COASTEDGE PARTNERS, LLC
CRD #149685 SEC #801-70877 SAN DIEGO, CA 858-997-2777
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$945.5M
Employees
17
Clients
101
Accounts
1,151
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.8B | $945.5M | $806.1M | 17 | 0 |
| May 2025 | $1.8B | $945.5M | $806.1M | 17 | 0 |
| Mar 2025 | $1.8B | $945.5M | $806.1M | 17 | 0 |
| Oct 2024 | $1.7B | $952.9M | $697.5M | 17 | 0 |
| Aug 2024 | $1.7B | $952.9M | $697.5M | 17 | 0 |
| Mar 2024 | $1.7B | $952.9M | $697.5M | 16 | 0 |
| Jul 2023 | $2.2B | $788.2M | $1.4B | 14 | 0 |
| Mar 2023 | $2.2B | $788.2M | $1.4B | 14 | 0 |
| Mar 2022 | $2.1B | $733M | $1.4B | 12 | 0 |
| Dec 2021 | $1.9B | $297.7M | $1.6B | 9 | 0 |
| Mar 2021 | $1.9B | $297.7M | $1.6B | 9 | 0 |
| Jun 2020 | $1.7B | $256.1M | $1.5B | 9 | 0 |
| Mar 2020 | $1.7B | $256.1M | $1.5B | 9 | 0 |
| Mar 2019 | $1.5B | $191.6M | $1.3B | 9 | 0 |
| Mar 2018 | $1.5B | $141.2M | $1.3B | 9 | 0 |
| Sep 2017 | $367.4M | $172.7M | $194.6M | 8 | 11 |
| Mar 2017 | $367.4M | $172.7M | $194.6M | 8 | 11 |
| Mar 2016 | $420.8M | $350.8M | $70M | 6 | 26 |
| May 2015 | $302.2M | $207.2M | $95M | 6 | 26 |
| Apr 2015 | $302.2M | $207.2M | $95M | 6 | 26 |
| Mar 2015 | $302.2M | $207.2M | $95M | 6 | 26 |
| Dec 2014 | $198.1M | $75.9M | $122.3M | 6 | 26 |
| Jul 2014 | $198.1M | $75.9M | $122.3M | 6 | 26 |
| Mar 2014 | $198.1M | $75.9M | $122.3M | 6 | 26 |
| Sep 2013 | $202M | $86.5M | $115.5M | 6 | 26 |
| Mar 2013 | $202M | $86.5M | $115.5M | 6 | 26 |
| Sep 2012 | $234.3M | $60.6M | $173.7M | 1 | 26 |
| Mar 2012 | $234.3M | $60.6M | $173.7M | 1 | 26 |
| Mar 2010 | $45M | $13.3M | $31.7M | 5 | -- |
DateAug 2025
Total AUM$1.8B
Discretionary$945.5M
Non-Disc.$806.1M
Employees17
Clients0
DateMay 2025
Total AUM$1.8B
Discretionary$945.5M
Non-Disc.$806.1M
Employees17
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$945.5M
Non-Disc.$806.1M
Employees17
Clients0
DateOct 2024
Total AUM$1.7B
Discretionary$952.9M
Non-Disc.$697.5M
Employees17
Clients0
DateAug 2024
Total AUM$1.7B
Discretionary$952.9M
Non-Disc.$697.5M
Employees17
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$952.9M
Non-Disc.$697.5M
Employees16
Clients0
DateJul 2023
Total AUM$2.2B
Discretionary$788.2M
Non-Disc.$1.4B
Employees14
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$788.2M
Non-Disc.$1.4B
Employees14
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$733M
Non-Disc.$1.4B
Employees12
Clients0
DateDec 2021
Total AUM$1.9B
Discretionary$297.7M
Non-Disc.$1.6B
Employees9
Clients0
DateMar 2021
Total AUM$1.9B
Discretionary$297.7M
Non-Disc.$1.6B
Employees9
Clients0
DateJun 2020
Total AUM$1.7B
Discretionary$256.1M
Non-Disc.$1.5B
Employees9
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$256.1M
Non-Disc.$1.5B
Employees9
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$191.6M
Non-Disc.$1.3B
Employees9
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$141.2M
Non-Disc.$1.3B
Employees9
Clients0
DateSep 2017
Total AUM$367.4M
Discretionary$172.7M
Non-Disc.$194.6M
Employees8
Clients11
DateMar 2017
Total AUM$367.4M
Discretionary$172.7M
Non-Disc.$194.6M
Employees8
Clients11
DateMar 2016
Total AUM$420.8M
Discretionary$350.8M
Non-Disc.$70M
Employees6
Clients26
DateMay 2015
Total AUM$302.2M
Discretionary$207.2M
Non-Disc.$95M
Employees6
Clients26
DateApr 2015
Total AUM$302.2M
Discretionary$207.2M
Non-Disc.$95M
Employees6
Clients26
DateMar 2015
Total AUM$302.2M
Discretionary$207.2M
Non-Disc.$95M
Employees6
Clients26
DateDec 2014
Total AUM$198.1M
Discretionary$75.9M
Non-Disc.$122.3M
Employees6
Clients26
DateJul 2014
Total AUM$198.1M
Discretionary$75.9M
Non-Disc.$122.3M
Employees6
Clients26
DateMar 2014
Total AUM$198.1M
Discretionary$75.9M
Non-Disc.$122.3M
Employees6
Clients26
DateSep 2013
Total AUM$202M
Discretionary$86.5M
Non-Disc.$115.5M
Employees6
Clients26
DateMar 2013
Total AUM$202M
Discretionary$86.5M
Non-Disc.$115.5M
Employees6
Clients26
DateSep 2012
Total AUM$234.3M
Discretionary$60.6M
Non-Disc.$173.7M
Employees1
Clients26
DateMar 2012
Total AUM$234.3M
Discretionary$60.6M
Non-Disc.$173.7M
Employees1
Clients26
DateMar 2010
Total AUM$45M
Discretionary$13.3M
Non-Disc.$31.7M
Employees5
Clients--