RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BUSH, PARKER, AIVICE PRESIDENT AND PORTFOLIO MANAGERNA
BUSH, PARKER, AIVICE PRESIDENT AND PORTFOLIO MANAGERNA
BUSH, PARKER, AIVICE PRESIDENT AND PORTFOLIO MANAGERNA
BUSH, PARKER, AIVICE PRESIDENT AND PORTFOLIO MANAGERNA
BUSH, PARKER, AIVICE PRESIDENT AND PORTFOLIO MANAGERNA
BUSH, PARKER, AIVICE PRESIDENT AND PORTFOLIO MANAGERNA
BUSH, PARKER, AIVICE PRESIDENT AND PORTFOLIO MANAGERNA
BUSH, PARKER, AIVICE PRESIDENT AND PORTFOLIO MANAGERNA
BUSH, PARKER, AIDEPUTY CHIEF INVESTMENT OFFICERNA
BUSH, PARKER, AIDEPUTY CHIEF INVESTMENT OFFICERNA
BUSH, PARKER, AIDEPUTY CHIEF INVESTMENT OFFICERNA
BUSH, PARKER, AIDEPUTY CHIEF INVESTMENT OFFICERNA
BUSH, PARKER, AIDEPUTY CHIEF INVESTMENT OFFICERNA
BUSH, PARKER, AIDEPUTY CHIEF INVESTMENT OFFICERNA
BUSH, PARKER, AIDEPUTY CHIEF INVESTMENT OFFICERNA
EFFRESS, JESSICA, SLOOPITRUSTEENA
EFFRESS, JESSICA, SLOOPITRUSTEENA
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
EFFRESS, RICHARD, JOSEPHITRUSTEENA
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERNA Control
EFFRESS, RICHARD, JOSEPHITRUSTEENA
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERNA Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERNA Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERNA Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERNA Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERNA Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERNA Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERNA Control
GLEESON, ARTHUR, GREGICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
GLEESON, ARTHUR, GREGICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
GLEESON, ARTHUR, GREGICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
GLEESON, ARTHUR, GREGICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
GLEESON, ARTHUR, GREGICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
GLEESON, ARTHUR, GREGICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
GLEESON, ARTHUR, GREGICHIEF OPERATING OFFICERNA Control
KULLBACK, WILLIAM, JAYICFO & CHIEF COMPLIANCE OFFICERNA
KULLBACK, WILLIAM, JAYICFO & CHIEF COMPLIANCE OFFICERNA
PONCHAK, ALEXANDER, FRANCISICHIEF FINANCIAL OFFICER & PRINCIPALNA
PONCHAK, ALEXANDER, FRANCISICHIEF FINANCIAL OFFICER & PRINCIPALNA
PONCHAK, ALEXANDER, FRANCISICHIEF FINANCIAL OFFICER & PRINCIPALNA
PONCHAK, ALEXANDER, FRANCISICHIEF FINANCIAL OFFICER & PRINCIPALNA
PONCHAK, ALEXANDER, FRANCISICHIEF FINANCIAL OFFICER & PRINCIPALNA
PONCHAK, ALEXANDER, FRANCISICHIEF FINANCIAL OFFICER & PRINCIPALNA
PONCHAK, ALEXANDER, FRANCISICHIEF FINANCIAL OFFICER & PRINCIPALNA
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
RICHARD J. EFFRESS FAMILY TRUSTDEMEMBERNA Control
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SAND DOLLAR PARTNERS, LLCDEMEMBERNA
SIMPSON, LAUREN, MICHELLEITRUSTEENA
SIMPSON, LAUREN, MICHELLEITRUSTEENA
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERNA Control
SIMPSON, STEVEN, SCOTTITRUSTEENA
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERNA Control
SIMPSON, STEVEN, SCOTTITRUSTEENA
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERNA Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERNA Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERNA Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERNA Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERNA Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
VO HAMADA, NANCY, THUYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
VO HAMADA, NANCY, THUYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
VO HAMADA, NANCY, THUYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
VO HAMADA, NANCY, THUYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
VO HAMADA, NANCY, THUYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
VO HAMADA, NANCY, THUYICHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICERNA Control
EFFRESS FAMILY TRUSTDEMEMBERE Control
EFFRESS FAMILY TRUSTDEMEMBERE Control
EFFRESS FAMILY TRUSTDEMEMBERE Control
EFFRESS FAMILY TRUSTDEMEMBERE Control
EFFRESS FAMILY TRUSTDEMEMBERE Control
EFFRESS, RICHARD, JOSEPHICHIEF COMPLIANCE OFFICER, MANAGING MEMBERE Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVE AND CHIEF COMPLIANCE OFFICER; TRUSTEE OF EFFRESS FAMILY TRUSTE Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVE AND CHIEF COMPLIANCE OFFICER; TRUSTEE OF EFFRESS FAMILY TRUSTE Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVE AND CHIEF COMPLIANCE OFFICER; TRUSTEE OF EFFRESS FAMILY TRUSTE Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVE AND CHIEF COMPLIANCE OFFICER; TRUSTEE OF EFFRESS FAMILY TRUSTE Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVE AND CHIEF COMPLIANCE OFFICERE Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVE, CHIEF COMPLIANCE OFFICER, AND CHIEF INVESTMENT OFFICERE Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVED Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVED Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVED Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVED Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERD Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERD Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERD Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERD Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERD Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERD Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERD Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERD Control
