COASTWISE CAPITAL GROUP, LLC
CRD #139564 SEC #801-126023 LA JOLLA, CA 858-454-6670
SEC Registered
Total AUM
$184.5M
Discretionary
$184.5M
Employees
4
Clients
10
Accounts
397
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KYLE, SCOTT, GALEN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| Fischer, Patrick, Burns | I | PARTIAL OWNER | B | |
| Fischer, Patrick, Burns | I | PARTIAL OWNER | B | |
| Fischer, Patrick, Burns | I | PARTIAL OWNER | B | |
| Fischer, Patrick, Burns | I | PARTIAL OWNER | B | |
| Fischer, Patrick, Burns | I | PARTIAL OWNER | B |
Registrations
Federal
IA
Apr 24, 2025 REGISTERED
Notice Filings (4)
CA LA TX UT
Address
7777 FAY AVENUESUITE G5
LA JOLLA, CA 92037
United States
Phone: 858-454-6670