in available records. No operational events from the last 24 months are documented. The firm operates as a multi-family office that invests its own capital in parallel with client mandates, creating direct alignment on every allocation.

## Sectors

- Healthcare Services
- Biotech

## Questions

### Who runs investment decisions at CoastEdge Partners?

No named principals or CIO appear in public records or the firm website. Investment authority rests with the founding entrepreneurs who established the firm in 2006.

### Does CoastEdge Partners participate in fund commitments or only direct deals?

The firm uses both approaches. It executes direct co-investments and SPVs while also committing to funds and private credit vehicles.

### What investment stages does CoastEdge Partners typically target?

Confirmed activity centers on buyouts. The firm also deploys into venture capital and private credit without further stage restrictions disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/coastedge-partners

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