EFFRESS, RICHARD, JOSEPHIMANAGING PARTNERD Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERD Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERD Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERD Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERD Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERD Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERD Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERD Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERD Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERD Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERD Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERD Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERD Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERD Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERD Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERD Control
SIMPSON, STEVEN, SCOTTIMANAGING PARTNERD Control
EFFRESS FAMILY TRUSTDEMEMBERC Control
EFFRESS FAMILY TRUSTDEMEMBERC Control
EFFRESS FAMILY TRUSTDEMEMBERC Control
EFFRESS FAMILY TRUSTDEMEMBERC Control
EFFRESS FAMILY TRUSTDEMEMBERC Control
EFFRESS FAMILY TRUSTDEMEMBERC Control
EFFRESS FAMILY TRUSTDEMEMBERC Control
EFFRESS FAMILY TRUSTDEMEMBERC Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVEC Control
EFFRESS, RICHARD, JOSEPHISENIOR OPERATING EXECUTIVEC Control
EIGEN, DAVID, L.IMANAGING MEMBERC Control
EIGEN, DAVID, L.IMANAGING MEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
JESSICA S. EFFRESS 2012 TRUSTDEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
SIMPSON FAMILY TRUST 12/15/09DEMEMBERC Control
BUDAK, MEHMET, ILKERIMEMBERB Control
BUDAK, MEHMET, ILKERIMEMBERB Control
KULLBACK, WILLIAM, JAYICFO & CHIEF COMPLIANCE OFFICERB Control
KULLBACK, WILLIAM, JAYICFO & CHIEF COMPLIANCE OFFICERB Control
KULLBACK, WILLIAM, JAYICFO & CHIEF COMPLIANCE OFFICERB Control
KULLBACK, WILLIAM, JAYICFO & CHIEF COMPLIANCE OFFICERB Control
TU, THEODORE, TIPORTFOLIO MANAGER, AND MEMBERB Control
TU, THEODORE, TIPORTFOLIO MANAGER, AND MEMBERB Control
TU, THEODORE, TIPORTFOLIO MANAGER, AND MEMBERB Control
TU, THEODORE, TIMEMBERB Control
TU, THEODORE, TIMEMBERB
TU, THEODORE, TIPORTFOLIO MANAGER, AND MEMBERB Control
TU, THEODORE, TIMEMBERB Control
TU, THEODORE, TIMEMBERB
TU, THEODORE, TIMEMBERB Control
TU, THEODORE, TIMEMBERB Control
TU, THEODORE, TIMEMBERB Control
TU, THEODORE, TIPORTFOLIO MANAGER, AND MEMBERB Control
TU, THEODORE, TIPORTFOLIO MANAGER, AND MEMBERA Control
TU, THEODORE, TIPORTFOLIO MANAGER, AND MEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
EFFRESS, JESSICA, SLOOPIEFFRESS FAMILY TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIEFFRESS FAMILY TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIEFFRESS FAMILY TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIEFFRESS FAMILY TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIEFFRESS FAMILY TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIEFFRESS FAMILY TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIJESSICA S. EFFRESS 2012 TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIJESSICA S. EFFRESS 2012 TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIJESSICA S. EFFRESS 2012 TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIJESSICA S. EFFRESS 2012 TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIJESSICA S. EFFRESS 2012 TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, JESSICA, SLOOPIJESSICA S. EFFRESS 2012 TRUSTF Control
EFFRESS, JESSICA, SLOOPISAND DOLLAR PARTNERS, LLCF Control
EFFRESS, RICHARD, JOSEPHIEFFRESS FAMILY TRUSTF Control
EFFRESS, RICHARD, JOSEPHIEFFRESS FAMILY TRUSTF Control
EFFRESS, RICHARD, JOSEPHIEFFRESS FAMILY TRUSTF Control
EFFRESS, RICHARD, JOSEPHIEFFRESS FAMILY TRUSTF Control
EFFRESS, RICHARD, JOSEPHIEFFRESS FAMILY TRUSTF Control
EFFRESS, RICHARD, JOSEPHIEFFRESS FAMILY TRUSTF Control
EFFRESS, RICHARD, JOSEPHIJESSICA S. EFFRESS 2012 TRUSTF
EFFRESS, RICHARD, JOSEPHIJESSICA S. EFFRESS 2012 TRUSTF
EFFRESS, RICHARD, JOSEPHIJESSICA S. EFFRESS 2012 TRUSTF
EFFRESS, RICHARD, JOSEPHIJESSICA S. EFFRESS 2012 TRUSTF
EFFRESS, RICHARD, JOSEPHIJESSICA S. EFFRESS 2012 TRUSTF
EFFRESS, RICHARD, JOSEPHIJESSICA S. EFFRESS 2012 TRUSTF
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, LAUREN, MICHELLEISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control
SIMPSON, STEVEN, SCOTTISIMPSON FAMILY TRUST 12/15/09F Control

Registrations

Federal

IA
Aug 29, 2025 REGISTERED

Notice Filings (7)

CA FL MN NY OH TX VA

Address

4655 EXECUTIVE DRIVE
SUITE 325
SAN DIEGO, CA 92121
United States
Phone: 858-997-2777